2021 Atlanta Virtual Fiduciary Summit (Session 2)
2021 ATLANTA
VIRTUAL FIDUCIARY SUMMIT - SESSION 2
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US FOR SESSION 2!
Atlanta Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend the continuation of a 2-part virtual summit hosted by leading local experts! Session 2 of the 2021 Atlanta Virtual Fiduciary Summit will feature new topics including: HR consulting, HSAs in retirement, managed accounts, creating financially empowered employees + more!
This comprehensive remote summit is presented as part of the 2021 Retirement Plan Road Show, and will feature unbiased, education-focused online training for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries. Our diverse group of industry experts will discuss retirement plan best practices and strategies, and have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for part 2 of this can’t-miss virtual retirement plan summit!
LOCAL HOSTS AND GUEST SPEAKERS:
Can’t attend? Click here to request another event in your area!
Greg Fiore, Senior Vice President - OneDigital
Jackie Deckman, CPFA®, Retirement Plan Advisor – OneDigital
David Griffin, Senior Vice President - OneDigital
Matt Wilde, Senior Investment Specialist - Principal
Brooke Harrison, Vice President, Retirement Solutions – Principal
Chip Ely, Multi-Product Account Executive – Fidelity Investments
Laura Rogers, Director of Financial Elements – OneDigital
Brandon Cutler, Financial Elements Mentor – OneDigital
Stephanie Hunt, Retirement Plan Consultant - OneDigital
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
Benchmarking
Taking it Up a Notch: Moving from a Retirement Plan Committee to a Benefits Committee
Student Loan Repayment Program
Financial Elements: Breaking Down Complicated Financial Concepts for Your Employees
Guaranteed Income in Retirement
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Video Highlights
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Cleveland Virtual Fiduciary Summit
2021 CLEVELAND VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US FOR A VIRTUAL EVENT!
Cleveland Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend a virtual summit hosted by leading local experts! The 2021 Cleveland Virtual Healthcare & Retirement Plan Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL HOSTS AND GUEST SPEAKERS:
Tuesday, November 9th, 2021
12:00 pm - 2:00 pm EST
Hosted Virtually Via Zoom
Earn 2 Hours CE Credit!
Can’t attend? Click here to request another event in your area!
David Krasnow, Vice President, Retirement & Investments - NFP
Beth Krasnow, President - Thrive Flexible Matching
Mike Manosh, Senior Vice President - Fidelity Investments
Charles Mullen, Chairman - Apple Growth Partners
Brian Hirsch, Managing Director - NFP Corporate Benefits
Krista Steedly, CPA, Manager - Apple Growth Partners
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
What Every Fiduciary Needs to Know
Retirement Industry Trends
The New WOW Employee Benefit: Student Loans
Plan Sponsor Attitudes
Financial Wellness
Convergence of Healthcare & Retirement
More Topics TBA!
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Video Highlights
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Tennessee Healthcare & Retirement Plan Summit
2021 TENNESSEE
HEALTHCARE AND RETIREMENT PLAN SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN MUSIC CITY!
Tennessee 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2021 Tennessee Healthcare and Retirement Plan Summit is a comprehensive summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss healthcare and retirement plan summit!
LOCAL HOSTS & GUEST SPEAKERS:
Thursday, November 4th, 2021
11:00 am - 3:00 pm CST
Nissan Stadium - Home of the Tennessee Titans!
Luncheon Included + Optional VIP Stadium Tour 3:00 pm - 4:00 pm
Earn 3 Hours CE Credit!
Attend live or virtually/online! Click here to select your preference
Managing Director – Pensionmark
Bradford Campbell, Partner - Faegre Drinker Biddle & Reath LLP
CEO - Innovu
Accounting and Assurance Shareholder - LBMC, PC
More to be announced!
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
Convergence of Healthcare & Retirement & HSAs
Employer Survival Guide
Legislative & Enforcement Updates
The Latest on CAA
Audit Changes & Best Practices
The Voice of the American Worker
Plan Design Insights
RFP/RFI & Benchmarking Best Practices
Financial Wellness for Plan Sponsors & Employees
More Topics TBA!
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Professionals Seeking HR and Benefits Administration training
Pension and Healthcare executives
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
3 Hours of CPE/CPA Credit
3 Hours of HRCI/SPHR/PHR/GPHR General Credit
3 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Video Highlights
Event Registration
*$250 fee Waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
MAKE THE MOST OF YOUR EVENT:
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
NEED PLAN ASSISTANCE NOW?
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Jacksonville Fiduciary Summit
2021 JACKSONVILLE FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN JACKSONVILLE!
401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2021 Jacksonville Fiduciary Summit! The seminar is a stop on the 2021 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.
The education focused, workshop style conference is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.
LOCAL HOSTS AND GUEST SPEAKERS:
Wednesday, November 3rd, 2021
University of North Florida
Adam W. Herbert University Center
12000 Alumni Drive, Bldg. 43
Jacksonville, FL 32224
11:00 am - 3:00 pm
Luncheon Included
Attend live or virtually/online! Click here to select your preference
Buck Blanton, Managing Director, Pensionmark
John Burgess, Partner - Shumaker
Heather Hodges, VP of HR - Episcopal Children’s Services
Esther Wright, HR Director – Providence School/New Life Christian Fellowship
Laura Carnes, QPA, QKA, ERPA, Managing Partner - Black Creek Retirement Plans, Inc.
Jennie Muniz, CPA
Managing Director, DHG LLP
Jeanna LeMasters, COO – Cecil W Powell & Company
Can’t attend? Click here to request another event in your area!
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
What every fiduciary needs to know
Different types of fiduciaries 3(16) 3(21) 3(38)
Knowing your plan fees
Local & national case studies and success stories
Employee Benefits Compliance
RFP & RFI best practices
IRS & DOL correction procedures for plan errors
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
3 Hours of CPE/CPA Credit
3 Hours of HRCI/SPHR/PHR/GPHR General Credit
3 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Your 2021 Jacksonville Fiduciary Summit Registration Supports Our Charitable Partnership With Episcopal Children’s Services!
