Centre Club - Tampa
Centre Club - Tampa, 123 S West Shore Blvd 8th Floor, Tampa, FL 33609, US

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Event Date Wed Apr 6 ADT (in 4 months)
In your timezone (EST): Wed Apr 6 10:00am - Wed Apr 6 2:00pm
Location Centre Club - Tampa
123 S West Shore Blvd 8th Floor, Tampa, FL 33609, US
Region Americas

This in person and livestream event is part of the 2022 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference 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 and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event - in person or online!

Discussion Topics:

• What Every Fiduciary Needs to Know
• Top Issues Facing Retirement Plan Sponsors
• Knowing Your Plan Fees
• RS & DOL Correction Procedures for Plan Errors
• Financial Wellness
• RFP & RFI Best Practices
• More Topics TBA!

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


2022 Speakers


Buck Blanton
Managing Director, Pensionmark

Jim Lyday
Managing Director, Pensionmark

John Burgess
Partner, Shumaker, Loop & Kendrick

Sponsors & Partners

2022 Sponsors

• Capital Group
• Franklin Templeton