WELCOME!

Popular Fiduciary Services welcomes you to the 2024 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.

Please access this link for a short survey. Your answers will help us to improve the quality of future events.

You can access the presentations in the links below.


  1. The Next Frontier of Plan Design for Inclusive Financial Wellness
  2. DOL ERISA Update
  3. Popular Master Plan: Evolving to Meet the Needs of a Changing Business Environment
  4. Tax Considerations for Retirement Plans in Puerto Rico
  5. Essential Compliance Checks for Your Qualified Retirement Plan
  6. Key Considerations Before Deciding to Terminate a Retirement Plan in PR: Missing Participants, Uncashed Distribution Checks and Small Account Balances
  7. ERISA and other Regulatory Considerations for Retirement Plans in Puerto Rico
  8. Financial Wellness Program: Achieving Balance in Money and Life

Thank you for joining us for the 2024 Retirement Plan Conference!