Tampa Fiduciary Summit 2023 | X Growth Solutions | 2 May 2023 | Centre Club - Tampa, 123 S West Shore Blvd 8th Floor, Tampa, FL 33609, USA
Venue
Centre Club - Tampa
Centre Club - Tampa, 123 S West Shore Blvd 8th Floor, Tampa, FL 33609, USA
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| Event Date | Tue May 2 EDT (over 1 year ago) |
| Location |
Centre Club - Tampa
123 S West Shore Blvd 8th Floor, Tampa, FL 33609, USA |
| Region | Americas |
Details
This summit which has helped thousands of plan sponsors positively impact millions of America’s participants.
You can expect an education focused, workshop style conference 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.
Discussion Topics:
• What Every Fiduciary Needs to Know
• Top Issues Facing Retirement Plan Sponsors
• Retirement Plan Benchmarking
• RFP & RFI Best Practices
• Market Volatility & Financial Wellness Solutions
• SECURE 2.0 Updates & Plan Sponsor Action Timelines
• More Topics TBA!
Speakers
2023 Speakers
Buck Blanton
Managing Director, Pensionmark
Jim Lyday
Managing Director, Pensionmark
Jennie Muniz
CPA, Assurance Partner, FORVIS
Laura Carnes, QPA, QKA, ERPA
Managing Partner, Black Creek Retirement Plans, Inc.
John Burgess
Principal, Jackson Lewis P.C.