New York Healthcare & Retirement Plan Summit...

Venue

Jay Suites Fifth Avenue - Flexible, Furnished Office Space and Meeting Spaces for Rent

Jay Suites Fifth Avenue - Flexible, Furnished Office Space and Meeting Spaces for Rent, 15 W 38th St, New York, NY 10018, USA

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Event Date	Thu Oct 27 EDT (about 1 year ago)
Location	Jay Suites Fifth Avenue - Flexible, Furnished Office Space and Meeting Spaces for Rent 15 W 38th St, New York, NY 10018, USA
Region	Americas

Details

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!

Speakers

2022 Speakers

Bob Scherzer
Managing Director – Pensionmark

Sergio Sardera, AIF®
Vice President, Client Services - Pensionmark

Jonathan Young, PPC, QPFC
Senior National Accounts Manager - Capital Group | American Funds

Lisa Showalter
Relationship Manager - NPPG

Devin Russell
DC Investment Specialist - Putnam Retail Investments

Liam Grubb, CFA, CAIA
Vice President, Senior Retirement Plan Strategist - Franklin Templeton

Mike Barton
Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC

Sue Miscik
Vice President of Retirement Plan & Fiduciary Services - NPPG

Sponsors & Partners

2022 Sponsors

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

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