2021 JACKSONVILLE FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN JACKSONVILLE!
401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2021 Jacksonville Fiduciary Summit! The seminar is a stop on the 2021 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.
The education focused, workshop style conference is intended 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.
LOCAL HOSTS AND GUEST SPEAKERS:
Wednesday, November 3rd, 2021
University of North Florida
Adam W. Herbert University Center
12000 Alumni Drive, Bldg. 43
Jacksonville, FL 32224
11:00 am - 3:00 pm
Luncheon Included
Attend live or virtually/online! Click here to select your preference
Buck Blanton, Managing Director, Pensionmark
John Burgess, Partner - Shumaker
Heather Hodges, VP of HR - Episcopal Children’s Services
Esther Wright, HR Director – Providence School/New Life Christian Fellowship
Laura Carnes, QPA, QKA, ERPA, Managing Partner - Black Creek Retirement Plans, Inc.
Jennie Muniz, CPA
Managing Director, DHG LLP
Jeanna LeMasters, COO – Cecil W Powell & Company
Can’t attend? Click here to request another event in your area!
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
DISCUSSION TOPICS:
What every fiduciary needs to know
Different types of fiduciaries 3(16) 3(21) 3(38)
Knowing your plan fees
Local & national case studies and success stories
Employee Benefits Compliance
RFP & RFI best practices
IRS & DOL correction procedures for plan errors
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
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
Your 2021 Jacksonville Fiduciary Summit Registration Supports Our Charitable Partnership With Episcopal Children’s Services!
Episcopal Children’s Services helps underserved children in Northeast and Central Florida build a strong foundation for educational success. Working with children from birth to age 5 – the most critical years for cognitive development – ECS’s dedicated teachers and staff use curricula based on the latest research and best practices to help families ensure their youngsters enter school ready to learn.
ECS’s Head Start/Early Head Start is a free program for children of families with low incomes, providing comprehensive early learning in both center-based and home-based settings. This successful program helps ensure children’s readiness for school and increases parental knowledge in children’s growth and development. Episcopal Children’s Services’ Head Start program provides full-day, center-based early learning to children ages 3-5 years, and the Early Head Start program provides full-day, full-year, center-based and home-based early learning to pregnant women and children birth to 3 years of age. Click here to learn more about how to get involved!
Video Highlights
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; 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. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.