Episcopal Children’s Services helps underserved children in Northeast and Central Florida build a strong foundation for educational success. Working with children from birth to age 5 – the most critical years for cognitive development – ECS’s dedicated teachers and staff use curricula based on the latest research and best practices to help families ensure their youngsters enter school ready to learn.
ECS’s Head Start/Early Head Start is a free program for children of families with low incomes, providing comprehensive early learning in both center-based and home-based settings. This successful program helps ensure children’s readiness for school and increases parental knowledge in children’s growth and development. Episcopal Children’s Services’ Head Start program provides full-day, center-based early learning to children ages 3-5 years, and the Early Head Start program provides full-day, full-year, center-based and home-based early learning to pregnant women and children birth to 3 years of age. Click here to learn more about how to get involved!
Video Highlights
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 New York Virtual Healthcare & Retirement Plan Summit
2021 NEW YORK
VIRTUAL HEALTHCARE & RETIREMENT PLAN SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US FOR A VIRTUAL EVENT!
New York Healthcare and Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend a virtual summit hosted by leading local experts! The 2021 New York Virtual Healthcare & Retirement Plan Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL HOSTS & GUEST SPEAKERS:
Managing Director – Pensionmark
Vice President, Senior Retirement Plan Strategist - Franklin Templeton Investments
CEO - Innovu
Sue Walton, SVP, Senior Retirement Strategist - Capital Group | American Funds
Patrick Carragher, Senior Vice President, Employee Benefits - NPPG
Michael M. Salerno, Founder & CEO of National Professional Planning Group (NPPG)
Your 2021 New York Healthcare & Retirement Plan Summit Registration Supports Our Charitable Partnership With the Tunnel to Towers Foundation!
On September 11, 2001, FDNY firefighter Stephen Siller laid down his life to save others when America was attacked. For 20 years, the Tunnel to Towers Foundation has honored Stephen’s legacy by supporting the heroes who continue to risk life and limb in the line of duty.
Smart Home Program: Custom builds specially adapted mortgage-free smart homes that help our most catastrophically injured veterans and first responders to reclaim their day-to-day independence.
Fallen First Responder Program: Pays-off the mortgages for the families of law enforcement officers and firefighters who are killed in the line of duty with young children.
Gold Star Family Home Program: Honors the legacy of those who have made the ultimate sacrifice while serving our country by paying off the mortgage or providing the surviving spouses and young children with mortgage-free homes.
To mark its 20th anniversary, the Tunnel to Towers Foundation has promised to deliver 200 mortgage-free homes to our nation’s heroes by the end of the year. The foundation has already delivered over 370 homes to date!
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
Honor our nation’s heroes through our partnership with the Tunnel to Towers Foundation
DISCUSSION TOPICS:
Convergence of Healthcare & Retirement & HSAs
Pooled Employer Plans (PEP) - Ask the Experts Panel
What Every Fiduciary Needs to Know for 2021
Financial Wellness
How to Evaluate the Reasonableness of Plan Fees
How to Maximize Participant Outcomes & Successful Plan Design
Plan Benchmarking & RFP Best Practices
Health, Wealth and the Future of Retirement
Decoding The Generations = Solutions for Your Multi-Generational Workforce
Ask the Experts - Local & National Professional Panel
More Topics TBA!
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Event Registration
*250 fee waived for select qualified plan sponsors who complete the following form or call(619) 795-3920
Ready for the next step?
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Philadelphia Virtual Fiduciary Summit
2021 PHILADELPHIA
VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US FOR A VIRTUAL EVENT!
401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2021 Philadelphia Virtual Fiduciary Summit! The seminar is a stop on the 2021 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.
The education focused, workshop style remote conference is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.
LOCAL HOSTS AND GUEST SPEAKERS:
Mike Filachek, Assistant Vice President at NFP Retirement
Beth Krasnow, Esq., Senior Vice President at NFP
Rich Krekstein, Managing Director at NFP
Jennifer Mulrooney, Vice President, Regional Retirement Consultant at American Century
Marina Edwards, Senior Defined Contribution Strategist at Invesco
Jen Taboada, Social Security Consulting Team at Blackrock
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
A Review of 2021 and a Look Into 2022
A Look Inside Student Loan Debt Repayment Programs
Carrier & Provider Price Transparency - New Data Brings New Opportunities
Addressing the Need for Lifelong Retirement Income
Cyber Security Fiduciary Considerations
How Does Social Security Really Work?
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Register Now
*$150 fee waived for select qualified plan sponsors who complete the following form:
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Columbus Fiduciary Summit
2021 COLUMBUS FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN CENTRAL OHIO!
401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2021 Columbus Fiduciary Summit! The seminar is a stop on the 2021 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.
The education focused, workshop style conference is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.
LOCAL HOSTS AND GUEST SPEAKERS:
Wednesday, October 20th, 2021
8:30 am - 12:00 pm (Breakfast Included)
New Albany Country Club
1 Club Ln, New Albany, OH 43054
Or attend a livestream of the event via Zoom!
Jim Robison, Managing Director at Strategic Retirement Partners
Ric Clouse, Managing Director at Strategic Retirement Partners
Bradford Campbell, Partner - Faegre Drinker Biddle & Reath LLP, Former Assistant Secretary of Labor for Employee Benefits, head of the Employee Benefits Security Administration (EBSA)
Seth Hanft, Counselor at BakerHostetler
Tiffany L. White, CPA, Shareholder at Clark Schaefer Hackett
More Speakers To Be Announced!
