New England Fiduciary Summit 2019 | Xponential Growth Solutions | 5 November 2019 | Bryant University, 1150 Douglas Pike, Smithfield, RI 02917

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 New England Fiduciary Summit. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar is a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

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

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

2019 Speakers

HOST:

William Horn, AIF®, CPFA, CRPS®, PPC®
Managing Principal, Retirement & Benefit Partners

Mike Devlin
Principal, BCG Pension Risk Consultants

SPEAKERS:

Patrick McAssey, CPA
Partner, BlumShapiro

Michael S. Burke, CEBS
Vice President, Principal Financial Group

Chad DiBonaventura
Managing Director, Baystate Benefit Services

Jon Schultze, ERISA
Employee Benefits & Executive Compensation, The Wagner Law Group

Bill McManus, CIMA®
Director, Strategic Markets, Hartford Funds

Rick Gripp
Senior Vice President, Thrive Flexible Matching

2019 Sponsors

• RPRS
• BCG
• RBP
• Baystate
• CPE Sponsors