2019 Jacksonville Fiduciary Summit

Aug 20, 2019

Join Partner, Lisa Carrasco, who will be one of the guest speakers at the upcoming

2019 Jacksonville Fiduciary Summit

August 20, 2019


Seminar & Luncheon

UNF – Adam W. Herbert University Center – Room 1027

12000 Alumni Drive

Jacksonville, Florida 32224

Click here to register (*Special Waived Fee Using code: SGR19)

Topics of Discussion include:

  • What Every Fiduciary Needs to Know for 2019
  • Through the Eyes of a Former Senior DOL Investigator
  • How to Evaluate the Reasonableness of Plan Fees
  • How to Maximize Participant Outcomes & Successful Plan Design
  • Recent Lawsuits & Legal Update
  • Plan Benchmarking & RFP Best Practices
  • Health, Wealth, and the Future of Retirement
  • Ask the Experts – Local & National Professional Panel

Who Should Attend?

  • Finance, Human Resource and Benefit executives
  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans
  • Business Owners and Fiduciaries

The intended audience for each summit is exclusively for retirement plan sponsors.

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