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Brea(k)fast with the Experts- Dayton | Everhart Advisors

April 16 @ 8:00 am 11:00 am

Stay ahead of the curve with the latest updates in ERISA litigation, Pooled Employer Plans (PEPs), and SECURE Act 2.0 by joining us for an educational event focused on these critical topics reshaping the retirement planning landscape and fiduciary responsibilities.

Whether you’re a business owner, finance executive, HR professional, or benefits specialist, this event is your opportunity to stay informed and prepared for what lies ahead.

Plus, don’t miss out on your chance to receive a certificate of attendance, which can be utilized to apply for continuing education credit.

Here’s what you can expect to learn:

ERISA Litigation Updates: Discover the practical lessons learned from recent ERISA litigation cases, equipping you with the knowledge to implement fiduciary best practices and reduce fiduciary liability.

Understanding Pooled Employer Plans (PEPs): Uncover the intricacies of PEPs and their potential impact on both employers and employees, empowering you to make informed decisions about retirement savings options.

SECURE Act 2.0 Updates: Gain a clear understanding of the latest guidance on SECURE Act 2.0 updates and see how these changes might affect your retirement planning strategies as a plan sponsor.

Come join us for this educational event where you’ll get valuable insights into these important topics, helping you navigate the constantly changing regulatory landscape with confidence and foresight.


  • 8:00 – 8:30 AM – Check in, Breakfast & Networking
  • 8:30 – 11:00 AM – Presentations

RSVP by Wednesday, April 10th!

4075 Southern Blvd
Dayton, Ohio 45429 United States