Back to All Events

2019 Jacksonville Fiduciary Summit

2019_JACKSONVILLE_web_banner.png

2019 JACKSONVILLE FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN JACKSONVILLE!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Jacksonville Fiduciary Summit. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar is a stop on the 2019 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 each of our Retirement Plan Summit seminars a can’t miss event.

TUESDAY, AUGUST 20th 2019

11:00AM - 3:00PM

Luncheon included

UNF - Adam W. Herbert University Center - Room 1027

12000 Alumni Dr., Jacksonville , FL 32224

 

GUEST SPEAKERS:

LOCAL EXPERT:

 
Buck Blanton , Managing Director - Pensionmark

Buck Blanton, Managing Director - Pensionmark

 
Jennie Muniz, CPA ,  Senior Manager - DHG Assurance

Jennie Muniz, CPA,

Senior Manager - DHG Assurance

Lisa Carrasco ,  Partner - SGR Law in Jacksonville

Lisa Carrasco,

Partner - SGR Law in Jacksonville

Laura Carnes, QPA, QKA, ERPA , Managing Partner - Black Creek Retirement Plans, Inc.

Laura Carnes, QPA, QKA, ERPA, Managing Partner - Black Creek Retirement Plans, Inc.

 
David Donaldson ,  Founder of ERISA Smart, Former Senior DOL Investigator

David Donaldson,

Founder of ERISA Smart, Former Senior DOL Investigator

Kevin Knowles, CFA ,  Director, Defined Contribution - Russell Investments

Kevin Knowles, CFA,

Director, Defined Contribution - Russell Investments

Rick Gripp,    Senior Vice President - Thrive Flexible Matching

Rick Gripp,

Senior Vice President - Thrive Flexible Matching

 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know for 2019

  • Through the Eyes of a Former Senior DOL Investigator

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking & RFP Best Practices

  • Health, Wealth and the Future of Retirement

  • Ask the Experts - Local & National Professional Panel

  • Next Evolution in QDIA Investing

  • 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

RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • PIHRA members

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

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

XGS-horizontal-full_color.png
 

Event Registration

*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 
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.