You’re Invited: 2025 Plan Sponsor Fiduciary Summit

Join us at the 2025 Plan Sponsor Fiduciary Summit, co-hosted by AAFCPAs, Strategic Retirement Partners, Starkweather & Shepley, and Parker Brown Macaulay & Sheerin. We’re excited to feature Shawn Huxley, AAFCPAs partner and leader in retirement plan audits and fiduciary advisory.

This exclusive event brings together experienced professionals to share guidance on key fiduciary topics. Take advantage of this unique opportunity to deepen your knowledge of fiduciary fundamentals and advanced issues, connect with fiduciary peers, and earn CE credit.

We look forward to welcoming you and supporting your efforts to navigate today’s fiduciary landscape.

Save The Date

What: 2025 Plan Sponsor Fiduciary Summit

When: Wednesday, November 5, 2025, 10:00 AM – 4:00 PM ET

Where: Courtyard by Marriott Boston Dedham/Westwood, Westwood, MA

CE Credits Available: SHRM, CPE, CLE, PSCA

Don’t miss this agenda:

(10:00 – 10:30 AM) Welcome, Registration
(10:30 – 11:00 AM) Lessons from Litigation: Risks & Risk Mitigation in the Current Climate
(11:00 – 11:30 AM) What Exactly is “Financial Wellness”? Pros and Cons of Adding “Financial Wellness” Options to Your Benefits Program
(11:30 – 12:00 PM) Medical Captives: Is it the Right Solution for Your Organization?
(12:00 – 12:30 PM) Lunch
(12:30 – 1:00 PM) Preparing for a Plan Audit: Identifying Department of Labor Hot Buttons & Avoiding Common Mistakes
(1:00 – 1:30 PM) SECURE 2.0 Update: The Good, The Bad, & The Optional
(1:30 – 1:45 PM) Break
(1:45 – 2:15 PM) Fiduciary Focus: Co-Fiduciary Liability & Vendor Management, Cybersecurity
(2:15 – 2:30 PM) Spotlight on Investments: CITs 101 for Plan Fiduciaries
(2:30 – 2:45 PM) Break
(2:45 – 3:15 PM) “Asking for a Friend” Roundtable Discussion
(3:15 – 3:30 PM) Q&A/Wrap Up
(3:30 – 4:00 PM) Happy Hour/Networking

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About the Author

Shawn P. Huxley, CPA, MSA

Shawn is a leader in AAFCPAs’ specialized Employee Benefit Plan Audit & Consulting Practice with extensive expertise in Employee Retirement Income Security Act (ERISA) and Department of Labor (DOL) standards, including those related to audits of 401K and 403B Plans. Shawn is Co-Chair of the MassCPAs’ ERISA Accounting & Auditing Committee where he shares information on best practices and specific audit procedures relating to ERISA audits to improve the overall quality of these types of audits. …

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