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Event Date Wed Aug 25 EDT (about 2 months ago)
Location Virtual
Region Americas

Long Island area 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2021 Long Island Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is 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 have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!

• 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

• Finance, Human Resource and Benefit executives
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans
• Business Owners and Fiduciaries


2021 Speakers

Allison Kaylor-Flink
Senior Vice President, NFP

Elizabeth Allen
Vice President, Benefits Compliance and Counsel at NFP Retirement

Tony Greene
Senior Vice President Business Development at NFP Executive Benefits

Christian Hancey
Partner at Nixon Peabody

Sponsors & Partners

2021 Sponsors

• CPE Sponsors
• XPonential Growth Solutions