Cleveland Virtual Fiduciary Summit 2021 | X Growth Solutions | 9 November 2021 | Virtual Event
Venue
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 | Tue Nov 9 EST (about 3 years ago) |
| Location | Virtual Event |
| Region | Americas |
Details
Cleveland Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend a virtual summit hosted by leading local experts! The 2021 Cleveland Virtual Healthcare & Retirement Plan 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 Topic:
• What Every Fiduciary Needs to Know
• Retirement Industry Trends
• The New WOW Employee Benefit: Student Loans
• Plan Sponsor Attitudes
• Financial Wellness
• Convergence of Healthcare & Retirement
• More Topics TBA!
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:
• 2 Hours of CPE/CPA Credit
• 2 Hours of HRCI/SPHR/PHR/GPHR General Credit
• 2 Hours of SHRM Professional Development Credits (PDCs)
• CEBS Eligible
Speakers
2021 Speakers
LOCAL HOSTS AND GUEST SPEAKERS:
David Krasnow
President and Chief Executive Officer, Pension Advisors
Beth Krasnow
President, Thrive Flexible Matching
Andrew Spahr
Vice President, Defined Contribution Investment Only - Fidelity Institutional
Charles Mullen
Chairman - Apple Growth Partners
Brian Hirsch
Managing Director, NFP Corporate Benefits
Krista Steedly
CPA, Manager, Apple Growth Partners
Sponsors & Partners
2021 Sponsors
• CPE
• HR Certification Institutes
• SHRM recertification Provider2021
• RPRS
• XPonential Growth Solutions
• Pension Advisors
• NFP
• Thrive
• Apple Growth Partners
• HRCI
• Ponential Growth Solutions