Arizona Virtual Fiduciary Summit 2021 (B) | X Growth Solutions | 25 March 2021 | Virtual
Venue
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| Event Date |
Thu Mar 25 MDT (over 3 years ago)
In your timezone (EST): Thu Mar 25 2:00pm - Thu Mar 25 4:00pm |
| Location | Virtual |
| Region | Americas |
Details
Phoenix-area 401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2021 Arizona Virtual Fiduciary Summit! The seminar is a stop on the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit 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 have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
Reason 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
• What You Need to Know As a Fiduciary for 2021
• Top trending benefits for 2021 for cost containment and attracting talent
• The new WOW Employee Benefit: Student Loans! Using Employer Matching Dollars to Help Pay Student Loan Debt
• How to Evaluate the Reasonableness of Plan Fees
• How to Maximize Participant Outcomes & Successful Plan Design
• Recent Lawsuits & Legal Update
• Plan Benchmarking and RFP Best Practices
• Health, Wealth and the Future of Retirement
• Ask the Experts – Local & National Round Tables
Who can benefit?
• 401k, 403b, DB Pension, Retirement and Benefits Plan Sponsors
• Plan Fiduciaries, Committee Members, and Business Owners
• Professionals Seeking HR and Benefits Administration Training
• CFO and Finance Professionals
Speakers
2021 Speakers
Richard Wedge
Managing Director, Pensionmark
Bradford Pineault
Vice President, Capital Market Strategy, Fidelity Investments
Elise Thorpe
Principal, Lovitt & Touché
Brad Vaughan
Regional Sales Consultant, T. Rowe Price
Sponsors & Partners
2021 Sponsors
• CPE Sponsors
• SHRM
• HRCI.org
• XPonential Growth Solutions
• RPRS