2021 NEW YORK
VIRTUAL HEALTHCARE & RETIREMENT PLAN SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US FOR A VIRTUAL EVENT!
New York Healthcare and Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend a virtual summit hosted by leading local experts! The 2021 New York Virtual Healthcare & Retirement Plan Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.
This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss 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 virtual retirement plan summit!
LOCAL HOSTS & GUEST SPEAKERS:
Managing Director – Pensionmark
Vice President, Senior Retirement Plan Strategist - Franklin Templeton Investments
CEO - Innovu
Sue Walton, SVP, Senior Retirement Strategist - Capital Group | American Funds
Patrick Carragher, Senior Vice President, Employee Benefits - NPPG
Michael M. Salerno, Founder & CEO of National Professional Planning Group (NPPG)
Your 2021 New York Healthcare & Retirement Plan Summit Registration Supports Our Charitable Partnership With the Tunnel to Towers Foundation!
On September 11, 2001, FDNY firefighter Stephen Siller laid down his life to save others when America was attacked. For 20 years, the Tunnel to Towers Foundation has honored Stephen’s legacy by supporting the heroes who continue to risk life and limb in the line of duty.
Smart Home Program: Custom builds specially adapted mortgage-free smart homes that help our most catastrophically injured veterans and first responders to reclaim their day-to-day independence.
Fallen First Responder Program: Pays-off the mortgages for the families of law enforcement officers and firefighters who are killed in the line of duty with young children.
Gold Star Family Home Program: Honors the legacy of those who have made the ultimate sacrifice while serving our country by paying off the mortgage or providing the surviving spouses and young children with mortgage-free homes.
To mark its 20th anniversary, the Tunnel to Towers Foundation has promised to deliver 200 mortgage-free homes to our nation’s heroes by the end of the year. The foundation has already delivered over 370 homes to date!
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
Honor our nation’s heroes through our partnership with the Tunnel to Towers Foundation
DISCUSSION TOPICS:
Convergence of Healthcare & Retirement & HSAs
Pooled Employer Plans (PEP) - Ask the Experts Panel
What Every Fiduciary Needs to Know for 2021
Financial Wellness
How to Evaluate the Reasonableness of Plan Fees
How to Maximize Participant Outcomes & Successful Plan Design
Plan Benchmarking & RFP Best Practices
Health, Wealth and the Future of Retirement
Decoding The Generations = Solutions for Your Multi-Generational Workforce
Ask the Experts - Local & National Professional Panel
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
Ready for the next step?
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.