Venue
Virtual

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Jul 15 EDT (3 months ago)
Location Virtual
Region Americas
Details

Washington Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend a 2-part virtual summit hosted by leading local experts! Session 1 of the 2021 Washington 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.

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:
• 3(21) vs 3(38)
• Cyber-Security Today - What You Need to Know
• How to Evaluate the Reasonableness of Plan Fees
• Trends - Keeping Assets in the Plan
• Market Update: The Need-to-knows for Plan Sponsors

WHO CAN BENEFIT?
• 401k, 403b, DB Pension, Retirement and Benefits Plan Sponsors
• Plan Fiduciaries, Committee Members, and Business Owners
• Professionals Seeking HR and Benefits Administration Training
• CFO and Finance Professionals

Speakers

2021 Speakers

LOCAL HOSTS & GUEST SPEAKERS:

David Mann
Senior Consultant, Highland Capital Advisors

Dave Rowe
Senior Consultant & Equity Partner, Highland Capital Advisors

Bill Small
Co-Founder & Principal, Highland Capital Advisors

Dr. Clause te Wildt
Senior Vice President Capital Markets Strategy, Fidelity