2021 TEXAS VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN TEXAS!
Texas 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a virtual summit hosted by leading local experts! The 2021 Texas 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!
LOCAL HOSTS & GUEST SPEAKERS:
Kimberly Pruitt, Retirement Plan Consultant – NFP
John Livingston, CIMA, CFP, Vice President, Advisory Services- NFP
Karen Soefje, Audit Partner, Employee Benefits - Baker Tilly
Jamie Hayes, C(k)P, AIF(r), CPFA Senior Vice President - NFP
More Speakers TBA!
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:
Hot News from the DOL on Cybersecurity
Financial Wellness & Behavioral Finance
What the New Audits Are Going to Look Like
What Every Fiduciary Needs to Know for 2021
What You Need to Know About Your Plan Document to Prevent Problems
Health Savings Accounts
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
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
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; 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.