Southeast Michigan Fiduciary Summit 2022 | X Growth Solutions | 18 May 2022 | Virtual
Venue
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| Event Date | Wed May 18 EDT (over 1 year ago) |
| Location | Virtual |
| 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:
• Today’s Retirement Plan Landscape
• “My Experience as a Witness in a Committee Fiduciary Trial”
• Local ERISA Counsel – Plan Sponsor Open Forum
• Emerging Trends in Target Date Fund Investing
• Managed Accounts
• Social Security – What Your Participants Need to Consider
• Employee Retention Tax Credit – Don’t Leave Money on the Table
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
Speakers
2022 Speakers
Kelley Snook
AIF, Senior Vice President OneDigital
Diane Gallagher
Vice President, and Head of Employee Management American Century
Gary Remer
Member Attorney Dawda, Mann, Mulcahy & Sadler, PLC
David Anderson
AIF, Senior Vice President OneDigital
Nick Nefouse
Director of LifePath Investments, BlackRock
Matthew Reilley
Director Custom Solutions, Empower Retirement
Keith Wilbur
National Sales Manager, Synergi Partners
Michael Neaton
CFP, Director Participant Services OneDigital