When the idea of Fiduciary Awareness Day® first started, the goal was to create an annual event held on March 16th (3/16), March 21st (3/21), and/or April 8th (4/08) that would bring together leading retirement plan advisors and teams to discuss innovative trends, concerns, and initiatives in the retirement plan space.

What made the event unique was the quality of the speakers. They were industry thought leaders who brought more than just theory, they shared new insights, practical materials, and service models that advisors could implement directly in their practices.

After nearly 20 years of meeting with advisors, one theme consistently stands out: advisors want to differentiate themselves through innovative ideas, drive greater value for their clients, and limit liability for both themselves and the plan sponsors they serve. With that in mind, the objective has always been to foster peer-to-peer discussions that challenge advisors to think differently about how they run their practices and how the industry can continue to improve.

Being a fiduciary today is more important than ever. Advisors who participate in these conversations are looking for ways to better serve their clients and prospects, while also improving plan results and participant outcomes. The goal has never been simply to introduce a new plan feature, but rather to explore how those features can be implemented in ways that meaningfully improve retirement outcomes.

Fiduciary Awareness Day®

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Fiduciary Awareness Day®

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Teams

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