The 2019 Retirement Plan Symposium

Employee Benefit Plan Seminar

Thursday, June 13th, 2019
Schifff Family Conference Center
Xavier Cintas Center
1624 Herald Avenue, Cincinnati, OH 45207

7:30 - 8:00 am - Registration & Breakfast
8:00 - 12:00 pm - Program & Discussion

What you Need to Know About Benefits, ERISA, People and Data Management

Retirement plans are a valuable tool for rewarding and attracting talent. It is important to make sure you’re up-to-date on the latest trends and regulations that may impact plan sponsors. From the latest ERISA news, to trends in benefit plan management, you won’t want to miss the premier people and data management symposium of the year!

Join us for a fast-paced morning covering a wide variety of topics for finance, benefit  and human resource executives, plan managers, plan administrators, business owners and fiduciary leaders. This event is presented free of charge by Barnes Dennig and The Rinehart Sussli Financial Group.

2019 Retirement Plan Symposium Agenda:

Keynote: The State of Cybersecurity in 2019
Chad Renfro, Chief Information Security Officer, Executive Vice President for Fidelity Investments

The Tangled Web of Workers’ Compensation, Unemployment and the Family Medical Leave Act
Katie Jones, Business Development Manager, Matrix Companies

Winning the War for Talent: How HR Leaders and C-Suite Execs Should Measure Recruiting and Retention Efforts to Impact the Bottom Line
Catherine Dunwoodie, Leader, Client Success, Paycor

Expert Panel Discussion: Your Questions Answered on Benefit Plan Management
Panelists to be announced shortly!

Evolving with ERISA: Stay Up-to-date with Hot Topics and Changes
Brad Campbell, Partner and ERISA Attorney (formerly Assistant Secretary of Labor for Employee Benefits, Head of Employee Benefits Security Administration), Federated Investment

About the Keynote: Chad Renfro is executive vice president of Enterprise Cybersecurity for Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 25 million individuals, institutions and financial intermediaries. In this role, Mr. Renfro leads Fidelity’s Information Security and Technology Risk and Customer Protection Services teams. He is also a member of Fidelity’s Enterprise CIO Council.


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