Hunt Tower
Hunt Tower, 5100 W Jb Hunt Dr, Rogers, AR 72758, USA

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Event Date Thu Aug 25 CDT (over 1 year ago)
In your timezone (EST): Thu Aug 25 1:00am - Thu Aug 25 1:00am
Location Hunt Tower
5100 W Jb Hunt Dr, Rogers, AR 72758, USA
Region Americas

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

Reasons to Attend:
• 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:
• HRCI / SPHR / PHR / GPHR General Credit
• SHRM Professional Development Credits (PDCs)
• CEBS Eligible


2022 Speakers

Clay Kendall, CFA
Managing Partner, Financial Advisor - WealthPath Investment Advisors

Erik Berry
Partner, Financial Advisor - WealthPath Investment Advisors

Jonathan Young
PPC, QPFC, Senior National Accounts Manager - Capital Group | American Funds

Brandon Long
Attorney - McAfee & Taft

Gwen Mazzola
Assurance Partner -HoganTaylor LLP

Steve Chappell
RPA, AIF, National Sales Vice President, Retirement Plans -Securian Financial Group

Ryan Griffin
DC Investment Specialist - Putnam Retail Management

Matt Foster
National Retirement Consultant, Defined Contribution Division - Franklin Templeton

Shane Tatum
Vice President, Retirement Director, Workplace Investing/Sales - Fidelity Investments

Ethan Beckcom
Senior Risk Advisor, Producer - World Insurance Associates LLC

Susan Kendall
Attorney - Harrington Miller

Chelsi Lee
Commercial Lines Account Manager for Corporate Risk Services

Sponsors & Partners

2022 Sponsors

• Capital Group American Funds
• Franklin Templeton
• Putnam Investments
• Empower
• Fidelity