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Event Date Wed Mar 3 EST (8 months ago)
Location Virtual
Region Americas

The 2021 Cleveland Virtual Fiduciary Summit is a comprehensive remote summit presented as part of 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!

Reasons 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 Every Fiduciary Needs to Know
• Retirement Industry Trends
• The New WOW Employee Benefit: Student Loans
• Target Date Fund Hidden Risks and Trends
• Executive Benefits
• Cyber Threats Facing Fiduciaries Today
• Financial Wellness

Who can attend?

• Finance, Human Resource and Benefit executives
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans
• Business Owners and Fiduciaries
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans


2021 Speakers

David Krasnow
President and Chief Executive Officer - Pension Advisors

Beth Krasnow
Estate Planning Attorney/Education Specialist - Pension Advisors

Matthew S. Giovinazzo, CFA
Senior Investment Advisor, Retirement - NFP

Jim Dustin
Managing Director - NFP

Tony Greene
Senior Vice President Business Development - NFP Executive Benefits

Elissa Doroff
Managing Director, Cyber Technical Leader - NFP

Akhil Chopra
Managing Director, Head of Cyber - NFP

Sponsors & Partners

2021 Sponsors

• National Registry of CPE
• SHRM Recertification Provider
• XPonential Growth Solutions