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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

JOIN US IN THE BAY AREA!

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

The summit 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 it a can’t miss event.

HOSTED LOCALLY BY:

Blake A. Thibault ,   Managing Director at Heffernan Financial Services

Blake A. Thibault,

Managing Director at Heffernan Financial Services

John Clark ,   Vice President & Advisor at Heffernan Financial Services

John Clark,

Vice President & Advisor at Heffernan Financial Services

 

TUESDAY, MARCH 12th, 2019

11:00AM - 3:00PM

Luncheon included

JP Morgan Chase Building
560 Mission St., 20th Floor,
San Francisco, CA 94105

 
 

LOCAL GUEST SPEAKERS:

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

Ryan Sullivan, Managing Director, Strategic Markets – Hartford Funds

More To Be Announced!

 

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

  • MIT Age Lab

  • Ask the Expert – Local Professional Panel

  • RFI & RFP Best Practices

  • More 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

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

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

 
 
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Register Now

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

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

 
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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