Venue
Virtual

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Event Date Thu Oct 21 EDT (about 3 years ago)
Location Virtual
Region Americas
Details

Non-profit retirement plan sponsors and fiduciaries are invited to attend the continuation of a virtual summit hosted by leading local experts! Session 2 of the Non-Profit Forum will feature new topics including: managing workforce costs, endowments & foundations, retirement outcomes, updated spending policies + more!

This comprehensive remote summit is presented as part of the 2021 Retirement Plan Road Show, and will feature unbiased, education-focused online training for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries. Our diverse group of industry experts will discuss retirement plan best practices and strategies, and have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!

Speakers

2021 Speakers

Brian Roberts
Senior Vice President and Head of Retirement Plan Consulting, NFP

Tim Pitney
Managing Director, Institutional Investments and Endowment Distribution, TIAA

Joel Shapiro
Senior Vice President and Head of ERISA Compliance, NFP

Brad Larsen
Managing Director and Senior Plan Advisor, NFP

Allison Kaylor-Flink
Senior Vice President, NFP Retirement

Sponsors & Partners

2021 Sponsors

SPONSORS:
• RPRS
• NFP
• CPE Sponsors
• HRCI.org
• SHRM

CO-SPONSORS:
• TIAA
• State Street Global Advisors