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
What Every Fiduciary Needs to Know
Benchmarking & Case Studies
Top Issues Facing Retirement Plan Sponsors
Financial Wellness
Local & National Professional Panel
Plan Sponsor Legal Update
RFP & RFI Best Practices
An Update on Benefits Regulatory Reforms and Enforcement
Investment Trends & Best Practices
More Topics TBA!
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
3 Hours of CPE/CPA Credit
3 Hours of HRCI/SPHR/PHR/GPHR General Credit
3 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Washington Virtual Fiduciary Summit (Session 2)
2021 WASHINGTON
VIRTUAL FIDUCIARY SUMMIT - SESSION 2
PART OF THE RETIREMENT PLAN ROAD SHOW
Washington Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend the continuation of a 2-part virtual summit hosted by leading local experts! Session 2 of the 2021 Washington Virtual Fiduciary Summit will feature new topics including: new employee benefit plan audit standards, industry trends, CARES & SECURE Act, sustainable investing, Financial Wellness + more!
This comprehensive remote summit is presented as part of the 2021 Retirement Plan Road Show, and will feature unbiased, education-focused online training for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries. Our diverse group of industry experts will discuss retirement plan best practices and strategies, and have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for part 2 of this can’t-miss virtual retirement plan summit!
LOCAL HOSTS & GUEST SPEAKERS:
Can’t attend? Click here to request another event in your area!
Bill Small, Co-Founder & Principal – Highland Capital Advisors (Issaquah, WA)
David Mann, Senior Consultant – Highland Capital Advisors (Issaquah, WA)
Toni Brown, CFA, Senior Retirement Strategist - Capital Group
Shawn Hansen, CPA, Shareholder - Clark Nuber
Jennifer Schuessler, CFP® | Regional Sales Director - Empower Retirement
More Speakers TBA!
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee Outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS
Planning for Retirement, do Participants Even Listen?
Does ESG Investing Fit in Retirement Plans?
Financial Wellness, what do Participants Need?
Auditor Update
WHO CAN BENEFIT:
401k, 403b, DB Pension, Retirement and Benefits Plan Sponsors
Plan Fiduciaries, Committee Members, and Business Owners
Professionals Seeking HR and Benefits Administration Training
CFO and Finance Professionals
EARN CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Video Highlights
Event Registration
*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
MAKE THE MOST OF YOUR EVENT
NEED PLAN ASSISTANCE NOW?
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Orange County Virtual Fiduciary Summit
2021 ORANGE COUNTY
VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US FOR A VIRTUAL EVENT!
Orange County Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend a virtual summit hosted by leading local experts! The 2021 Orange County Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL HOSTS & GUEST SPEAKERS:
Can’t attend? Click here to request another event in your area!
Shannon Main, Principal –Pensionmark
Charles E. F. Millard, Senior Advisor – Amundi
Ken Sommer, Head Portfolio Manager – NY Life Investments
David M. Blanchett, Head of Retirement Research – PGIM
Sue Walton, Senior Retirement Strategist - Capital Group | American Funds
Tina White, Senior Retirement Plan Strategist - Franklin Templeton
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
What Every Fiduciary Needs to Know for 2021
Retirement Industry Trends + Best Practices
Three Universal Characteristics of a Sound Retirement System
Decoding the Generations = Solutions for Your Multi-Generational Workforce
Saving More With Less: Optimal Plan Design with Automatic Enrollment and Employer Match Contributions
Fed's and Interest Rates, Inflation and How it Relates to Stable Value and Money Market
Voice of the American Worker
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
PIHRA members
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Colorado Fiduciary Summit
2021 COLORADO FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN COLORADO!
401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2021 Colorado Fiduciary Summit! The seminar is a stop on the 2021 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.
The education focused, workshop style conference is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.
LOCAL HOSTS AND GUEST SPEAKERS:
Tuesday, September 28th, 2021
11:00 am - 3:00 pm (Luncheon Included)
The Field House Event Venue
1600 N Federal Blvd. Denver, CO 80204
Attend live or virtually/online! Click here to select your preference
Senior Vice President - NFP Retirement
Assistant Vice President - NFP
Bradford Campbell, Partner - Faegre Drinker Biddle & Reath LLP
President - Thrive Flexible Matching
Amy Hanophy, Vice President, Advisory Services - NFP Retirement
Chuck Rolph, Technical Director, Advanced Consulting Group - Nationwide
Can’t attend? Click here to request another event in your area!
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
Retirement Industry Trends
Convergence of Healthcare and Retirement
Update on Benefit Regulation and Legislation: What’s Going on In Washington DC
Health Savings Accounts Facts & Features
HSA’s Case Studies & Success Stories
Next Generation Financial Wellness: WellCents
Setting a Course for Top Talent with Executive Benefits
The New WOW Employee Benefit - Student Loans
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
3 Hours of CPE/CPA Credit
3 Hours of HRCI/SPHR/PHR/GPHR General Credit
3 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Register Now
*$150 fee waived for select qualified plan sponsors who complete the following form:
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Austin Healthcare & Retirement Plan Summit
2021 AUSTIN
HEALTHCARE & RETIREMENT PLAN SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN AUSTIN!
