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2022 Seattle Fiduciary Summit

2022 SEATTLE

FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

 
 

Attend in person or online!

Join us live or virtually for the 2022 Seattle Fiduciary Summit! This in person and livestream event is part of the 2022 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference 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 - in person or online!

Discussion Topics:

  • What Every Fiduciary Needs to Know

  • Top Issues Facing Retirement Plan Sponsors

  • Knowing Your Plan Fees

  • IRS & DOL Correction Procedures for Plan Errors

  • Financial Wellness

  • RFP & RFI Best Practices

  • More Topics TBA!

Tuesday, October 25th, 2022

11:00 am - 3:00 pm PT

Luncheon included with in person event

Venue: Washington Athletic Club, 1325 6th Ave, Seattle, WA 98101

Or Attend Online Via Zoom!

Health & Safety Measures

*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers:

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

Dave Rowe, Senior Consultant & Equity Partner – Highland Capital Advisors (Issaquah, WA)

David Mann, Senior Consultant – Highland Capital Advisors (Issaquah, WA)

Shawn Hansen, CPA, Shareholder – Clark Nuber

Deena Bell, Vice President, Retirement Solutions – Principal

Justin Wilson, C(k)P® Senior Retirement Director – State Street Global Advisors

Brad Vaughan, VP, DCIO – T. Rowe Price

Rachael Brumund, Vice President, Defined Contribution Investment Only – Fidelity Investments

Jennifer Schuessler, CFP®, Regional Sales Director – Empower Retirement

Owen Kiernan, Associate Director, DCIO – MFS Investment Management

Jason W Douthit, Attorney, Of Counsel – Schwabe, Williamson & Wyatt

More Speakers TBA!

Course Objectives

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance & get clarity and direction on best practices

  • Discover new ideas and insider tools & training to improve employee outcomes

  • Network with peers and industry leaders

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

  • 3 Hours CPE/CPA

    • Finance: 1.5 Hours

    • Personnel/Human Resources: 1.5 Hours

  • 3 Hours HRCI / SPHR / PHR / GPHR General Credit

  • 3 Hours SHRM Professional Development Credits (PDCs)

  • CEBS Eligible


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

  • Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

 

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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.