2022 BAY AREA
VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
Join us Online!
Bay Area 401(k), 403(b) and DB plan sponsors are invited to attend an online fiduciary summit hosted by leading local experts! The 2022 Bay Area Virtual Fiduciary Summit is a comprehensive remote event presented as part of the 2022 Retirement Plan Road Show.
This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and 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 retirement plan summit!
Discussion Topics:
What Every Fiduciary Needs to Know
Top Issues Facing Retirement Plan Sponsors
Knowing Your Plan Fees
IRS & DOL Correction Procedures for Plan Errors
Financial Wellness
RFP & RFI Best Practices
More Topics TBA!
Wednesday, April 27th, 2022
11:00 am - 1:00 pm PT
Hosted virtually via Zoom!
*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Hosts & Guest Speakers:
Marte Werner, AIF®, CPFA® - Principal, NWK Group
Ian W. Lund, CPFA - Client Relationship Manager, NWK Group
Emilio Vela, CPFA - Director, Participant Engagement, Pensionmark Financial Group
Robert Gower, Director - Trucker Huss
Tina White, Vice president, Senior Retirement Strategist - Franklin Templeton
Mike Foy, DC Investment Specialist - Putnam Retail Management
David M. Blanchett, Head of Retirement Research - PGIM
Jonathan Young, PPC, QPFC, Senior National Accounts Manager - Capital Group | American Funds
More Speakers TBA!
Reasons to Attend
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance & get clarity and direction on best practices
Discover new ideas and insider tools & training to improve employee outcomes
Network with peers and industry leaders
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
CPE/CPA
HRCI/ SPHR/ PHR/GPHR General Credit
SHRM Professional Development Credits (PDCs)
CEBS Eligible
Retirement Plan Road Show National Sponsors
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
Post-conference tools, resources and contacts
Review Your Plan Now
Complimentary preliminary plan evaluations:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
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 & 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.
CE Credit Approval: 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.