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The retirement plan landscape continues to evolve requiring plan sponsors to stay on top of the changes in order to offer an appropriate and competitive 401k plan benefit. We will review how plan sponsors can stay ahead of evolving trends, regulatory changes, and fiduciary expectations.
We will highlight how today’s environment requires a more proactive and disciplined approach—balancing compliance, benchmarking, and participant outcomes while incorporating key developments such as SECURE 2.0 provisions. The session will set the stage for practical insights to help sponsors strengthen governance, manage risk, and improve overall plan effectiveness. Takeaways:
Speaker:
Scott Schwartz, NQPA
Senior Relationship Manager Spectrum Investment Advisors Scott is a senior relationship manager for Spectrum Investment Advisors, responsible for assisting plan sponsors with their fiduciary duties by conducting retirement plan investment reviews, employee educational meetings, and one-on-one investment consultations. He has been in the retirement services industry since 1994 and holds the Investment Adviser Representative license (Series 65). Prior to joining Spectrum, Scott’s work experiences focused on a broad array of retirement roles including record keeping, relationship management, and the creation and delivery of educational materials. Scott is a Board president of Wisconsin Retirement Plan Professionals, Ltd. (WRPPL) and a member of the National Association of Plan Advisors (NAPA). Scott is a frequent presenter of retirement planning information to retirement industry panels and service organizations. |
Date:
Thursday, July 16, 2026 Schedule: 11:30 am – 12 noon – Registration and lunch for members attending in-person 12:00 pm – 1:15 pm - Presentation and Q & A Location: Spectrum Investment Advisors 6329 West Mequon Road Mequon, WI 53092 RSVP: Please RSVP by Wednesday, July 8, 2026 Cost: Free - Virtual Attendees & ISCEBS Chapter Members Attending In Person $20 - Non-ISCEBS Members attending In-Person Refund Policy: Please contact the chapter no later than one day before the event to receive a refund. Questions: Please email [email protected]. 
CEBS Compliance Credit This presentation qualifies for 1.5 CEBS Compliance credits. Visit www.cebs.org/compliance for more information. |