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2020 Seattle Virtual Fiduciary Summit Session 2

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2020 SEATTLE

VIRTUAL FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

Seattle area 401(k), 403(b), and Retirement Plan Sponsors 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!

Thursday, November 19th, 2020

11:00 am - 1:00 pm

Earn 2 Hours CE Credit!

Health & Safety Measures

Local Hosts & Guest Speakers

Bill Small, Co-Founder & Principal – Highland Capital Advisors (Issaquah, WA)

Bill Small, Co-Founder & Principal – Highland Capital Advisors (Issaquah, WA)

Toni Brown, CFA, Senior Retirement Strategist - Capital Group

Toni Brown, CFA, Senior Retirement Strategist - Capital Group

Sasha Franger, Director of Thought Leadership - Empower Retirement

Sasha Franger, Director of Thought Leadership - Empower Retirement

Shawn Hansen, CPA, Shareholder at Clark Nuber

Shawn Hansen, CPA, Shareholder at Clark Nuber

Jeff Belfiglio, Partner - Davis Wright Tremaine LLP

Jeff Belfiglio, Partner - Davis Wright Tremaine LLP

Owen Kiernan, Associate Director, DCIO - MFS Investment Management

Owen Kiernan, Associate Director, DCIO - MFS Investment Management

Dave Rowe, Senior Consultant, Equity Partner - Highland Capital Advisors

Dave Rowe, Senior Consultant, Equity Partner - Highland Capital Advisors

 
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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

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DISCUSSION TOPICS

  • Investment Charts We Love and Why It Matters

  • Trends In The Industry & How Plans Have Evolved

  • Rethink, Rewire, Retire

  • New Employee Benefit Plan Audit Standard

  • CARES & SECURE Act – What you Need to Know

  • Sustainable Investing

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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

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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

 
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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.