The 2025 Plan Sponsor Fiduciary Summit was co-hosted by AAFCPAs, Strategic Retirement Partners, Starkweather & Shepley, and Parker Brown Macaulay & Sheerin. We featured Shawn Huxley, AAFCPAs partner and leader in retirement plan audits and fiduciary advisory.
This exclusive event brought together experienced professionals to share guidance on key fiduciary topics. This unique opportunity deepened knowledge of fiduciary fundamentals and advanced issues, and offered a chance to connect with fiduciary peers, and earn CE credit.
Agenda
Lessons from Litigation: Risks & Risk Mitigation in the Current Climate
What Exactly is “Financial Wellness”? Pros and Cons of Adding “Financial Wellness” Options to Your Benefits Programs
Medical Captives – Is it the Right Solution for Your Organization?
Preparing for a Plan Audit: Identifying DOL Hot Buttons & Avoiding Common Mistakes
SECURE 2.0 Update: The Good, The Bad, & The Optional
Fiduciary Focus: Co-Fiduciary Liability, PEPs: The Up in Coming Retirement Plan Solution, & Cybersecurity
Spotlight on Investments: CITs 101 for Plan Fiduciaries
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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