Venue
The Inn at Villanova University
The Inn at Villanova University, 601 County Line Rd, Wayne, PA 19087, USA

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Event Date Wed Oct 27 EDT (in 11 days)
Location The Inn at Villanova University
601 County Line Rd, Wayne, PA 19087, USA
Region Americas
Details

401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2021 Philadelphia Fiduciary Summit! The seminar is a stop on the 2021 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

The education focused, workshop style conference 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 and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

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

Discussion Topics:
• Top Issues Facing Retirement Plan Sponsors
• Benchmarking Best Practices & Strategies
• How to Get The Most From Your Current Providers
• Top Mistakes Auditors Find & How to Fix Them
• Knowing Your Plan Fees
• How to Maximize Participant Outcomes Through Successful Plan Design
• Washington Update – Legislative, Retirement & Healthcare
• RFP & RFI Best Practices
• More TBA!

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

Speakers

2021 Speakers

Mike Filachek
Assistant Vice President, NFP Retirement

Beth Krasnow
President, Thrive Flexible Matching

Jennifer Taboada
Vice President, Retirement Specialist/ Social Security Consultant, Blackrock

Rich Krekstein
Managing Director, NFP Corporate Benefits

Jessica Espinoza
Managing Director, NFP

Robert Hoyt
Senior Vice President, NFP