2021 NEW YORK
VIRTUAL HEALTHCARE & RETIREMENT PLAN SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
JOIN US IN THE BIG APPLE!
New York 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a virtual fiduciary 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
VP Senior Consultant – Pensionmark
Senior Vice President, Employee Benefits - USI Insurance Services
Senior Vice President, Regional Sales Leader - USI Insurance Services
Partner - Faegre Drinker Biddle & Reath LLP, Former Assistant Secretary of Labor for Employee Benefits, head of the Employee Benefits Security Administration (EBSA)
Melissa Ostrower, Principal, Employee Benefits – Jackson Lewis P.C.
Denise Finney, Partner, Employee Benefit Plan Audits – EisnerAmper
Yesenia M. Perez, J.D., LL.M, Vice President of Employee Benefits Compliance, Northeast Region - USI Insurance Services
Liam Grubb, CFA, CAIA, Vice President, Senior Retirement Plan Strategist - Franklin Templeton
Vice President, NQ Practice Regional Consultant - Prudential Retirement
Senior Retirement Strategist - American Century Investments
Your 2021 New York Healthcare & Retirement Plan Summit Registration Supports Our Charitable Partnership With Best Buddies!
Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for individuals with intellectual and developmental disabilities (IDD). By participating as an individual or organization, you can have a direct, positive impact in your community through programs including:
One-to-One Friendships
Integrated Employment
Leadership Development
Inclusive Living
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
Support Learning & Leadership Development Programs Through Our Partnership with Best Buddies
DISCUSSION TOPICS:
Retirement & Healthcare Industry Coverage
Economic Update
Executive & Non-Qualified Benefits
Understanding the Transition Risk Zone
Latest of HSAs
Financial Wellness
What Every Fiduciary Needs to Know
Local & National Professional Panel
Health, Wealth & the Future of Retirement
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
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
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; 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.