Who should attend?
- Human Resource Professionals
- Plan Fiduciaries
- CFOs/Controllers/Payroll Specialists
- Investment Committee Members
- Business Owners & Executive Leaders
Welcome & Opening Remarks
Allied Investment Advisors
Allied Investment Advisors
2026 Fiduciary Insights Conference
Join us in Billings, Montana for the Fiduciary Insights event, a collaborative event focused on helping organizations strengthen retirement plans, improve participant outcomes, and navigate fiduciary responsibilities with confidence.
For those facing challenges in attracting and retaining talent, communicating benefits effectively, this event offers actionable perspective and practical strategies.
The Countdown
Months
Days
Event Agenda
Fiduciary 101 & Fiduciary Misconceptions SHRM CE Available
Rachael Brumund with T. Rowe Price Retirement
What the Future Holds for Cybersecurity in Retirement Plans
Trish McGinity with Empower
Lunch - Sponsored
Trends & Developments in Defined Contribution Plans - Ask the Experts
Panel discussion with industry leaders in the retirement plan arena.
Plan Sponsor Awards
Plan Sponsor Awards - If you are not a current client of Allied and would like to be considered for an award, please let us know and we will allow you to provide some of your plan metric information for submission.
Plan Sponsor Panel
An opportunity to learn from your peers on plan design initiatives, improving retirement outcomes, and creative communication strategies with participants.
Break
Amplifying Human Intelligence
How organizations can use AI to elevate their retirement plan and other benefits.
Brought to you by Janus Henderson
A Navy Seal's Secrets of Success Under Conditions of Uncertainty - Capital Group/American Funds
Hear Capital Group's Jonathan Wilson share three keys to success he learned as a former Navy SEAL, and how you can put them to work in your organization.
Happy Hour - Interact with Your Peers
Dinner - Small Group Dinners Hosted in Downtown Billings
Breakfast
Leveraging Non-Qualified Plans to Improve Participant & Plan Sponsor Outcomes
Don Curtis with Principal
Building Strong Investment Menus & Target Date Fund Due Diligence
Panel Discussion
Administrative Pitfalls & How to Avoid Them
Steve Blom with Big Sky Retirement
Regulatory Update & Retirement Plan Litigation
Brought to you by Columbia Threadneedle
Andy Larson with The Retirement Learning Center
Guide to the Markets l CPA CE Available
Sam Gibbons with JP Morgan
Closing Remarks & Dismissal
Allied Investment Advisors
Wrap-Up & Lunch To Go
Meet The
Keynote Speakers
Bringing fresh perspectives on fiduciary responsibility, participant outcomes, and the practical realities of day-to-day plan administration.
Marquette Payton, Director, Practice Management Consultant, Janus Henderson Investors
Marquette Payton is a Director, Practice Management with the Specialist Consulting Group at Janus Henderson Investors. In this role, she provides thoughtful guidance and consultation to financial professionals in strategic support of their goals to help them achieve differentiated business success. She is also a keynote speaker for national and international financial professional and investor audiences on topics such as client acquisition, client loyalty, life wellness, financial education, women and investing, and diversity and inclusion. Prior to joining Janus in 2011, she worked as a manager at American Century Investments, where she led and coached a team that focused on consultative solutions to meet the financial goals of retail clients. Marquette received a Bachelor of Science degree in microbiology with a minor in chemistry from New Mexico State University, where she was recognized as a Crimson Scholar. She holds FINRA Series 7, 63, and 26 securities licenses as well as the Certified Divorce Financial Analyst (CDFA®) and Chartered Retirement Plans Specialist (CRPS®) designations. Marquette is a Kolbe certified consultant. She is currently pursuing a Professional Coaching Credential through the International Coaching Federation. She has 27 years of financial industry experience.
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Taylor Pluss, Executive Director, Defined Contribution Specialist, Janus Henderson Investors
Taylor Pluss is an Executive Director, Defined Contribution Specialist, West division, with the Specialist Consulting Group at Janus Henderson Investors. In this role, Taylor provides thoughtful advice and consultation to her Janus Henderson peers and financial advisors regarding some of today’s most complex retirement issues. She also helps leads Janus Henderson’s national Women and Wealth initiatives. Previously, she worked as a client consultant for Janus’ Chicago region, where she helped financial advisors grow their business. Taylor earned a Bachelor of Science degree with concentrations in finance and supply chain management from Syracuse University. She holds FINRA Series 7 and 63 securities licenses as well as Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), Accredited Portfolio Management Advisor (APMA®), and Chartered Retirement Plans Specialist (CRPS®) designations. She has 19 years of financial industry experience.
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Trish McGinity, Head of Cybersecurity Communications with Empower
Trish McGinity is Head of Cybersecurity Communications for Empower. In her role, she delivers high-level security and technology presentations on the Empower cybersecurity program and related technology advancements to prospective, new and existing clients as well as Empower associates, including members of the executive leadership team. Trish joined Empower in 2020 and has 24 years of cybersecurity experience. Trish holds a bachelor’s degree from Miami University. She currently maintains the Certified Information Systems Security Professional (CISSP) designation and the Certificate of Cloud Security Knowledge (CCSK) from the Cloud Security Alliance. In her spare time, Trish likes to ski, golf and go rafting with family and friends.
