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2019 North Carolina Fiduciary Summit

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2019 NORTH CAROLINA

FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN NORTH CAROLINA!

50+ Raleigh-Durham area 401(k), 403(b), and Retirement Plan Sponsors came together at the iconic Angus Barn for the 2019 North Carolina Fiduciary Summit. Together they represented over 25 companies and more than $440 million in plan assets.

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 event is part of 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.

HOSTED LOCALLY BY:

 

GUEST SPEAKERS:

Joe Gordon,   Founder - Gordon Asset Management, based in Raleigh-Durham

Joe Gordon,

Founder - Gordon Asset Management, based in Raleigh-Durham

Todd Zempel, QKA, AIFA®, CPFA,   Executive Director of Retirement Plan Services - Gordon Asset Management, based in Raleigh-Durham

Todd Zempel, QKA, AIFA®, CPFA,

Executive Director of Retirement Plan Services - Gordon Asset Management, based in Raleigh-Durham

John Stilley ,  Retirement Plan Consultant - Gordon Asset Management, based in Raleigh-Durham

John Stilley,

Retirement Plan Consultant - Gordon Asset Management, based in Raleigh-Durham

Starla Hughes ,  Audit Manager - Sharrard McGee & Co. P. A.

Starla Hughes,

Audit Manager - Sharrard McGee & Co. P. A.

Rick Gripp,   Senior Vice President, Thrive Flexible Matching

Rick Gripp,

Senior Vice President, Thrive Flexible Matching

Robert Carpenter,   CHBC Consultant, Healthcare Management Consultants, Inc.

Robert Carpenter,

CHBC Consultant, Healthcare Management Consultants, Inc.

 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know for 2019

  • 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

  • Ask the Experts - Local & National Professional Panel

  • Financial Wellness Trends

  • Top Fiduciary Failures & How to Avoid Them

  • Investing for Outcomes

  • Emerging Trends in Employee Benefits

  • 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

 
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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

 
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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

 

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.