Austin area 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2021 Austin Healthcare & Retirement Plan Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
Thursday, September 23rd, 2021
11:00 AM - 3:00 PM Luncheon + Workshop
3:00 PM - 4:00 PM VIP Happy Hour (you deserve it)
Location: The University of Texas Club
2108 Robert Dedman Dr
Austin, TX 78712
Attend live or virtually/online! Click here to select your preference
HOSTS & GUEST SPEAKERS
Allison Kaylor-Flink, Senior Vice President at NFP
Stephen DiMarco, Vice President at NFP
Elizabeth Allen, Vice President, Benefits Compliance and Counsel at NFP
Christian Hancey, Partner at Nixon Peabody
Mike D. Donnelly, RPLU, Managing Director - MDO
Kim Heald, Voluntary Benefits, National Practice Leader – NFP
Tony Donofry, Vice President Consulting Services at NFP Executive Benefits
Patrick Carvey, Partner – Holtzman Partners
REASONS TO ATTEND:
Gain confidence about fiduciary responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve employee outcomes
Access executive benefits classes and plan sponsor training
Network with peers and industry leaders
DISCUSSION TOPICS:
Retirement Plan Fees
An Update on Benefits Regulatory Reforms & Enforcement
NFP Benefit Trends Report
Executive Benefits
Fireside Chat with ERISA Attorney - Plan Sponsor Compliance Pitfalls
Auditor’s Perspective: How to Identify & Fix Common Compliance Issues
Cyber Security Risk Management
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
3 Hours of CPE/CPA Credit
3 Hours of HRCI/SPHR/PHR/GPHR General Credit
3 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
EVENT REGISTRATION
*$250 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Utah Virtual Healthcare & Retirement Plan Summit
2021 UTAH
VIRTUAL HEALTHCARE & RETIREMENT PLAN SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US FOR A VIRTUAL EVENT!
Utah Healthcare and Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend a virtual summit hosted by leading local experts! The 2021 Utah Virtual Healthcare & Retirement Plan Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL HOSTS AND GUEST SPEAKERS:
Wednesday, September 22nd, 2021
11:00 am - 1:00 pm (Luncheon Included)
Hosted Virtually Via Zoom!
Health & Safety Measures
Can’t attend? Click here to request another event in your area!
James Moyes, Managing Partner and Financial Advisor, Redstone
Ryan Tiernan, Senior National Account Manager, Capital Group | American Funds
Casey Taylor, AIF® CRPS®, Financial Advisor, Redstone
Bill Lajoie, CPA, CFE, Audit Partner - Haynie & Company
Jessica Wilson, AIF®, VP, Senior Retirement Strategist, Defined Contribution Division - Franklin Templeton
Thayne Sohm, VP Sales, Employee Benefits Consultant - Ventris
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
DISCUSSION TOPICS:
Retirement Industry Trends & Best Practices
Convergence of Healthcare & Retirement
Health Savings Accounts
Evaluating the Reasonableness of Plan Fees
What Every Fiduciary Needs to Know for 2021
The Voice of the American Worker
Ask the Experts Professional Panel
More Topics TBA!
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Event Registration
*$250 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Boston Virtual Healthcare & Retirement Plan Summit
2021 BOSTON
VIRTUAL HEALTHCARE & RETIREMENT PLAN SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN BOSTON!
Boston area 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2021 Boston Virtual Healthcare & Retirement Plan Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused virtual summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss online retirement plan summit!
HOSTS & GUEST SPEAKERS
Richard Wedge, Managing Director - Pensionmark
Sue Walton, Senior Retirement Strategist - Capital Group | American Funds
Mikko J. Passananti, Executive Vice President - PensionmarkMeridien
David Stone, CPA, MBA, CFE, Manager - BerryDunn
Lisa Openshaw, CPA, Principal - BerryDunn
Liam Grubb, CFA, CAIA, Vice President, Senior Retirement Plan Strategist - Franklin Templeton Investments
More to be announced!
Can’t attend? Click here to request another event in your area!
REASONS TO ATTEND:
Gain confidence about fiduciary responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve employee outcomes
Access executive benefits classes and plan sponsor training
Network with peers and industry leaders
DISCUSSION TOPICS:
Retirement Industry Trends
Convergence of Healthcare & Retirement - HSAs
Healthcare Benefits - A Look at Plan Designs and Case Studies
What Every Fiduciary Needs to Know for 2021
Evaluating the Reasonableness of Plan Fees
Hot Topics and Audit Considerations for Plan Fiduciaries
Decoding the Generations = Solutions for Your Multi-Generational Workforce
ERISA Case Studies and Compliance Best Practices
RFI & RFP Best Practices
Executive Benefits
More Topics TBA!
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
EVENT REGISTRATION
*$250 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Long Island Virtual Fiduciary Summit (Session 2)
2021 LONG ISLAND
VIRTUAL FIDUCIARY SUMMIT - SESSION 2
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US FOR SESSION 2!
Long Island area 401(k), 403(b) and Retirement Plan Sponsors are invited to attend the continuation of a virtual summit hosted by leading local experts! Session 2 of the 2021 Long Island Virtual Fiduciary Summit will feature new topics including: understanding plan pricing, emerging benefits technology, and everything a fiduciary needs to know in the new economy.
This comprehensive remote summit is presented as part of the 2021 Retirement Plan Road Show, and will feature unbiased, education-focused online training for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries. Our diverse group of industry experts will discuss retirement plan best practices and strategies, and have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for part 2 of this can’t-miss virtual retirement plan summit!
HOSTS & GUEST SPEAKERS
Allison Kaylor-Flink, Senior Vice President at NFP
Elizabeth Allen, Vice President, Benefits Compliance and Counsel at NFP Retirement
Tony Donofry, Vice President Consulting Services at NFP Executive Benefits
Christian Hancey, Partner at Nixon Peabody
Wednesday, August 25th, 2021
Location: Hosted Virtually on Zoom!
11:00 AM - 1:00 PM
Can’t attend? Click here to request another event in your area!
REASONS TO ATTEND:
Gain confidence about fiduciary responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve employee outcomes
Access executive benefits classes and plan sponsor training
Network with peers and industry leaders
DISCUSSION TOPICS:
Understanding the Pricing of Your Retirement Plan
Washington Update: Benefits Regulatory Reforms & Enforcement
Plan Sponsor Compliance Pitfalls
Executive Benefits: Emerging Trends in the Marketplace
What Every Fiduciary Needs to Know In The New Economy
ERISA Case Studies and Compliance Best Practices
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
EVENT REGISTRATION
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Mid-Central Virtual Fiduciary Summit (Session 2)
2021 MID-CENTRAL
VIRTUAL FIDUCIARY SUMMIT - SESSION 2
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US FOR SESSION 2!
