Fiduciary Summit 2018 - Miami | Xponential Growth Solutions | 3 May 2018 | The Biltmore Hotel Miami, 1200 Anastasia Ave. Coral Gables, FL 33134, USA

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2018 Miami Fiduciary Summit. The summit is an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit is a stop on the 2018 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make it a can’t miss event.

Topics of Discussion:
• What Exactly Are “Participant Outcomes” and How Do You Measure Them?
• How to be a Comprehensive Fiduciary
• Why Scorecards for Investments is Only Partial
• Fiduciary Coverage
• Learn the Key Items from the Proposed Department of Labor Fiduciary Rule
• Convergence of Health and Retirement Benefits
• What should an Advisor RFP look like?
• How to Evaluate Retirement Plan Fees
• Expert Speaker Round Tables
• Participant Outcomes Panel
• Case Study of an Award Winning Fiduciary
• RFP & RFI Best Practices

HOST
Brett Shofner
President at Work Plan Retire

LOCAL GUEST SPEAKERS

Eric Grant
CPA & Benefit Plan Services Manager – Crowe Horwath LLP

David Donaldson
Former Senior DOL Investigator, President & CEO – ERISA Smart

Roberta Watson
Partner – Wagner Law Group