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2021 Philadelphia Virtual Fiduciary Summit

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2021 PHILADELPHIA

VIRTUAL FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US FOR A VIRTUAL EVENT!

401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2021 Philadelphia Virtual Fiduciary Summit! The seminar is a stop on the 2021 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

The education focused, workshop style remote conference 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 and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

LOCAL HOSTS AND GUEST SPEAKERS:

Wednesday, October 27th, 2021

12:00 pm - 2:00 pm

Hosted virtually via Zoom!

Health & Safety Measures

Mike Filachek, Assistant Vice President at NFP Retirement

Mike Filachek, Assistant Vice President at NFP Retirement

Beth Krasnow, Esq., Senior Vice President at NFP

Beth Krasnow, Esq., Senior Vice President at NFP

Rich Krekstein, Managing Director at NFP

Rich Krekstein, Managing Director at NFP

Jennifer Mulrooney, Vice President, Regional Retirement Consultant at American Century

Jennifer Mulrooney, Vice President, Regional Retirement Consultant at American Century

Marina Edwards, Senior Defined Contribution Strategist at Invesco

Marina Edwards, Senior Defined Contribution Strategist at Invesco

Jen Taboada, Social Security Consulting Team at Blackrock

Jen Taboada, Social Security Consulting Team at Blackrock

 

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:

  • A Review of 2021 and a Look Into 2022

  • A Look Inside Student Loan Debt Repayment Programs

  • Carrier & Provider Price Transparency - New Data Brings New Opportunities

  • Addressing the Need for Lifelong Retirement Income

  • Cyber Security Fiduciary Considerations

  • How Does Social Security Really Work?

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • Business Owners and 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 Credits (PDCs)

  • CEBS Eligible

 
 

Register Now

*$150 fee waived for select qualified plan sponsors who complete the following form:
 

Make the Most of Your Event

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

Review Your Plan 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; 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.