2020 SEATTLE
VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
Seattle area Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend a virtual summit hosted by leading local experts! The 2020 Seattle Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2020 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
Senior Consultant & Equity Partner – Highland Capital Advisors (Issaquah, WA)
Jeff Belfiglio, Partner - Davis Wright Tremaine LLP
Kristin Federico, Head of Participant Marketing & Communication - Vanguard
Justin Wilson, C(k)P® Senior Retirement Director at State Street Global Advisors
Debbie Vince, VP DCIO West Region at New York Life Investments
Brad Vaughan, VP, DCIO at T. Rowe Price
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
Plan Governance: Putting Content Into Context
A Challenge To The Industry: Personalizing AI To Drive Better Financial Health
How to Evaluate the Reasonableness of Plan Fees
CITs vs. Mutual Funds
CARES & SECURE Act – What you Need to Know
Trends - Keeping Assets in The Plan
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; 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.