401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2018 Atlanta Fiduciary Summit.

If taking care of your employees and their financial wellness are on your mind this year, mark your calendar for the 2018 Atlanta Fiduciary Summit in July at SunTrust Park.

The summit is an educational workshop for Finance, Human Resources and Benefits executives, business owners, and fiduciaries to discuss retirement plan best practices and strategies.

The summit is a stop on the 2018 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. The diverse group of industry experts and plan sponsors in Atlanta will make it an event you won’t want to miss.

 

LocationDateTime
SunTrust Park

755 Battery Avenue Southeast

Atlanta, GA 30339

Tuesday July 17, 20189:30 a.m. – 2:00 p.m.

Luncheon Included

Optional 20 Minute Stadium Tour after summit

Register Here

 

Hosted Locally by:

Local Guest Speakers:

  • John Choate, Former NAVY SEAL & Founder of Procinctu Group
  • Anne Morris, Principal, Audit – Windham Brannon
  • Ilene Ferenczy, ERISA Attorney & Managing Partner – Ferenczy Benefits Law
  • Tara Johnson, Vice President Student Debt Account Executive – Fidelity
  • More To Be Announced!

Topics of Discussion:

  • Designing your Employee Education Plan to be more Actionable and Measurable
  • What Committees Can Do: Effective Plan Oversight 
  • Making Plan Audits Easier to Navigate
  • Investment Trends to Keep an Eye On
  • Using Student Loan Tools to Attract & Retain Talent
  • Lessons on Personal Safety from a Navy SEAL
  • RFP/RFI Best Practices
  • And more!

Who Should Attend?

  • Finance, Human Resource and Benefit executives
  • Business Owners and Fiduciaries
  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

Continuing Education Credits:

  • 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

Cost:

$150 Registration Fee*
*Fee waived for select plan sponsors after completion of the one-minute Retirement Plan Roadshow Survey.

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.)
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.

Seating Is Limited. Registration Fee Waived On A Select Basis For Qualified Plan Sponsors. Reserve Your Seat ASAP.

 

Register for this event by completing the form below or by calling (619) 450-1559

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.