2022 TAMPA
FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
Attend in person or online!
Join us live or virtually for the 2022 Tampa 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
More Topics TBA!
Wednesday, April 6th, 2022
11:00 am - 3:00 pm
Luncheon included with in person event
Venue: Centre Club - 123 S West Shore Blvd., 8th Floor, Tampa, FL 33609
*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Hosts & Guest Speakers:
Buck Blanton, Managing Director, Pensionmark
Jim Lyday, Managing Director - Pensionmark
John Burgess, Partner - Shumaker, Loop & Kendrick
Laura Carnes, QPA, QKA, ERPA, Managing Partner - Black Creek Retirement Plans, Inc.
Michael Andrulis, DCIO- Sr. Internal Investment Specialist - Putnam Investments
Jennie Muniz, CPA, Assurance Partner, DHG LLP
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
Your Tampa Fiduciary Summit Registration Supports Our Charitable Partnership With the Alzheimer’s Association + the 2022 Walk to End Alzheimer’s!
The 2022 Walk to End Alzheimer's® raises funds to support the Alzheimer’s Association in their mission to provide education and support to the millions who face dementia every day, while advancing critical research toward methods of treatment, prevention and, ultimately, a cure. Held annually in more than 600 communities nationwide, the Alzheimer's Association Walk to End Alzheimer's® is the world's largest fundraiser for Alzheimer's care, support and research. Click here to learn more + get involved!
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.