When: Wednesday, June 14th 11:00 am – 3:00 pm (Luncheon & Seminar)
Where: Tower Club Fort Lauderdale
Topics of Discussion:
Making Retirement Plans Work for Employers & Employees
Through the Eyes of a Former Senior DOL Investigator
What Every Fiduciary Needs to Know for 2017
Plan Design & Participant Outcomes
Evaluating the Reasonableness of Plan Fees
Ask the Experts – Local & National Professional Panel
RFP & RFI Best Practices
More Topics TBA!
Brett Shofner, President – Work Plan Retire
Local Guest Speakers:
David Donaldson, Former Senior DOL Investigator & President and CEO of ERISA Smart
More Speakers To Be Announced!
Who Should Attend?
Human Resource, Benefit and Finance executives
Business owners and Fiduciaries
Plan sponsors with 401(k), 403(b), 457 or DB Pension Plans
*The intended audience is exclusively retirement plan sponsors and these guests will receive first priority for attendance.
Certified For 3 hours of:
CEBS/CLE credit eligible
Cost: Free for members of Greater Miami Society for Human Resource Management – Enter “GMSHRM” in Comment Box to waive your $150 registration fee.
RSVP Here: http://xgrowthsolutions.com/events/2017-south-florida-fiduciary-summit/