Upcoming Events

SPRING WORKSHOPS

Brea(k)fast with the Experts

As employer-sponsored retirement plans evolve toward greater customization and personalization, business owners, finance leaders, HR and benefits executives, and fiduciaries are facing new decisions that directly impact employee outcomes and plan oversight.

Join us for a breakfast workshop exploring key retirement plan trends, including:

Expanded investment solutions, including private markets
In-plan retirement income solutions
Personalization through traditional target date funds, custom TDFs, model portfolios, and managed accounts
Using HSAs to support long-term retirement readiness

Dayton Workshop

Wednesday, March 4

Columbus Workshop

Thursday, March 5