Zoom Registration: 10.27.26 WIPN + Federated + Brad Campbell [fmr.zoom.us]

Our guest speaker is Bradford Campbell, ERISA lawyer and former head of the DOL's Employee Benefits Security Administration, who will discuss what’s going on, and what it’s going to mean to you and your clients. As the retirement landscape continues to evolve, year-end presents an important opportunity for Advisors and Plan Sponsors to evaluate governance practices, regulatory changes, investment trends, and strategic priorities for the year ahead. Join us for a timely discussion designed to help you navigate today's challenges and prepare confidently for 2027.

What You'll Learn

• What the new DOL proposed Fiduciary Investment Selection Safe Harbor Rule would do, and why it’s going to take up a lot of your time next year
• Where we stand on alternative investments in defined contribution plans, and what you need to know about what’s coming
• How EBSA reformed its enforcement program and its new enforcement priorities
• What the new proposed rules for eligible investments and employer contributions in Trump accounts mean

Hosts:

West Coast WIPN Chapters

Federated Hermes DCIO

Tony Nikaj – Senior Retirement Consultant

Guest Speaker:

Bradford Campbell – Partner at Faegre Drinker Biddle & Reath LLP

Register here: 10.27.26 WIPN + Federated + Brad Campbell [fmr.zoom.us]