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Event Date Wed Jul 28 EDT (4 months ago)
Location Virtual
Region Americas

Greater Cincinnati, Kentucky, and West Virginia 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a virtual summit hosted by leading local experts! The 2021 Mid-Central Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.

This unbiased, education-focused online 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!

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

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

Discussion Topics:
• What Every Fiduciary Needs to Know for 2021
• Update on Benefits Regulatory Reforms and Enforcement
• QDIA Evolution - Target Dates to Managed Accounts
• The Next Chapter of Financial Wellness - SmartMap & Managed Advice
• When to Benchmark & When to RFP
• Ask the Experts


2021 Speakers


Michael Morris
Managing Director, Pensionmark Financial Group