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Join your local
Plan Sponsor Roundtable

Get immediately useful and actionable strategies to reduce work, time, and risk in your fiduciary role

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for anyone with authority over or responsibility for their group retirement plan


your role and responsibilities and how plans really work


programs led by industry professionals in a comfortable learner environment

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Qualified retirement plans can provide great benefits to owners and employees, but they are not uncomplicated. As a plan sponsor, you are expected to understand and act on behalf of the plan as a fiduciary.

Attend Plan Sponsor Roundtable events to:

More confidently understand your role and responsibilities

Learn how to communicate and set expectations with service providers more effectively

Appreciate the power of a clear, documented process

Strategies to reduce your work and potential liability as a fiduciary

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Invest your time,

not your money to learn.

Plan Sponsor Roundtable events are complimentary to company owners and executives responsible for their company’s retirement plans. Sessions are held in-person several times each year and hosted by retirement plan advisors Joe Brummel and Brandon Lawrence as a community outreach. Learn more about Joe and Brandon here.

Meet Your Hosts

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It’s about supporting better outcomes

By helping employers like you meet your fiduciary responsibilities and understand your impact on employee financial health, we can help improve retirement plan outcomes for both employers and employees.
That’s why we do it.

Every time I attend, I come away with more knowledge and useful take homes to positively impact our plan and participation. This gives me confidence in my role.”

~ Lori Ann Spaulding – HR Benefits Administrator, People Incorporated

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PSR program registration is complimentary. Seating is limited to encourage active participation.

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