Jacksonville Fiduciary Summit 2021 | X Growth Solutions | 3 November 2021 | Adam W. Herbert University Center, 12000 Alumni Drive, Bldg. 43 Jacksonville, FL 32224
Venue
Adam W. Herbert University Center
Adam W. Herbert University Center, 12000 Alumni Drive, Bldg. 43 Jacksonville, FL 32224
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| Event Date | Wed Nov 3 EDT (about 3 years ago) |
| Location |
Adam W. Herbert University Center
12000 Alumni Drive, Bldg. 43 Jacksonville, FL 32224 |
| Region | Americas |
Details
401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2021 Jacksonville Fiduciary Summit! The seminar is a stop on the 2021 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.
The education focused, workshop style conference is intended for Finance, Healthcare, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement and healthcare 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.
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 TOPICS:
• What Every Fiduciary Needs to Know
• Top Issues Facing Retirement Plan Sponsors
• Knowing Your Plan Fees
• How to Maximize Participant Outcomes Through Successful Plan Design
• Cyber Threats Facing Fiduciaries Today
• Financial Wellness
• Setting a Course for Top Talent with Executive Benefits
• Washington Update – Legislative, Retirement & Benefits
• RFP & RFI Best Practices
WHO CAN BENEFI?
• Finance, Human Resource and Benefit executives
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans
• Business Owners and Fiduciaries
Speakers
2021 Speakers
LOCAL HOST AND GUEST SPEAKERS:
Buck Blanton
Managing Director, Pensionmark
John Burgess
Partner - Shumaker
Heather Hodges
VP of HR - Episcopal Children’s Services
Esther Wright
HR Director – Providence School/New Life Christian Fellowship
Laura Carnes
QPA, QKA, ERPA, Managing Partner - Black Creek Retirement Plans, Inc.
Jennie Muniz
Managing Director, DHG LLP
Jeanna LeMasters
COO – Cecil W Powell & Company
Sponsors & Partners
2021 Sponsors
• CPE Sponsors
• SHRM
• XPonential Growth Solutions
• HRCI.org