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Event Date Thu Oct 27 UTC (in 5 months)
In your timezone (EDT): Wed Oct 26 8:00pm - Wed Oct 26 8:00pm
Location Online
Region All

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and 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 retirement plan summit!

Discussion Topics:

• Convergence of Healthcare & Retirement
• What Every Fiduciary Needs to Know for 2022
• Top Plan Sponsor Trends
• + More Topics TBA!


2022 Speakers

Bob Scherzer
Managing Director, Pensionmark

Sergio Sardera
Vice President, Client Services, Pensionmark

Sponsors & Partners

2022 Sponsors

• Capital Group American Funds
• Franklin Templeton
• Putnam Investments
• Empower
• Fidelity