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Jonathan D. Wilson, Capital Group
Jonathan D. Wilson is an advisory practice management at Capital Group, home of American Funds. He has 10 years of industry experience and has been with Capital Group for 9 years. Prior to joining Capital, Jonathan worked as an associate trader at Goldman Sachs. Before that, he was a Navy SEAL in the United States Navy. He holds an MBA from the University of Oxford and a bachelor's degree in history from the University of Maryland. Jonathan is based in Denver, CO.
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Rachael Brumund, T. Rowe Price
Rachael’s strong communications skills, along with her deep financial experience, have helped her provide value to her clients as a Retirement – Regional Sales Consultant in the U.S. Intermediaries – Retirement Group at T. Rowe Price, where she covers the Pacific Northwest region. Rachael’s mission is to help a diverse group of financial professionals elevate their businesses to higher levels. She is focused on helping financial professionals add value to their clients’ investment strategies, as well as remain informed about trends in the retirement marketplace. Key Experience • More than 20 years in the financial industry • Joined T. Rowe Price in 2025 • Series 66, 7, and 24 registered representative and state-registered broker-dealer • Prior to her current role, Rachael served as Vice President of DCIO at Fidelity • B.S. in psychology from the University of North Carolina – Chapel Hill
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Steve Blom, Big Sky Retirement
Steve Blom is the founder of Big Sky Retirement and has 30+ years of experience as a Third Party Administrator (TPA) for retirement plans. Steve has a gift for designing retirement plans that suit the unique needs of his clients, from small professional groups to large companies. Steve’s analytical skills, attention to detail, and ability to explain technical concepts in everyday language have rightfully earned his clients’ trust. He is adept at all aspects of qualified retirement plan administration including plan design, consulting, conversions, compliance testing, and government reporting. Prior to Big Sky Retirement Steve was a partner in charge of TPA services for Galusha Higgins & Galusha and Wipfli. Steve received a Bachelor of Science degree in Accounting from the University of Dayton. He has earned the Certified Pension Consultant (CPC) and Qualified Pension Administrator (QPA) designations from the American Society of Pension Professionals and Actuaries (ASPPA), the Enrolled Retirement Plan Agent (ERPA) designation from the IRS, as well as previously holding the NASD Series 6 certification. In his free time Steve enjoys camping, backpacking, mountain biking and skiing with his wife and two sons.
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Andy Larson, Retirement Learning Center
Retirement Learning Center (RLC) co-founder Andy Larson is a respected authority, lecturer and thought leader in the retirement industry with over 40 years of experience. Andy's background includes consulting with major recordkeeping platforms, advanced sales support for intermediaries and extensive plan governance support and consulting. As an executive, he ran the recordkeeping and consulting practice for Universal Pensions, Inc. (UPI). He has served as an adjunct professor for Minnesota's Central Lakes College system and provides expert witness services on retirement topics. Andy co-authored RLC's book, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors. He is a University of St. Thomas graduate with a Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries. Andy's interests include history, running, and swimming, and he owns a thriving brewery and taproom. He is involved with numerous civic organizations and serves on various boards and commissions.
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Don Curtis, Principal
I consult on all areas of nonqualified plans, including 409A, 457(b), 457(f) and other regulatory and tax issues, accounting, and questions related to plan operation and design. My goal is to help ensure positive outcomes for advisors, employers and their employees. In 2004, I joined Principal and have a Bachelor of Arts degree in 1992 from North Carolina State University. I also hold the Series 6 (Variable Securities), Series 63 (Blue Sky Laws) securities registrations from the Financial Industry Regulatory Authority (FINRA) and North Carolina Life and Health License. Before joining Principal, I spent twelve years with Aon Consulting, PricewaterhouseCoopers, and Mellon HR Solutions. I live in Knightdale, North Carolina with my wife, kids, and canine companions where I enjoy hiking, working on Volkswagens, and target shooting.
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Kelli Beauregard, Blackrock
Kelli Beauregard, C(k)P© is a Director and Defined Contribution Market Leader for BlackRock's U.S. & Canada Defined Contribution Group. In her role, Kelli manages BlackRock's defined contribution relationships in the Pacific Northwest region and Hawaii. She is charged with building out retirement plan distribution for Blackrock strategies through financial advisors, consultants, TPAs and Record Keeping platforms, while helping to enhance the overall financial future of our clients. Prior to joining Blackrock, Kelli held a similar role at Columbia Threadneedle Investments for over 11 years and began her career with Fidelity Investments in 2004. Throughout her career she has been committed to delivering solutions to help consultants and plan sponsors drive success in their corporate retirement plans. Kelli earned a BS in Business Administration from Bryant University and holds the C(k)P© designation. She has served on the boards of the Seattle Chapter of WE Inspire. Promote. Network. (WIPN) as well as the ASPPA Benefits Council of the Great Northwest, and is an active supporter of multiple Western Pension & Benefits chapters in the region. Born and raised in the Boston area, Kelli now resides in Kirkland, WA with her husband Dan, son Jackson, and step-daughter Harper where she enjoys cheering on the kids in their various sports and traveling as much as possible.
READ MOREThank You To Our Sponsors
Reserve Your Spot!
Attendance is complimentary and meals are provided. Guests are responsible for paying for their own hotel accommodations. We have secured a special rate for our conference attendees at DoubleTree by Hilton.
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Book Your Hotel Stay!
DoubleTree by Hilton Hotel Billings
27 N. 27th Street,
Billings, Montana,
59101, USA
Free shuttle available from Billings Logan International Airport. Book by April 5, 2026, to secure your $149/nightly rate!
Block Name: Allied Investment
Block Code: CDT92F (for guests calling in to reserve)
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