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2019 San Francisco Fiduciary Summit

  • JP Morgan Chase Building 560 Mission St. San Francisco, CA (map)
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2019 SAN FRANCISCO FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN THE BAY AREA!

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A total of 51 Bay Area 401(k), 403(b), and Retirement Plan Sponsors came together for the 2019 San Francisco Fiduciary Summit, representing 29 qualified plans and over $4.2 billion in qualified assets!

This seminar was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

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. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Pre-register for 2020 or visit the Plan Sponsor Connect Portal to evaluate your plan now:

2019 HOSTS AND GUEST SPEAKERS:

 
Blake A. Thibault ,   Managing Director at Heffernan Financial Services

Blake A. Thibault,

Managing Director at Heffernan Financial Services

John M. Clark ,   Vice President & Advisor at Heffernan Financial Services

John M. Clark,

Vice President & Advisor at Heffernan Financial Services

David Donaldson, Former Senior DOL Investigator, President & CEO – ERISA Smart

Ryan Sullivan, Managing Director, Strategic Markets – Hartford Funds

Brad Vaughan, Regional Sales Consultant - T. Rowe Price

Francesca Messano, Managing Director - MassMutual Workplace Solutions

Benjamin Spater, Director - Trucker Huss

 

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 Through Successful Plan Design

  • Through the Eyes of a Former Senior DOL Investigator

  • Washington Legislative Updates

  • Financial Wellness - Creating Participant Connections

  • The Evolving Workplace - How shifting demographics, technology innovations, and new employee expectations are shaping the workplace of the future

  • Ask the Expert – Local Professional Panel

  • RFI & RFP Best Practices

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

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

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

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

  • Business Owners and Fiduciaries

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

 
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PRE-REGISTER FOR 2020

*$150 feeWaived for select qualified plan sponsors who complete the following form:
 
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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.

Earlier Event: March 5
2019 Seattle Fiduciary Summit
Later Event: March 26
2019 Silicon Valley Fiduciary Summit