WELCOME!

Popular Fiduciary Services welcomes you to the 2025 Popular Retirement Plans Conference. During the event, you will be able to exchange ideas, discover new opportunities and expand your knowledge about the retirement plans industry.

Thank you for your support during our annual retirement plans conference:

You can access the presentations in the links below:

  1. Staying the Course: Navigating Retirement Savings in Volatile Times
  2. Navigating Retirement Plan Distributions: Tax Implications & Best Practices
  3. Medicare Advantage Solutions for Plan Sponsors
  4. Are Alternative Assets Being Added to 401(k) Plans? Trump's Executive Order and What Could Mean for You
  5. The Fiduciary's Guide to ERISA: Duties, Compliance and Accountability
  6. How to Get Ready for Your Retirement Plan Audit
  7. Retirement Planning in Action: A Strategic Approach to Financial Readiness

Thank you for joining us for the 2025 Retirement Plan Conference!

Additional materials:
Agenda 2025
Rules to participate in the sweepstakes during the 2025 Popular Retirement Plans Conference

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