Fiduciary Summit 2018 - New York | X Growth Solutions | 23 October 2018 | Lazard Asset Management, 30 Rockefeller Plaza – 64th Floor, New York, NY 10112, USA
Venue
Lazard Asset Management
Lazard Asset Management, 30 Rockefeller Plaza – 64th Floor, New York, NY 10112, USA
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| Event Date | Tue Oct 23 EDT (about 6 years ago) |
| Location |
Lazard Asset Management
30 Rockefeller Plaza – 64th Floor, New York, NY 10112, USA |
| Region | Americas |
Details
401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2018 New York 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.
Who Should Attend?
• Finance, Human Resource and Benefit executives
• Business Owners and Fiduciaries
• Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans
Speakers
2018 Speakers
Bob Scherzer
Managing Director – Pensionmark
Sergio Sardera
VP Senior Consultant – Pensionmark
David Donaldson
Former Senior DOL Investigator, President & CEO – ERISA Smart
Jim Lyday
Managing Director – Pensionmark
Michael Salerno
Founder – Northeast Professional Planning Group (NPPG)
Melissa Ostrower
Principal, Employee Benefits – Jackson Lewis P.C.
Diane Wasser
Partner, Employee Benefit Plan Audits – EisnerAmper
Kate Post
Principal FSO – Forrest Solutions