Venue
Virtual

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Event Date Tue Oct 19 EDT (7 days ago)
Location Virtual
Region Americas
Details

Washington Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend the continuation of a 2-part virtual summit hosted by leading local experts! Session 2 of the 2021 Washington Virtual Fiduciary Summit will feature new topics including: new employee benefit plan audit standards, industry trends, CARES & SECURE Act, sustainable investing, Financial Wellness + more!

This comprehensive remote summit is presented as part of the 2021 Retirement Plan Road Show, and will feature unbiased, education-focused online training for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries. Our diverse group of industry experts will discuss retirement plan best practices and strategies, and have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for part 2 of 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:
• Investment Charts We Love and Why It Matters
• New Employee Benefit Plan Audit Standard
• Trends In The Industry & How Plans Have Evolved
• CARES & SECURE Act – What you Need to Know
• Sustainable Investing
• Financial Wellness for Employees

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

Bill Small
Co-Founder & Principal – Highland Capital Advisors (Issaquah, WA)

David Mann
Senior Consultant – Highland Capital Advisors (Issaquah, WA)

Toni Brown
CFA, Senior Retirement Strategist - Capital Group

Shawn Hansen
CPA, Shareholder - Clark Nuber

Jennifer Schuessler
CFP® | Regional Sales Director - Empower Retirement

Sponsors & Partners

2021 Sponsors

• National Registry of CPE Sponsors
• HR Certification Institute
• SHRM Recertification Provider
• Junior Achievement of San Diego County
• Fiduciary Education