Our Employer Retirement Plan team has been on the road this summer attending conferences across the country to increase their knowledge so we can best serve our clients.


Nicole Offerman attended the 2022 NAPA 401(k) Summit in Tampa, Fla., featuring keynote speaker Jim Kelly, NFL Football Hall of Famer who spoke on “A Journey of Perseverance.” From the new era of ESG investing to retaining talent to cybersecurity issues, the conference covered a wealth of knowledge and best practices.




Maryellen Vandegrift attended The 2022 PLANSPONSOR National Conference in Orlando, Fla. The conference covered trends and practices in retirement plan design, participant engagement, legislative updates and more.






Beth Davies attended the Broadridge Fi360 Solutions Annual Conference in Austin, Tx. Attendees were able to participate in workshops, discussions, learning sessions and more to grow their fiduciary knowledge.