Join us for the 2025 Central Texas Fiduciary Summit! This education-focused workshop event is part of the 2025 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2025 - register now for yourself + a colleague!

NASBA Members use code, "NASBA25" to waive the $250 registration fee.

Thursday, June 12th, 2025

12:00pm - 3:00pm

Venue: Dimensional Fund Advisors
Dimensional Place, 6300 Bee Cave Rd, Building One, Austin, TX 78746

Discussion Topics

• What Every Fiduciary Needs to Know for 2025

• Advisor Benchmarking + RFI & RFP Best Practices

• Plan Sponsor Success Case Studies & Practical Applications

• How to Engage Your Employees With Financial Wellness Programs

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders