While we are all familiar with the 3 F’s (Funds, Fees and Fiduciary), in today’s continually evolving regulatory and legal environment, it’s more important than ever to ensure that you are keeping your clients’ retirement plans effective and compliant.
In Workshop 16, “Why Effective Plan Governance and Fulfilling Fiduciary Obligations Matter” you will provide an opportunity to hear from three different advisory practices about how they ensure that their clients have a well-structured retirement plan governance program that drives participant outcomes while keeping the organization out of harm’s way.
You’ll get a chance to hear (and learn) from:
- Provocateur Phyllis Klein, Senior Director of Retirement Plan Services, CAPTRUST
- Janine Moore, Senior Vice President; Retirement Practice Leader, HUB Retirement and Wealth Management
- Trent Sanden, Senior Institutional Consultant; Managing Director—Investments, UBS Institutional Consulting Group—Northwest
- David Levine, Principal and Co-chair of Groom Law Group’s employer-focused practice
At the 2021 NAPA 401(k) Summit, you can learn a lot by networking and from a wide variety of practice-building workshops—and you can learn from the industry’s most successful advisors. This is just one of more than 20 insightful workshops—and six compelling keynotes—at the NAPA 401(k) Summit—the nation’s retirement plan advisor convention!
September 12-14, Las Vegas, Nevada.
We’re talking about real actionable ideas for business development, client experience, and participant experience!
Save your place today at https://napasummit.org. Early bird deadline is less than a week away—hotel room block is almost gone!
