Back to All Events

2018 Seattle Fiduciary Summit

  • Columbia Tower Club 701 Fifth Avenue, Columbia Center, 75th Floor Seattle, WA (map)
seattle.jpg

2018 SEATTLE FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANKS FOR JOINING US IN 2018!

Western Washington 401(k), 403(b), and Retirement Plan Sponsors gathered for the 2018 Seattle Fiduciary Summit. The summit was an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2018 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make it a can’t miss event.

TUESDAY, MARCH 6th, 2018

11:00AM - 3:00PM

Luncheon included

Columbia Tower Club

701 Fifth Avenue, Columbia Center, 75th Floor

Seattle, WA 98104

 
 

HOSTED LOCALLY BY:

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

Bill Small,

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

Dave Rowe,   Senior Consultant & Equity Partner – Highland Capital Advisors (Issaquah, WA)

Dave Rowe,

Senior Consultant & Equity Partner – Highland Capital Advisors (Issaquah, WA)

 

LOCAL GUEST SPEAKERS:

Christine Hawkins, Associate at Davis Wright Tremaine, LLP

Shawn Hansen, CPA & Shareholder – Clark Nuber (Bellevue, WA)

DISCUSSION TOPICS:

  • What You Need to Know As a Fiduciary for 2019

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking and RFP Best Practices

  • Health, Wealth and the Future of Retirement

  • Ask the Experts – Local & National Professional Panel

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

WHO CAN BENEFIT:

  • 401(k), 403(b), DB, Retirement and Benefits Plan Sponsors

  • Plan Fiduciaries, Committee Members, and Business Owners

  • HR and Benefits Professionals

  • CFO and Finance Professionals

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee Outcomes

  • Network with Peers and Industry Leaders

 
RPRS cert logos.png
 
RPRS_XGS.png
 
 
 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

 

ATTENDANCE POLICY:

The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND REFUNDS:

If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

Later Event: March 22
2018 Southern California Summit