Fiduciary Summit 2023 - Jacksonville | Xponential Growth Solutions | 9 March 2023 | Adam W. Herbert University Center, University Center, Adam W. Herbert, 12000 Alumni Dr, Jacksonville, FL 32224, USA

Venue
Adam W. Herbert University Center
Adam W. Herbert University Center, University Center, Adam W. Herbert, 12000 Alumni Dr, Jacksonville, FL 32224, USA

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Event Date Thu Mar 9 EST (almost 2 years ago)
Location Adam W. Herbert University Center
University Center, Adam W. Herbert, 12000 Alumni Dr, Jacksonville, FL 32224, USA
Region Americas
Details

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
• IRS & DOL Correction Procedures for Plan Errors
• Financial Wellness
• RFP & RFI Best Practices
• Interactive Plan Design & Matching Optimization
• 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

Speakers

2023 Speakers

Buck Blanton
Managing Director, Pensionmark

Michael A. Rock, AIF®, CIMA®, CRPS®
DC Investment Specialist, Putnam Retail Management

Sponsors & Partners

2023 Sponsors

• Capital Group | American Funds
• PGIM
• Franklin Templeton
• Putnam Investment
• Empower
• Fidelity Investment