Greater Cincinnati, Kentucky, and West Virginia 401(k), 403(b), and Retirement Plan Sponsors are invited to attend the continuation of a virtual summit hosted by leading local experts! Session 2 of the 2021 Mid-Central Virtual Fiduciary Summit will feature new topics including: when to benchmark & when to RFP, Financial Wellness, QDIA evolution + more!
This comprehensive remote summit is presented as part of the 2021 Retirement Plan Road Show, and will feature unbiased, education-focused online training for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries. Our diverse group of industry experts will discuss retirement plan best practices and strategies, and have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for part 2 of this can’t-miss virtual retirement plan summit!
Can’t attend? Click here to request another event in your area!
LOCAL HOSTS AND GUEST SPEAKERS:
Michael Morris, Managing Director – Pensionmark Financial Group
Diane Gallagher, Vice President, and Head of Employee Management - American Century
Mikko Passananti, Executive Vice President - PensionmarkMeridien
Mero Capo, AIF®, Managing Director - Pensionmark Financial Group
More Speakers TBA!
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
What Every Fiduciary Needs to Know for 2021
Retirement Plan Committee Proves Prudence and Participant Loyalty
Update on Benefits Regulatory Reforms and Enforcement
QDIA Evolution - Target Dates to Managed Accounts
The Next Chapter of Financial Wellness - SmartMap & Managed Advice
When to Benchmark & When to RFP
Ask the Experts
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Video Highlights
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Ready for the next step?
Make the Most of Your Event
Read our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Need Plan Assistance Now?
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
Pensionmark Financial Group LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
2021 Washington Virtual Fiduciary Summit (Session 1)
2021 WASHINGTON
VIRTUAL FIDUCIARY SUMMIT - SESSION 1
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US FOR SESSION 1 OF 2!
Washington Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend a 2-part virtual summit hosted by leading local experts! Session 1 of the 2021 Washington Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit, or click here to register for Session 2!
Local Hosts & Guest Speakers
Dave Rowe, Senior Consultant & Equity Partner – Highland Capital Advisors (Issaquah, WA)
Dr. Claus te Wildt, Senior Vice President Capital Markets Strategy – Fidelity
Stuart C. Harris, Partner – Davis Wright Tremaine LLP
David Mann, Senior Consultant – Highland Capital Advisors (Issaquah, WA)
Mark Strosahl, Business Information Security Officer II at Principal Financial Group
Deena Bell, Vice President-Retirement Solutions at Principal/Principal Securities Registered Representative
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee Outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS
3(21) vs 3(38)
Investment Themes Update
DOL Cybersecurity Program Best Practices
Legislation and Litigation Update
WHO CAN BENEFIT:
401k, 403b, DB Pension, Retirement and Benefits Plan Sponsors
Plan Fiduciaries, Committee Members, and Business Owners
Professionals Seeking HR and Benefits Administration Training
CFO and Finance Professionals
EARN CE CREDIT:
2.25 Hours of CPE/CPA Credit
2.25 Hours of HRCI/SPHR/PHR/GPHR General Credit
2.25 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Video Highlights
Event Registration
*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
MAKE THE MOST OF YOUR EVENT
NEED PLAN ASSISTANCE NOW?
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
Non-Profit Forum - Mitigating 403(b) Plan Risks
NON-PROFIT FORUM
SESSION 2: MITIGATING 403(b) PLAN RISKS
JOIN US FOR THE NON-PROFIT FORUM - SESSION 2
Non-profit retirement plan sponsors and fiduciaries are invited to attend the continuation of a virtual summit hosted by leading local experts! Session 2 of the Non-Profit Forum will feature new topics including: minimizing compliance mistakes, maximizing fee negotiations, avoiding target date fund lawsuits and more!
This comprehensive remote summit is presented as part of the 2021 Retirement Plan Road Show, and will feature unbiased, education-focused online training for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries. Our diverse group of industry experts will discuss retirement plan best practices and strategies, and have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit, and click here to register for Session 3!
CO-SPONSORED BY TIAA & STATE STREET GLOBAL ADVISORS
Tuesday, July 13th, 2021
11:00 am - 1:00 pm EST
Earn 2 Hours Approved CE Credit!
PROGRAM HOSTS:
Brian Roberts, CFA, - Senior Vice President and Head of NFP’s Retirement Plan Consulting Practice
Allison Kaylor-Flink, CPFA, Senior Vice President at NFP Retirement
Kameron Jones, C(k)P, CPFA, Retirement Plan Fiduciary / Holistic Benefits Consultant at NFP Retirement
REASONS TO ATTEND:
Discover the benefits of plan operations reviews
Learn the key elements of plan operations reviews
Learn about trends in 403(b) fee litigation lawsuits
Learn how to avoid common pitfalls associated with plan fees
Learn about DOL recommendations when selecting a plan’s TDFs
Discover the pitfalls of inappropriately selecting a plan’s TDFs
DISCUSSION TOPICS:
Minimizing compliance mistakes
Maximizing Fee Negotiations
Avoiding Target Date Fund Lawsuits
WHO CAN BENEFIT:
Senior leadership
Finance executives
Human resource executives
Other 403(b) plan fiduciaries
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
HOW TO ATTEND
VIDEO HIGHLIGHTS
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Ready for the next step?
Make the Most of Your Event
Read our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Need Plan Assistance Now?
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Atlanta Virtual Fiduciary Summit
2021 ATLANTA
VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN ATL!
Atlanta area 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a virtual summit hosted by leading local experts! The 2021 Atlanta Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL HOSTS AND GUEST SPEAKERS:
President - OneDigital
Senior Vice President - OneDigital
Vice President - OneDigital
Senior Vice President - OneDigital
Practice Leader, HR Consulting - OneDigital
National Sales Director - Empower Retirement
Advisor, Managed Accounts Segment Manager - Empower Retirement
Vice President, DCIO - American Century Investments
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
What Every Fiduciary Needs to Know
The Case for HR Consulting
Saving for Healthcare in Retirement with Health Savings Accounts
Convergence of Health, Wealth, and HR
Creating Financially Empowered Employees
Managed Accounts
More Topics TBA!
