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.