NON-PROFIT FORUM
SESSION 2: MITIGATING 403(b) PLAN RISKS
JOIN US FOR THE NON-PROFIT FORUM - SESSION 2
Non-profit retirement plan sponsors and fiduciaries are invited to attend the continuation of a virtual summit hosted by leading local experts! Session 2 of the Non-Profit Forum will feature new topics including: minimizing compliance mistakes, maximizing fee negotiations, avoiding target date fund lawsuits and more!
This comprehensive remote summit is presented as part of the 2021 Retirement Plan Road Show, and will feature unbiased, education-focused online training for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries. Our diverse group of industry experts will discuss retirement plan best practices and strategies, and have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit, and click here to register for Session 3!
CO-SPONSORED BY TIAA & STATE STREET GLOBAL ADVISORS
Tuesday, July 13th, 2021
11:00 am - 1:00 pm EST
Earn 2 Hours Approved CE Credit!
PROGRAM HOSTS:
Brian Roberts, CFA, - Senior Vice President and Head of NFP’s Retirement Plan Consulting Practice
Allison Kaylor-Flink, CPFA, Senior Vice President at NFP Retirement
Kameron Jones, C(k)P, CPFA, Retirement Plan Fiduciary / Holistic Benefits Consultant at NFP Retirement
REASONS TO ATTEND:
Discover the benefits of plan operations reviews
Learn the key elements of plan operations reviews
Learn about trends in 403(b) fee litigation lawsuits
Learn how to avoid common pitfalls associated with plan fees
Learn about DOL recommendations when selecting a plan’s TDFs
Discover the pitfalls of inappropriately selecting a plan’s TDFs
DISCUSSION TOPICS:
Minimizing compliance mistakes
Maximizing Fee Negotiations
Avoiding Target Date Fund Lawsuits
WHO CAN BENEFIT:
Senior leadership
Finance executives
Human resource executives
Other 403(b) plan fiduciaries
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
HOW TO ATTEND
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.