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Event Date |
Thu Aug 25 CDT (almost 2 years ago)
In your timezone (EDT): 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:
• CPE/CPA
• 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
2022 Sponsors
• Capital Group American Funds
• PGIM
• Franklin Templeton
• Putnam Investments
• Empower
• Fidelity