2019 Orlando Fiduciary Summit | Xponential Growth Solutions | 2 October 2019 | The Ritz-Carlton Orlando, Grande Lakes, 4012 Central Florida Pkwy, Orlando, FL 32837, USA

The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit is a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Discussion Topics:
• Promoting and Evaluating the Success of Your Plan
• Behavioral Finance and Financial Wellness
• Ask the Experts - Local Professional Panel
• Plan Sponsor Panel
• Four SEAL Principles for Optimal Teamwork
• Purpose Driven Plan Design
• RFI & RFP Best Practices & New Technology
• How to Effectively Review Plan Performance & Fees
• What Every Fiduciary Needs to Know
• More Topics TBA!

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

2019 Speakers

Jamie Hayes
C(k)P, AIF(r), CPFA Senior Vice President - NFP

John Choate
Former Navy SEAL, Managing Director & Founder - SA-720 Strategies

Bennie Lewis, CPA
Audit Partner - Assurance Dimensions

Gary Kleinschmidt
Director, Head of Retirement - Legg Mason

Olivia Hails, APMA
Retirement Director - Janus Henderson

MJ Zayac
Director of Defined Contribution - Alliance Bernstein

2019 Sponsors

• RPRS
• NFP
• Assurance Dimensions
• CPE Sponsors