2022 LOS ANGELES
FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
Attend in person or online!
Join us live or virtually for the 2022 Los Angeles Fiduciary Summit! This in person and livestream event is part of the 2022 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.
You can expect an education focused, workshop style conference 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 - in person or online!
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
The Limited Scope Audit is Retiring
Look Below the Surface
PEP Best Practices
Interactive Plan Design & Matching Optimization
Voice of the American Worker Survey: Key Findings (2022 Harris Poll)
More Topics TBA!
Thursday, August 18th, 2022
11:00 am - 3:00 pm
Luncheon included with in person event
Venue: The Langham Huntington, Pasadena, 1401 S Oak Knoll Ave, Pasadena, CA 91106
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:
Ryan Gensicke, Principal Retirement Plan Advisor - Pensionmark | Clearview 401(k) Consultants
David Vaughan, Principal Retirement Plan Advisor - Pensionmark | Clearview 401(k) Consultants
John Russon, CPA, Partner - Pension Assurance LLP
Tony Cannon, Senior Channel Manager, Retirement Plans & Insurance - Capital Group | American Funds
Scott Harrison, Regional Vice President - Securian Financial
Mike Foy, DC Investment Specialist - Putnam Retail Management
Tina White, Vice president, Senior Retirement Strategist - Franklin Templeton
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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)
Prerequisites Required: No prerequisites required to attend this event.
Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.
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.