2021 BOSTON
VIRTUAL HEALTHCARE & RETIREMENT PLAN SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN BOSTON!
Boston area 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2021 Boston Virtual Healthcare & Retirement Plan Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused virtual summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss online retirement plan summit!
HOSTS & GUEST SPEAKERS
Richard Wedge, Managing Director - Pensionmark
Sue Walton, Senior Retirement Strategist - Capital Group | American Funds
Mikko J. Passananti, Executive Vice President - PensionmarkMeridien
David Stone, CPA, MBA, CFE, Manager - BerryDunn
Lisa Openshaw, CPA, Principal - BerryDunn
Liam Grubb, CFA, CAIA, Vice President, Senior Retirement Plan Strategist - Franklin Templeton Investments
More to be announced!
Can’t attend? Click here to request another event in your area!
REASONS TO ATTEND:
Gain confidence about fiduciary responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve employee outcomes
Access executive benefits classes and plan sponsor training
Network with peers and industry leaders
DISCUSSION TOPICS:
Retirement Industry Trends
Convergence of Healthcare & Retirement - HSAs
Healthcare Benefits - A Look at Plan Designs and Case Studies
What Every Fiduciary Needs to Know for 2021
Evaluating the Reasonableness of Plan Fees
Hot Topics and Audit Considerations for Plan Fiduciaries
Decoding the Generations = Solutions for Your Multi-Generational Workforce
ERISA Case Studies and Compliance Best Practices
RFI & RFP Best Practices
Executive Benefits
More Topics TBA!
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
EVENT REGISTRATION
*$250 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.”; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.