Benefits professionals broadly affiliated with retirement plan sponsors, including for-profit and not-for-profit companies and organizations, and governmental agencies. Within those organizations: Owners, CEO, CFO, HR directors, benefits coordinators; CPAs, investment advisors, auditors and attorneys involved in plan design and administration.
Any and all parties with a clear fiduciary responsibility, as defined in laws governing retirement plans: CEO, CFO, HR directors, benefits administration staff, CPAs; investment advisors, auditors and lawyers involved in plan oversight and administration.
Any sponsoring business, company or organization, regardless of product, service or market orientation, that is maintaining, introducing or revising a retirement plan. Start-ups, established businesses, businesses in transition.
The full spectrum, from sole proprietorships to large, multinational companies employing up to 5,000 people