Who should attend?
- Human Resource Professionals
- Plan Fiduciaries
- CFOs/Controllers/Payroll Specialists
- Investment Committee Members
- Business Owners & Executive Leaders
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
What the Future Holds for Cybersecurity in Retirement Plans
Brought to you by Empower
Amplifying Human Intelligence
How organizations can use AI to elevate their retirement plan and other benefits.
Brought to you by Janus Henderson
Lunch - Sponsored
Trends & Developments in Defined Contribution Plans - Ask the Experts
Panel discussion with industry leaders in the retirement plan arena.
Leveraging Non-Qualified Plans for Better Participant & Plan Sponsor Outcomes
Brought to you by Principal
Break
Plan Sponsor Awards
*Best Participation
*Year-Over-Year Improved Metrics
*Highest Average Deferral Rate
*Creative Communication Strategies
Plan Sponsor Panel
An opportunity to learn from your peers on plan design initiatives, improving retirement outcomes, and creative communication strategies with participants.
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
Administrative Pitfalls & How to Avoid Them
Steve Blom with Big Sky Retirement
Fiduciary 101 & Fiduciary Misconceptions
Mike Staples - T. Rowe Price
CE Available
Regulatory Update & What's Happening on the Hill
Andy Larson
The Retirement Learning Center
Market Update & Economic Outlook
Brady Goyn, Investment Analyst
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.
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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Mike Staples, T. Rowe Price
Mike has been with T Rowe since 2019 and has over 27 years of retirement plan experience. Throughout his career, Mike has partnered with advisors and TPAs to help them grow and retain their retirement book of business. Mike has a passion for the retirement industry and takes a lot of pride in working with plan sponsors to improve outcomes for employees. Mike lives in Denver, CO with his wife and two children, and together they enjoy everything outdoors that Colorado has to offer.
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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. Following the death of his RLC business partner, John Carl, Andy noted the opportunities and similar values and culture October Three offered. The acquisition by October Three provided a stable, positive foundation for the RLC staff and brought additional skillsets into the October Three organization. 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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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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We’re here to help with event details, registration, or lodging information.