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2018 New England Fiduciary Summit presented by Xponential Growth Solutions.

  • 6 Nov 2018
  • 8:00 AM - 2:00 PM
  • Gillette Stadium, 1 Patriot Place, Foxborough, MA 02035


You are cordially invited to attend the 2018 New England Fiduciary Summit presented by Xponential Growth Solutions. 

Join industry professionals as they discuss fiduciary issues impacting plan sponsors.

Date:  Tuesday, November 6th

Time:          8:00am – 12:00pm (Seminar & Breakfast)

12:00pm – 12:45pm (Special Session for DB Plan Sponsors Only)

1:00pm – 2:00pm (Optional & Complimentary Gillette Stadium Tour)

Where:      Gillette Stadium, 1 Patriot Place, Foxborough, MA 02035

Local Hosts:

William Horn, AIF (R), CRPS (R), PPC (R) – Retirement & Benefit Partners

Michael Devlin, Principal – BCG Pension Risk Consultants

Guest Speakers:

 John C. Bletzer, Partner – Caron & Bletzer, PLLC

 More to be announced!

Discussion Topics include:

  • What Every Fiduciary Needs to Know for 2018
  • How to Evaluate Retirement Plan Fees
  • Committee Best Practices for Effective Plan Oversight – How to Protect Fiduciaries
  • Washington Update – Legislative, Retirement & Healthcare
  • Ask the Experts – Local & National Professional Panel
  • RFP/RFI Best Practices

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

Certified For 3 hours of:

  • SHRM PDC’s
  • HRCI/SPHR/PHR/GPHR
  • CEBS Credit eligible
  • CPA/CPE

Cost: Free for members of Rhode Island SHRM – Enter “RISHRM” in Comment Box to waive your $150 registration fee.

For more information please click here.
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