Join us for a midday of great food, conversation, and insight with Radius Wealth Management.

Fiduciary duties are a growing responsibility for workplace retirement plan sponsors — and fiduciary status attaches to the person exercising discretion, not to the job title. Join Radius Wealth Management, T. Rowe Price, and TRA for a complimentary lunchtime session at Ruth's Chris Steak House in Boston, built for HR, benefits, and finance leaders. We'll cover what actually makes someone a plan fiduciary, the four core fiduciary responsibilities, how ERISA lawsuits get started and what's driving them right now, and practical steps to reduce your exposure. Whether you sit on an investment committee or simply inherited the 401(k), you'll leave with benchmarks, a checklist, and a clearer view of where your risk sits.
Attendees can earn 1 CE credit hour — SHRM, CFA, CFFP, CFP, CTFA, IWI designations, and PRP. We'll send the credit application link to all attendees following the event.

Venue Access and Parking
Valet parking is available directly across the street at 45 Province Street, just a two-minute walk from the restaurant. Parking will be covered for all guests attending the event.