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2021 Mid-Central Virtual Fiduciary Summit

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2021 MID-CENTRAL

VIRTUAL FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

Greater Cincinnati, Kentucky, and West Virginia 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a virtual summit hosted by leading local experts! The 2021 Mid-Central Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.

This unbiased, education-focused online fiduciary summit 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 have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!

Thursday, May 6th, 2021

11:00 AM - 1:00 PM EST

Earn 2 Hours CE Credit!

Health & Safety Measures

LOCAL HOSTS AND GUEST SPEAKERS:

Michael Morris, Managing Director – Pensionmark Financial Group

Michael Morris, Managing Director – Pensionmark Financial Group

Bradford Campbell, Partner - Faegre Drinker Biddle & Reath LLP, Former Assistant Secretary of Labor for Employee Benefits, head of the Employee Benefits Security Administration (EBSA)

Bradford Campbell, Partner - Faegre Drinker Biddle & Reath LLP, Former Assistant Secretary of Labor for Employee Benefits, head of the Employee Benefits Security Administration (EBSA)

Ronnie Cox, Senior Vice President, Investments -  Pensionmark Financial Group

Ronnie Cox, Senior Vice President, Investments - Pensionmark Financial Group

Glenn Dial, Senior Retirement Strategist - American Century Investments

Glenn Dial, Senior Retirement Strategist - American Century Investments

Emilio Vela Alvarenga, Director, Participant Engagement - Pensionmark Financial Group

Emilio Vela Alvarenga, Director, Participant Engagement - Pensionmark Financial Group

Ryan Doyle, Retirement Plan Counselor - Capital Group | American Funds

Ryan Doyle, Retirement Plan Counselor - Capital Group | American Funds

Tim White, CFP®, DCIO Regional Sales Consultant - T. Rowe Price

Tim White, CFP®, DCIO Regional Sales Consultant - T. Rowe Price

John Kutz, Director, Strategic Distribution - Franklin Templeton

John Kutz, Director, Strategic Distribution - Franklin Templeton

 
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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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DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know for 2021

  • Update on Benefits Regulatory Reforms and Enforcement

  • QDIA Evolution - Target Dates to Managed Accounts

  • The Next Chapter of Financial Wellness - SmartMap & Managed Advice

  • When to Benchmark & When to RFP

  • Ask the Experts

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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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CERTIFIED CE CREDIT:

  • 2 Hours of CPE/CPA Credit

  • 2 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 2 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
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Video Highlights

 
 

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

Read 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

Need Plan Assistance 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; 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.

Pensionmark Financial Group LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).