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Video Highlights
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Southeast Michigan Virtual Fiduciary Summit (Session 2)
2021 SOUTHEAST MICHIGAN
VIRTUAL FIDUCIARY SUMMIT - SESSION 2
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US FOR SESSION 2!
Southeast Michigan 401(k), 403(b), and Retirement Plan Sponsors are invited to attend the continuation of a virtual summit hosted by leading local experts! Session 2 of the 2021 Southeast Michigan Virtual Fiduciary Summit will feature new topics including: common 401(k) audit issues, healthier retirement outcomes, big data, Roth IRAs, Social Security and more!
This comprehensive remote summit is presented as part of the 2021 Retirement Plan Road Show, and will feature unbiased, education-focused online training for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries. Our diverse group of industry experts will discuss retirement plan best practices and strategies, and have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL HOSTS & GUEST SPEAKERS:
Senior Vice President - OneDigital
Janice Fortin, CPA, MST, Shareholder - Doeren Mayhew
Chris DiPrimio, Head of Product Strategy - Blackrock Systematic Investing
Sue Walton, Senior Retirement Strategist - Capital Group | American Funds
Michael Neaton, CFP® Wealth Management Advisor - OneDigital
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee Outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
Today’s Retirement Plan Landscape
Common 401(k) Audit Issues and How to Avoid Them
A Healthy Retirement - Where Health Meets Wealth
How Big Data Can Be Used to Improve Retirement Outcomes
Participant Education, Roth or not to Roth?
Social Security - What Your Participants Need to Consider
WHO CAN BENEFIT:
401k, 403b, DB, Retirement and Benefits Plan Sponsors
Plan Fiduciaries, Committee Members, and Business Owners
Professionals Seeking HR and Benefits Administration Training
CFO and Finance Professionals
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Event Registration
*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event:
Review Your Plan Now:
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Texas Virtual Fiduciary Summit (Session 2)
2021 TEXAS VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN TEXAS!
Texas 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a virtual summit hosted by leading local experts! The 2021 Texas Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL HOSTS & GUEST SPEAKERS:
Kimberly Pruitt, Retirement Plan Consultant – NFP
John Livingston, CIMA, CFP, Vice President, Advisory Services- NFP
Karen Soefje, Audit Partner, Employee Benefits - Baker Tilly
Jamie Hayes, C(k)P, AIF(r), CPFA Senior Vice President - NFP
More Speakers TBA!
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
Hot News from the DOL on Cybersecurity
Financial Wellness & Behavioral Finance
What the New Audits Are Going to Look Like
What Every Fiduciary Needs to Know for 2021
What You Need to Know About Your Plan Document to Prevent Problems
Health Savings Accounts
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Video Highlights
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event:
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now:
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Southeast Michigan Virtual Fiduciary Summit (Session 1)
2021 SOUTHEAST MICHIGAN
VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
Southeast Michigan 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a virtual summit hosted by leading local experts! The 2021 Southeast Michigan Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL HOSTS & GUEST SPEAKERS:
Kelley Snook, AIF, Senior Vice President -OneDigital (Auburn Hills)
Diane Gallagher, Chair, Retirement Plan Committee - American Century Investments
David Anderson, AIF, Senior Vice President - OneDigital (Auburn Hills)
Matthew Rielley, Custom Solutions Sales Director - Empower Retirement
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee Outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
Today’s Retirement Plan Landscape
Target Date Fund Update and “Where do we go from Here?”
Managed Accounts
“My Experience as a Witness in a Committee Fiduciary Trial”
WHO CAN BENEFIT:
401k, 403b, DB, Retirement and Benefits Plan Sponsors
Plan Fiduciaries, Committee Members, and Business Owners
Professionals Seeking HR and Benefits Administration Training
CFO and Finance Professionals
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Event Registration
*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event:
Review Your Plan Now:
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Mid-Central Virtual Fiduciary Summit
2021 MID-CENTRAL
VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
Greater Cincinnati, Kentucky, and West Virginia 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a virtual summit hosted by leading local experts! The 2021 Mid-Central Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL HOSTS AND GUEST SPEAKERS:
Michael Morris, Managing Director – Pensionmark Financial Group
Bradford Campbell, Partner - Faegre Drinker Biddle & Reath LLP, Former Assistant Secretary of Labor for Employee Benefits, head of the Employee Benefits Security Administration (EBSA)
Ronnie Cox, Senior Vice President, Investments - Pensionmark Financial Group
Glenn Dial, Senior Retirement Strategist - American Century Investments
Emilio Vela Alvarenga, Director, Participant Engagement - Pensionmark Financial Group
Ryan Doyle, Retirement Plan Counselor - Capital Group | American Funds
Tim White, CFP®, DCIO Regional Sales Consultant - T. Rowe Price
John Kutz, Director, Strategic Distribution - Franklin Templeton
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
What Every Fiduciary Needs to Know for 2021
Update on Benefits Regulatory Reforms and Enforcement
QDIA Evolution - Target Dates to Managed Accounts
The Next Chapter of Financial Wellness - SmartMap & Managed Advice
When to Benchmark & When to RFP
Ask the Experts
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Video Highlights
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Ready for the next step?
Make the Most of Your Event
Read our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Need Plan Assistance Now?
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
Pensionmark Financial Group LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
2021 Texas Virtual Fiduciary Summit (Session 1)
2021 TEXAS VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN TEXAS!
Texas 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a virtual summit hosted by leading local experts! The 2021 Texas Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL HOSTS & GUEST SPEAKERS:
Kimberly Pruitt,
Retirement Plan Consultant – NFP
Vice President, Advisory Services- NFP
Beth Krasnow, President - Thrive
Karen Soefje, Audit Partner, Employee Benefits - Baker Tilly
More Speakers TBA!
