The University of Texas Club
The University of Texas Club, 2108 Robert Dedman Dr, Austin, TX 78712, USA

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Event Date Tue Jul 26 CDT (over 1 year ago)
In your timezone (EST): Tue Jul 26 1:00am - Tue Jul 26 1:00am
Location The University of Texas Club
2108 Robert Dedman Dr, Austin, TX 78712, USA
Region Americas

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and 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.

Discussion Topics:
• What Every Fiduciary Needs to Know
• Top Issues Facing Retirement Plan Sponsors in 2022
• Knowing Your Plan Fees
• IRS & DOL Correction Procedures for Plan Errors
• Financial Wellness
• RFP & RFI Best Practices
• Plan Sponsor Panel: Local Case Studies & Plan Success

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

Allison Kaylor-Flink
Senior Vice President, NFP

Christian Hancey
Partner, Nixon Peabody

Tony Greene
Senior Vice President, Business Development, NFP Executive Benefits

Yelena Gray
Partner, Nixon Peabody

Joan C. McDonagh
Senior Director, Legislative and Regulatory Affairs, Empower Retirement