Back to All Events

2021 Tennessee Healthcare & Retirement Plan Summit

2021_TENNESSEE_web_banner.png

2021 TENNESSEE

HEALTHCARE AND RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN MUSIC CITY!

Tennessee 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2021 Tennessee Healthcare and Retirement Plan Summit is a comprehensive summit presented as part of the 2021 Retirement Plan Road Show.

This unbiased, education-focused 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 healthcare and retirement plan summit!

LOCAL HOSTS & GUEST SPEAKERS:

Thursday, November 4th, 2021

11:00 am - 3:00 pm CST

Nissan Stadium - Home of the Tennessee Titans!

Luncheon Included + Optional VIP Stadium Tour 3:00 pm - 4:00 pm

Earn 3 Hours CE Credit!

Health & Safety Measures

Attend live or virtually/online! Click here to select your preference

Jim Lyday,Managing Director – Pensionmark

Jim Lyday,

Managing Director – Pensionmark

Bradford Campbell, Partner - Faegre Drinker Biddle & Reath LLP

Hugh O’Toole,

CEO - Innovu

Mark Blackburn,

Accounting and Assurance Shareholder - LBMC, PC

More to be announced!

 
circle4.png

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

3circle.png

DISCUSSION TOPICS:

  • Convergence of Healthcare & Retirement & HSAs

  • Employer Survival Guide

  • Legislative & Enforcement Updates

  • The Latest on CAA

  • Audit Changes & Best Practices

  • The Voice of the American Worker

  • Plan Design Insights

  • RFP/RFI & Benchmarking Best Practices

  • Financial Wellness for Plan Sponsors & Employees

  • More Topics TBA!

2circle.png

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Professionals Seeking HR and Benefits Administration training

  • Pension and Healthcare executives

  • Business Owners and Fiduciaries

circle3.png

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
2021 event page logos.png
 

Video Highlights

2019 Tennessee Healthcare & Retirement Plan Summit
2020 Tennessee Virtual Healthcare & Retirement Plan Summit (Session 1)
2020 Tennessee Virtual Healthcare & Retirement Plan Summit (Session 2)
 

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

NEED PLAN ASSISTANCE 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.

Earlier Event: November 3
2021 Jacksonville Fiduciary Summit
Later Event: November 9
2021 Cleveland Virtual Fiduciary Summit