Successfully managing your corporate retirement plans
February 10, 2026
7:30 AM - 1:00 PM
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Sheraton Tucson Hotel & Suites
5151 E. Grant Road
Tucson, AZ 85712
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Successfully managing your corporate retirement plans
Tuesday, February 10, 2026
Sheraton Tucson Hotel & Suites
SCHEDULE
7:30–8:15 am: Breakfast & Registration
8:15-8:45 am: The Latest Retirement Plan Trends, Perry Hixson, Fidelity
8:45-9:15 am: Creative Plan Design Strategies, Amanda Iverson and Stephanie Terry, Pinnacle Plan
9:15-9:45 am: SECURE 2.0 - The Gift That Keeps on Giving, Amanda Iverson and Stephanie Terry, Pinnacle Plan
9:45-10:00 am: Break
10:00-10:45 am: Legal Decisions Impacting Plan Sponsors, Erwin Kratz, ERISA Benefits Law
10:45-11:15 am: Retirement Benefits Beyond Your 401(k), Brooks Lau, Principal
11:15-11:45 am: Employee Engagement - Focus on Education & Enrollment, Aaron Crowley, RBC
11:45 am-12:45 pm: Lunch Keynote, Matthew Insco, Bureau of Labor Statistics
12:45-1:00 pm: Thank you and Closing
Learning Objectives
Develop an understanding of:
• The most persistent trends in retirement plan ecosystem related to design and unfolding legislation
• New plan management risks given recent legal decisions and pending cases
• Techniques for engaging your employees to make your plan a meaningful benefit to both you and your personnel
• The public policy perspective on retirement readiness, as seen by the Bureau of Labor Statistics
SPECIAL THANKS TO OUR SPONSOR!
HRCI and SHRM recertification credits approved
ONLINE REGISTRATION IS NOW CLOSED. PLEASE REGISTER ONSITE.
| *Refunds must be requested 3 business days prior to an event in writing or by email. |
Tickets
$40.00 SHRM-GT Member Registration
$50.00 after 5:00 pm January 27
$80.00 Member + 1 Guest at member rate: Enter member's name for one of the seats
$100.00 after 05:00 pm January 27
$120.00 Member + 2 Guests at member rate: Enter member's name for one of the seats
$150.00 after 05:00 pm January 27
$160.00 Member + 3 Guests at member rate: Enter member's name for one of the seats
$200.00 after 05:00 pm January 27
$200.00 Member + 4 Guests at member rate: Enter member's name for one of the seats
$250.00 after 05:00 pm January 27
$240.00 Member + 5 Guests at member rate: Enter member's name for one of the seats
$300.00 after 05:00 pm January 27
$100.00 Guest Registration
$10.00 SHRM-GT Student Registration
$0.00 SHRM Foundation Donation - Open Amount
