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Event Details

    2022 Seattle Fiduciary Summit

    Date: October 25, 2022, 11:00am – 3:00pm
    Xponential Growth Solutions
    Attend in person or online!
    Free for members of Apple Valley HRA – Enter “AVHRA22” in Registration Code Box to waive your $150 registration fee.
    Event Type:
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    Topics of Discussion:

    • What Every Fiduciary Needs to Know
    • Top Issues Facing Retirement Plan Sponsors
    • Knowing Your Plan Fees
    • IRS & DOL Correction Procedures for Plan Errors
    • Financial Wellness
    • RFP & RFI Best Practices
    • More Topics TBA!

    Who Should Attend?

    • Human Resource, Benefit, and Finance Executives
    • Business Owners, Committee Members, and Plan Fiduciaries
    • Plan Sponsors with 401(k), 403(b) or DB Pension Plans

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

    Certified For:

    • CPA/CPE
    • SHRM PDC’s
    • CEBS Credit Eligible

    Cost: Free for members of Apple Valley HRA – Enter “AVHRA22” in Registration Code Box to waive your $150 registration fee.

    Click the link to register here: