2019 INDIANA FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
THANK YOU FOR JOINING US IN INDIANAPOLIS!
Nearly 80 401(k), 403(b), and Retirement Plan Sponsors representing 55 companies and $2 billion in total assets gathered for the 2019 Indiana Fiduciary Summit at Newfields on Tuesday, September 10th, 2019. The summit is an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.
The summit was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make it a can’t miss event.
HOSTED LOCALLY BY:
LOCAL GUEST SPEAKERS:
Dave Leising, Partner
National EBP Audit Director at BKD CPAs and Advisors
Bradford Campbell, Current Partner at Drinker Biddle & Reath LLP and Former Assistant Secretary of Labor for Employee
Christopher Fowler, Partner at Taft Stettinius & Hollister LLP
Chad Morris, Vice President of Employee Benefits at Gregory & Appel
DISCUSSION TOPICS:
What You Need to Know As a Fiduciary for 2019
How to Evaluate the Reasonableness of Plan Fees
How to Maximize Participant Outcomes & Successful Plan Design
Recent Lawsuits & Legal Update
Plan Benchmarking and RFP Best Practices
Health, Wealth and the Future of Retirement
Ask the Experts – Local & National Professional Panel
The Role of ESG in Retirement Plans
More Topics TBA!
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
WHO CAN BENEFIT:
401(k), 403(b), DB, Retirement and Benefits Plan Sponsors
Plan Fiduciaries, Committee Members, and Business Owners
HR and Benefits Professionals
CFO and Finance Professionals
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee Outcomes
Network with Peers and Industry Leaders
Investment advisory services are offered through Strategic Retirement Partners, a registered investment advisor. Strategic Retirement Partners, LLC, BKD CPAs & Advisors, Drinker, Biddle & Reath LLP, and Taft, Stettinius & Hollister, LLP are separate and un-affiliated companies.
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?
Review Your Plan Now
Receive a no obligation complementary review
Make the Most of Your Event
Review our plan sponsor welcome guide
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.