AAFCPAs to Speak at 2026 Plan Sponsor Fiduciary Summit
AAFCPAs’ Shawn Huxley, CPA, MSA, Partner, Employee Benefit Plans and Vassilis Kontoglis, Partner, AI Digital Transformation & Security have been invited to speak at the 2026 Plan Sponsor Fiduciary Summit. Attendees will gain valuable insight from experienced professionals on navigating fiduciary challenges, including lessons from litigation, updates from Secure 2.0, strategies to prepare for plan audits, approaches to cybersecurity and AI, fiduciary and governance mitigation, and a spotlight on PEPs—all designed to help plan sponsors make informed decisions and enhance plan oversight.
During the event, Huxley will present “Preparing for a Plan Audit: Identifying DOL Hot Buttons & Avoiding Common Mistakes,” which will address considerations for plan sponsors preparing for audits and highlight common areas of focus. Kontoglis will discuss cybersecurity and artificial intelligence including emerging considerations for plan governance, data security, and technology oversight.
Save The Date
What: 2026 Plan Sponsor Fiduciary Summit
When: June 9, 2026, 9:00 AM – 3:00 PM ET
Where: Agawam Hunt Country Club, 15 Roger Williams Avenue, Rumford, RI 02916
These insights were contributed by Shawn Huxley, CPA, MSA, Partner, Employee Benefit Plans and Vassilis Kontoglis, Partner, AI Digital Transformation & Security.
Questions? Reach out to our authors directly or your AAFCPAs partner.
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. …
Vassilis brings more than 30 years of experience delivering business intelligence, productivity, information risk and change management, automation, dashboarding, and cybersecurity solutions. He leads enterprise AI strategy, guiding planning and implementation across organizations while establishing governance frameworks aligned with regulatory and operational requirements. He serves as a critical resource in helping clients navigate emerging technologies, applying strategy and governance to achieve measurable business outcomes while managing associated risks.
Vassilis guides organizations through each stage of digital …
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