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
Retirement Plan Committee Proves Prudence and Participant Loyalty
Collective Investment Trusts
Tips, Tricks and Other Things to Know this Audit Season
The New WOW Employee Benefit: Student Loans!
What Every Fiduciary Needs to Know for 2021
RFI & RFP Best Practices
More Topics TBA!
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Video Highlights
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event:
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now:
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
Non-Profit Forum (Session 1)
NON-PROFIT FORUM
IMPROVING WORKPLACE WELL-BEING
SESSION 1
JOIN US FOR THE NON-PROFIT FORUM!
Non-profit retirement plan sponsors and fiduciaries are invited to attend a virtual forum hosted by leading experts! The Non-Profit Forum is a comprehensive remote educational forum presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary forum is intended for finance, human resource & benefit executives, and fiduciaries to discuss 403(b) retirement plan best practices and strategies. Our diverse group of industry experts have helped hundreds of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan forum!
CO-SPONSORED BY TIAA & STATE STREET GLOBAL ADVISORS
TUESDAY, APRIL 27th 2021
11:00 am - 1:00 pm EST
Earn 2 Hours Approved CE Credit!
LOCAL HOSTS AND GUEST SPEAKERS:
Deb Smolensky, CWPC, CWCC, WELCOA Faculty Member, Global Practice Leader - NFP Well-Being and Engagement
Brian Roberts, CFA, Head of Consulting - NFP Retirement
Beth Krasnow, J.D., Senior Vice President - NFP Retirement
Jeff Scott, Senior Vice President - NFP Retirement
Allison Kaylor-Flink, CPFA, Senior Vice President - NFP Retirement
REASONS TO ATTEND:
Discover how you can elevate productivity, engagement, recruitment, and retention though a holistic workplace well-being strategy
Discover how solutions that put the pieces of your employees’ retirement puzzle together for them can improve and protect retirement outcomes
Discover how you can help your employees to manage and retire their student loan obligations through unique services and plan design changes
Discover how you can help your employees with their benefits, retirement and other financial decisions through holistic counseling services
DISCUSSION TOPICS:
Build a Mentally Strong Workplace
Improve and Protect Retirement Outcomes
Transform Benefit Dollars to Pay Off Student Loans
Leverage Worksite Advice to Address Employee Needs
WHO CAN BENEFIT:
Senior leadership
Finance executives
Human resources executives
Other 403(b) plan fiduciaries
CERTIFIED CE CREDIT:
2 hours of CPE/CPA credit
2 hours of HRCI/SPHR/PHR/GPHR general credit
2 hours of SHRM professional development credit (PDCs)
2 hours of CEBS credit
HOW TO ATTEND
VIDEO HIGHLIGHTS
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Ready for the next step?
Make the Most of Your Event
Read our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Need Plan Assistance Now?
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Arizona Virtual Fiduciary Summit (Session 2)
2021 ARIZONA
VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN PHOENIX!
Phoenix-area 401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2021 Arizona Virtual Fiduciary Summit! The seminar is a stop on the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
Local Hosts & Guest Speakers
Managing Director - Pensionmark
Bradford Pineault, Vice President, Capital Market Strategy - Fidelity Investments
Principal - Lovitt & Touché
Regional Sales Consultant - T. Rowe Price
More To Be Announced!
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee Outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS
What You Need to Know As a Fiduciary for 2021
Top Trending Benefits for 2021 for Cost Containment and Attracting Talent
Evaluating the Reasonableness of Plan Fees
How to Maximize Participant Outcomes & Successful Plan Design
Target Date Funds
Financial Wellness
Health, Wealth and the Future of Retirement
Ask the Experts – Local & National Panel
WHO CAN BENEFIT:
401k, 403b, DB Pension, Retirement and Benefits Plan Sponsors
Plan Fiduciaries, Committee Members, and Business Owners
Professionals Seeking HR and Benefits Administration Training
CFO and Finance Professionals
EARN CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Event Registration
*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
MAKE THE MOST OF YOUR EVENT
NEED PLAN ASSISTANCE NOW?
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Long Island Virtual Fiduciary Summit
2021 LONG ISLAND
VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN LONG ISLAND!
Long Island area 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a virtual fiduciary summit hosted by leading local experts! The 2021 Long Island Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL AND NATIONAL GUEST SPEAKERS
Thursday, March 11th, 2021
11:00 am - 1:00 pm EST
Earn 2 Hours Approved CE Credit!
Allison Kaylor-Flink, Senior Vice President at NFP
Elizabeth Allen, Vice President, Benefits Compliance and Counsel - NFP Retirement
Brad Pineault, Vice President - Fidelity
Lea del Rosario, Senior Vice President, Human Resources at New York Islanders
Jamie Hayes, Senior Vice President - NFP Retirement Division
REASONS TO ATTEND:
Gain confidence about fiduciary responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve employee outcomes
Access executive benefits classes and plan sponsor training
Network with peers and industry leaders
DISCUSSION TOPICS:
What Every Fiduciary Needs to Know
Target Date Fund Glidepath & Fee Lawsuits
Economics and Compliance Update
NY Islanders: Overcoming the Challenges of Covid-19
WellCents
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
HOW TO ATTEND
VIDEO HIGHLIGHTS
EVENT REGISTRATION
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Austin Virtual Healthcare and Retirement Plan Summit
2021 AUSTIN
VIRTUAL HEALTHCARE AND RETIREMENT PLAN SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN AUSTIN!
Austin area 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a virtual fiduciary summit hosted by leading local experts! The 2021 Austin Virtual Healthcare and Retirement Plan Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual healthcare and retirement plan summit!
