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Event Date |
Wed Sep 14 UTC (almost 2 years ago)
In your timezone (EDT): Tue Sep 13 8:00pm - Tue Sep 13 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
Reasons to Attend:
• Measure, evaluate and benchmark your current plan
• Maintain ERISA compliance & get clarity and direction on best practices
• Discover new ideas and insider tools & training to improve employee outcomes
• Network with peers and industry leaders
Who Can Benefit:
• Finance, Human Resource and Benefit executives
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans
• Business Owners and Fiduciaries
Certified CE Credit:
• CPE/CPA
• HRCI/ SPHR/ PHR/GPHR General Credit
• SHRM Professional Development Credits (PDCs)
• CEBS Eligible
2022 Speakers
W. Dean Salyer
AIF, CPFA CEO President WD Pensionmark
Janelle Rivera
Executive VP Chief Operating Officer, WD Pensionmark
2022 Sponsors
• Capital Group American Funds
• PGIM
• Franklin Templeton
• Putnam Investments
• Empower
• Fidelity