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Event Details

    2015 New York Fiduciary Summit

    Date: July 22, 2015, 11:00am – 3:00pm
    Organizer:
    Xponential Growth Solutions
    Location:
    The Penn Club – 30 W 44th Street, New York, NY 10036
    Price:
    http://xgrowthsolutions.com/retirement-events/2015/07/2015-new-york-fiduciary-summit/
    Event Type:
    Conference
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    Topics to be Discussed:

    ·        Financial Considerations When Implementing Plan Design & Automatic Feature Changes

    ·        DOL findings for ERISA Plan Audits

    ·        Evaluating the Reasonableness of Plan Fees

    ·        Target Date Fund Panel

    ·        Ask the Experts: Local Professional Panel

    ·        Washington DC Update – What to Expect in 2015

    ·        RFP Best Practices

     

    Guest Speakers

    Mike Falcone – Vice President East Region at NFP Retirement

    Louis LiBrandi, Principal of the Employee Benefit Services Group – O’Connor Davies

    Timothy Desmond, Partner, Director of the Employee Benefit Services Practice – O’Connor Davies

     

    Continuing Education Credits:

    3 Hours of CPE/CPA Credit3 Hours of HRCI/SPHR/PHR/GPHR General CreditCEBS & CLE Credit Eligible