NFP 403(b) FIDUCIARY FORUM
MAKING EVERY DOLLAR COUNT
JOIN US FOR THE NFP 403(b) FIDUCIARY FORUM
Non-profit retirement plan sponsors and fiduciaries are invited to attend a virtual forum hosted by leading experts! The NFP 403(b) Fiduciary Forum is a comprehensive remote educational forum presented as part of the 2020 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, SEPTEMBER 15TH, 2020
11:00 am - 1:00 pm EST
Earn 2 Hours Approved CE Credit!
LOCAL HOSTS AND GUEST SPEAKERS:
Allison Kaylor-Flink, CPFA, Senior Vice President at NFP Retirement
Tim Pitney, CFA, TIAA - Managing Director, Institutional Investments and Endowment Distribution
Joel Shapiro, J.D., LL.M., NFP - Senior Vice President and Head of ERISA Compliance
Brad Larsen, AIF, C(k)P, NFP - Managing Director and Senior Plan Advisor
Brian Roberts, CFA, NFP - Senior Vice President and Head of Retirement Plan Consulting
REASONS TO ATTEND:
Gain confidence about compliance best practices
Discover obstacles that impact participant outcomes
Discover opportunities to increase retirement income
Protect yourself from emerging areas of litigation risk
Learn about new tools and services
Network with peers and industry leaders
DISCUSSION TOPICS:
Minimizing compliance mistakes
Annuity balances and their impact on participant tendencies
Improving retirement income by planning ahead
Protocols to fend off emerging litigation risks
Maximizing the value of retirement plan contributions
Unique solutions that improve and protect participant outcomes
WHO CAN BENEFIT:
Senior leadership
Finance executives
Human resource 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 Credits (PDCs)
CEBS Eligible
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.