Texas Virtual Fiduciary Summit 2021 | X Growth Solutions | 29 April 2021 | Virtual

Texas 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a virtual summit hosted by leading local experts! The 2021 Texas Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.

This unbiased, education-focused online fiduciary summit 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 have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!

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:
• Washington Update: The Need-to-knows for Plan Sponsors
• Holistic Benefit Strategies
• Financial Wellness: The Secret to Employee Engagement
• Plan Design & Evaluating Outcomes
• Employee Benefit Trends Study
• RFI & RFP Best Practices
• More Topics 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

2021 Speakers

Kimberly Pruitt
Retirement Plan Consultant, NFP

John Livingston
Vice President, Advisory Services, NFP

Beth Krasnow
President - Thrive

Karen Soefje
Audit Partner, Employee Benefits - Baker Tilly

2021 Sponsors

• CPE Sponsors
• SHRM
• HRCI.org
• XPonential Growth Solutions
• RPRS