2024 RETIREMENT PLAN ROAD SHOW

PREREGISTRATION OPEN NOW

PREREGISTER

JOIN US IN 2024! PRE-REGISTRATION OPEN NOW

Healthcare and Retirement Plan Sponsors are gathering together with a diverse group of local thought leaders for the 2024 Retirement Plan Road Show! The summit is an education focused, workshop style conference themed around 401(k), 403(b), Defined Benefit, Healthcare and Workplace Wellness. Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries are invited to participate in networking, expert lectures, and group discussions on healthcare and retirement best practices and strategies. All of our events are approved for CPE/CPA, HRCI General and SHRM-PDC CE credit, and feature the latest tools and resources for improving plan management and employee outcomes. By partnering with the industry’s best, we’ve helped thousands of plan sponsors positively impact millions of America’s employees. Pre-register now using the form below to reserve a seat at an event in your area!

QUALITY CURATED CONTENT

 DISCUSSION TOPICS:

  • Convergence of Healthcare & Retirement & HSAs

  • What Every Fiduciary Needs to Know for 2024

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking & RFP Best Practices

  • Health, Wealth and the Future of Retirement

  • Ask the Experts - Local & National Professional Panel

INDEPENDENT, UNBIASED FIDUCIARY EDUCATION

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

LOCAL INDUSTRY EXPERT GUEST SPEAKERS

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • Business Owners

  • Plan Fiduciaries & Committee Members

  • HR and Benefits Professionals

  • CFO and Finance Professionals

ORGANIZED, EFFICIENT AND COMPREHENSIVE

CERTIFIED CE CREDIT:

  • CPE/CPA Credit

  • HRCI/SPHR/PHR/GPHR General Credit

  • SHRM Professional Development Credit (PDC)

  • CEBS Eligible

EVENT PREREGISTRATION

*Fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

MAKE THE MOST OF YOUR EVENT

NEED PLAN ASSISTANCE NOW?

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

Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:

•Consultations custom-tailored to your plan

•No-obligation, personalized Advisor matching service

•Access to industry leaders and expert resources in your area

•Click below to schedule a call with our team!