Southern California Area 401(k), 403(b), and Retirement Plan Sponsors are gathering on September 23rd for the 2014 Southern California Fiduciary Summit. The summit is an educational workshop for CFOs, HR Directors, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.
The summit is the 13th stop on the Retirement Plan Road show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors makes it a can’t miss event!
When: Tuesday, September 23rd 2014 // 11:30am – 3:00pm
Where: Santa Ana Country Club, 20382 Newport Blvd., Santa Ana, CA 92707
Topics to be Discussed:
• What Every Fiduciary Should Know for 2014 & 2015
• Target Date Fund Panel
• Local Expert Professional Panel
• Plan Sponsor Panel – Insights From Your Peers
Continuing Education Credits:
• 3 Hours of CPE/CPA Credit
• 2.5 Hours of HRCI/SPHR/PHR/GPHR General Credit
• 3 Hours of CEBS Credit
Who Should Attend?
• CFOs, HR Directors, Business Owners, and Fiduciaries
• Plan Sponsors with 401(k), 403(b), 457, or DB Pension Plans
Continuing Education Credits:
• 3 Hours of CPE/CPA Credit
• 2.5 Hours of HRCI/SPHR/PHR/GPHR General Credit
• 3 Hours of CEBS Credit
Cost: Waived $150 registration fee for CSMFO members
*The intended audience is exclusively retirement plan sponsors and these guests will receive first priority for attendance.