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2019 Seattle Fiduciary Summit

  • Washington Athletic Club 1325 6th Ave Seattle, WA (map)
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2019 SEATTLE FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN THE EMERALD CITY!

A total of 70 Western Washington 401(k), 403(b), and Retirement Plan Sponsors came together for the 2019 Seattle Fiduciary Summit, representing 45 qualified plans and over $15 billion in qualified assets!

This seminar was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

The summit is an education focused, workshop style conference 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.

Pre-register for 2020 or visit the Plan Sponsor Connect Portal to evaluate your plan now:

 

Local Guest Speakers:

Bill Small,    Co-Founder & Principal – Highland Capital Advisors (Issaquah, WA)

Bill Small,

Co-Founder & Principal – Highland Capital Advisors (Issaquah, WA)

Dave Rowe,    Senior Consultant & Equity Partner – Highland Capital Advisors (Issaquah, WA)

Dave Rowe,

Senior Consultant & Equity Partner – Highland Capital Advisors (Issaquah, WA)

David Mann,    Senior Consultant – Highland Capital Advisors (Issaquah, WA)

David Mann,

Senior Consultant – Highland Capital Advisors (Issaquah, WA)

Shawn Hansen,    CPA and Shareholder - Clark Nuber

Shawn Hansen,

CPA and Shareholder - Clark Nuber

 
Sharad Vasanth  , Vice President – BlackRock

Sharad Vasanth, Vice President – BlackRock

Sasha Franger  , Director of Thought Leadership – Empower Retirement

Sasha Franger, Director of Thought Leadership – Empower Retirement

William D. Whitman, Attorney - Thorson Barnett & McDonald, P.C.

 
 

Event Details:

TUESDAY, MARCH 5th, 2019

11:00AM - 3:00PM

Luncheon included

Washington Athletic Club

1325 Sixth Avenue
Seattle, WA 98101

View Full Agenda

WHO CAN BENEFIT:

  • 401k, 403b, DB Pension, Retirement and Benefits Plan Sponsors

  • Plan Fiduciaries, Committee Members, and Business Owners

  • Professionals Seeking HR and Benefits Administration Training

  • CFO and Finance Professionals

DISCUSSION TOPICS:

  • What You Need to Know As a Fiduciary for 2019

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking and RFP Best Practices

  • Health, Wealth and the Future of Retirement

  • Ask the Experts – Local & National Round Tables

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

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

 
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2020 Pre-Registration

*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 450-1559
 
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2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

 

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.

Earlier Event: November 6
2018 New England Summit
Later Event: March 12
2019 San Francisco Fiduciary Summit