Venue
Virtual

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Aug 25 UTC (in 3 months)
In your timezone (EDT): Wed Aug 24 8:00pm - Wed Aug 24 8:00pm
Location Virtual
Region All
Details

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

Speakers

2022 Speakers

Clay Kendall
CFA Managing Partner Financial Advisor, WealthPath Investment Advisors

Erik Berry
Partner, Financial Advisor WealthPath Investment Advisors

Sponsors & Partners

2022 Sponsors

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