2019 NEW YORK

HEALTHCARE AND RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

PRE-REGISTER FOR 2020

THANK YOU FOR JOINING US IN THE BIG APPLE!

401(k), 403(b), Healthcare and Retirement Plan Sponsors are gathered for the 2019 New York Healthcare and Retirement Plan Summit - an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

LOCAL EXPERTS:

Bob Scherzer,

Managing Director – Pensionmark

Sergio Sardera,

VP Senior Consultant – Pensionmark

GUEST SPEAKERS:

Bradford Campbell,

Former Head of the DOL Employee Benefits Administration

Jim Lyday,

Managing Director – Pensionmark

Melissa Ostrower, Principal, Employee Benefits – Jackson Lewis P.C.

Diane Wasser, Partner, Employee Benefit Plan Audits – EisnerAmper

Anthony Martillotti,

Senior Vice President, Employee Benefits - USI Insurance Services

Stephen C. Grieco,

Senior Vice President, Regional Sales Leader - USI Insurance Services

Rick Gripp,

Senior Vice President, Thrive Flexible Matching

Dr. Glenn Pransky, MD, M.Occ. Health,
Associate Professor, University of Massachusetts Medical School;
Instructor, Harvard School of Public Health

DISCUSSION TOPICS:

• Convergence of Healthcare & Retirement & HSAs

• The Growing Burden of Illness for American Workers, and Why Voluntary Benefits Aren’t Voluntary Anymore

• The New WOW Employee Benefit: Student Loans! Using Employer Matching Dollars to Help Pay Student Loan Debt

• What Every Fiduciary Needs to Know

• Ask the Experts – Local & National Professional Panel

• RFP & Plan Design Best Practices

• Financial Wellness for Plan Sponsors & Employees

• More Topics TBA!

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

WHO CAN BENEFIT:

• Finance, Human Resource and Benefit executives

• Professionals Seeking HR and Benefits Administration training

• Pension and Healthcare executives

• Business Owners and Fiduciaries

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

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

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

Review Your Plan Now

Receive a no obligation complementary review

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.