2019 Cincinnati Fiduciary Summit

2019 Cincinnati Fiduciary Summit

Cincinnat, OH

2019 Cincinnati Fiduciary Summit
April 4, 2019
11am - 3pm (Lunch included)

Anderson Pavilion
8 E Mehring Way
Cincinnati, OH 45202





MVHRA Members are cordially invited to attend the 2019 Cincinnati Fiduciary Summit presented by Xponential Growth Solutions.

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


When: 11:00am – 3:00pm (Lunch included) on Thursday, April 4th
Where: Anderson Pavilion, 8 E Mehring Way, Cincinnati, OH 45202

Local & National Guest Speakers:

  • Michael Morris, Managing Director – Pensionmark Financial Group
  • Jim Lash, President – Hylant Cincinnati
  • Bradford Campbell, Current Partner at Drinker Biddle & Reath LLP and Former Assistant Secretary of Labor for Employee
  • David Donaldson, Former Senior DOL Investigator, President & CEO – ERISA Smart

  • Topics of Discussion:
  • What Every Fiduciary Needs to Know for 2019
  • How to Evaluate Retirement Plan Fees
  • Committee Best Practices for Effective Plan Oversight – How to Protect Fiduciaries
  • Washington Update – Legislative, Retirement & Healthcare
  • Through the Eyes of a Former Senior DOL Investigator
  • Ask the Experts – Local & National Professional Panel
  • Non-Qualified Executive Benefits Panel
  • RFP/RFI Best Practices
  • More Topics To Be Announced!

  • 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

  • *The intended audience is exclusively retirement plan sponsors and these guests will receive first priority for attendance

    Certified For 3 hours of:
  • HRCI/SPHR/PHR/GPHR
  • SHRM PDC’s
  • CEBS Credit eligible
  • CPA/CPE

  • Cost: Free for members of MVHRA – Enter “MVHRA19” in Comment Box to waive your $150 registration fee.
    Click HERE to Register.

    When and Where

    Location
    Anderson Pavilion, 8 E Mehring Way, Cincinnati, OH 45202
    8 E Mehring Way
    Cincinnat, OH
    Date and Time
    • April 4, 2019
    • 11:00 AM to 3:00 PM