Wednesday, March 10th, 2021
10:00 am - 12:00 pm CDT
Earn 2 Hours Approved CE Credit!
LOCAL AND NATIONAL GUEST SPEAKERS
Allison Kaylor-Flink, CPFA, Senior Vice President – NFP Retirement
Elizabeth Allen, Vice President, Benefits Compliance and Counsel - NFP Retirement
Christian Hancey, Partner, Nixon Peabody LLP
Paul De Moor, Vice President FIAM Capital Markets Strategy at Fidelity
Beth Krasnow, Estate Planning Attorney/Education Specialist - Pension Advisors
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
Healthcare Benefits - A Look at Plan Designs and Case Studies
How To Evaluate & Reduce Healthcare Plan Fees
What Every Fiduciary Needs to Know for 2021
Evaluating the Reasonableness of Plan Fees
ERISA Case Studies and Compliance Best Practices
Developing Long Term Strategies to Enhance Value
Financial Wellness & Improving Participant Outcomes
Executive Benefits: Challenges & Solutions
RFI & RFP Best Practices
Student Loan Repayment Programs
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Professionals Seeking HR and Benefits Administration training
Pension and Healthcare executives
Business Owners and Fiduciaries
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
VIDEO HIGHLIGHTS
Event Registration
*$250 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event:
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now:
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 New York Virtual Healthcare & Retirement Plan Summit
2021 NEW YORK
VIRTUAL HEALTHCARE & RETIREMENT PLAN SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN THE BIG APPLE!
New York 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a virtual fiduciary summit hosted by leading local experts! The 2021 New York Virtual Healthcare & Retirement Plan Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL HOSTS & GUEST SPEAKERS:
Managing Director – Pensionmark
VP Senior Consultant – Pensionmark
Senior Vice President, Employee Benefits - USI Insurance Services
Senior Vice President, Regional Sales Leader - USI Insurance Services
Partner - Faegre Drinker Biddle & Reath LLP, Former Assistant Secretary of Labor for Employee Benefits, head of the Employee Benefits Security Administration (EBSA)
Melissa Ostrower, Principal, Employee Benefits – Jackson Lewis P.C.
Denise Finney, Partner, Employee Benefit Plan Audits – EisnerAmper
Yesenia M. Perez, J.D., LL.M, Vice President of Employee Benefits Compliance, Northeast Region - USI Insurance Services
Liam Grubb, CFA, CAIA, Vice President, Senior Retirement Plan Strategist - Franklin Templeton
Vice President, NQ Practice Regional Consultant - Prudential Retirement
Senior Retirement Strategist - American Century Investments
Your 2021 New York Healthcare & Retirement Plan Summit Registration Supports Our Charitable Partnership With Best Buddies!
Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for individuals with intellectual and developmental disabilities (IDD). By participating as an individual or organization, you can have a direct, positive impact in your community through programs including:
One-to-One Friendships
Integrated Employment
Leadership Development
Inclusive Living
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
Support Learning & Leadership Development Programs Through Our Partnership with Best Buddies
DISCUSSION TOPICS:
Retirement & Healthcare Industry Coverage
Economic Update
Executive & Non-Qualified Benefits
Understanding the Transition Risk Zone
Latest of HSAs
Financial Wellness
What Every Fiduciary Needs to Know
Local & National Professional Panel
Health, Wealth & the Future of Retirement
More Topics TBA!
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Event Registration
*250 fee waived for select qualified plan sponsors who complete the following form or call(619) 795-3920
Ready for the next step?
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Arizona Virtual Fiduciary Summit (Session 1)
2021 ARIZONA
VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN PHOENIX!
Phoenix-area 401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2021 Arizona Virtual Fiduciary Summit! The seminar is a stop on the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
Local Hosts & Guest Speakers
Managing Director - Pensionmark
Principal - Lovitt & Touché
Senior Vice President - Fidelity Investments
Client Relationship Manager - Pensionmark Retirement Group
SVP, Senior Retirement Strategist - Capital Group | American Funds
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee Outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS
Retirement Industry Trends & Best Practices
Market Volatility
Expanding the Role of the Plan Advisor
Mind the Generational Gap
Financial Wellness
Top Trending Benefits: Cost Containment & Attracting Talent
What Every Fiduciary Needs to Know
More Topics TBA!
WHO CAN BENEFIT:
401k, 403b, DB Pension, Retirement and Benefits Plan Sponsors
Plan Fiduciaries, Committee Members, and Business Owners
Professionals Seeking HR and Benefits Administration Training
CFO and Finance Professionals
EARN CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Event Registration
*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
MAKE THE MOST OF YOUR EVENT
NEED PLAN ASSISTANCE NOW?
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.
2021 Cleveland Virtual Fiduciary Summit
2021 CLEVELAND VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN CLEVELAND!
Cleveland area 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a virtual fiduciary summit hosted by leading local experts! The 2021 Cleveland Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL HOSTS AND GUEST SPEAKERS:
Wednesday, March 3rd, 2021
11:00 am - 1:00 pm EST
Earn 2 Hours Approved CE Credit!
David Krasnow, President and Chief Executive Officer - Pension Advisors
Beth Krasnow, Estate Planning Attorney/Education Specialist - Pension Advisors
Matthew S. Giovinazzo, CFA, Senior Investment Advisor, Retirement - NFP
Jim Dustin, Managing Director - NFP
Tony Greene, Senior Vice President Business Development - NFP Executive Benefits
Elissa Doroff, Managing Director, Cyber Technical Leader - NFP
Akhil Chopra, Managing Director, Head of Cyber - NFP
More To Be Announced!
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
DISCUSSION TOPICS:
What Every Fiduciary Needs to Know
Retirement Industry Trends
The New WOW Employee Benefit: Student Loans
Target Date Fund Hidden Risks and Trends
Executive Benefits
Cyber Threats Facing Fiduciaries Today
Financial Wellness
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
Video Highlights
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.