2024 Boston Healthcare & Retirement Plan Summit
May
16
12:00 PM12:00

2024 Boston Healthcare & Retirement Plan Summit

2024 BOSTON

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

Join us in Boston!

Join us for the 2024 Boston Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics for 2024- including the convergence of healthcare & retirement, total rewards industry trends, engaging employees with financial wellness programs, and more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

Thursday, May 16th, 2024

12:00 pm - 3:00 pm | Conference Center at Waltham Woods

860 Winter St, Waltham, MA 02451

Map & Directions | Health & Safety Measures

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Richard Wedge,

Managing Director - Pensionmark, A World Company

John Peterson, Chief Growth Officer - World Insurance Associates LLC

Veronica Taylor,

Senior Relationship Manager - Pensionmark, A World Company

David Stone, Senior Manager - BerryDunn Assurance

Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC

Brad Sherry, Senior Account Executive - World Insurance Associates LLC

  • What Every Fiduciary Needs to Know for 2024

    Convergence of Healthcare & Retirement

    Preserving & Enhancing the Value of Your Total Rewards Strategy

    Advisor Benchmarking + RFI & RFP Best Practices

    Risk Exposures & Solutions for Fiduciaries

    Maximizing Capital Efficiency in Your Health Plan

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

+ More Speakers TBA!

Previous Summit Highlights & Reviews

5 stars! Great variety of relevant topics and convenient location. The areas of most value were the Rick Wedge Retirement Plan presentation and Jay Kirschbaum’s Healthcare Compliance presentation.
— Director of Benefits - Framingham, MA-Based Nonprofit Organization
Speed dating round tables were great- very unique. I’m interested in a follow up Retirement Plan Benchmark & Fees Review after year-end.
— CFO/COO Providence, RI-Based Law Firm
 

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 South Carolina Retirement Plan & Risk Summit
Jun
4
8:30 AM08:30

2024 South Carolina Retirement Plan & Risk Summit

2024 SOUTH CAROLINA

RETIREMENT PLAN SUMMIT & RISK SUMMIT

 
 

Join us in South Carolina!

Join us for the 2024 South Carolina Retirement Plan & Risk Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

Tuesday, June 4th, 2024

8:30am - 12:00pm | Hilton Garden Inn Anderson

115 Destination Boulevard,
Anderson, SC, 29621

Health & Safety Measures

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Jim Lyday, Managing Director – Pensionmark, A World Company

+ More Speakers TBA!

Jeff Seymour, Managing Director – Pensionmark, A World Company

Keith Roberts, Principal, Division Leader - World Insurance Associates LLC

    • What Every Fiduciary Needs to Know for 2024

    • Convergence of Healthcare & Retirement

    • Preserving & Enhancing the Value of Your Total Rewards Strategy

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • Maximizing Capital Efficiency in Your Health Plan

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

 

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 Central Texas Retirement Plan & Risk Summit
Jun
5
8:30 AM08:30

2024 Central Texas Retirement Plan & Risk Summit

2024 CENTRAL TEXAS

RETIREMENT PLAN & RISK SUMMIT

 
 

Join us in Central Texas!

Join us for the 2024 Central Texas Retirement Plan & Risk Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

Wednesday, June 5th, 2024

8:30am - 12:00pm | Dimensional Place

6300 Bee Cave Rd, Building One, Austin, TX 78746

Map & Directions | Health & Safety Measures

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Debbie Matustik, Managing Director, Pensionmark, A World Company

W. Dean Salyer, AIF®, CPFA, CEO/President, WD Pensionmark

John Peterson, Chief Growth Officer - World Insurance Associates LLC

Patrick Carvey, Audit & Assurance Partner - Armanino

+ More Speakers TBA!

Janelle Rivera, Executive VP/Chief Operating Officer, WD Pensionmark

Althea Trevor, CFA, Senior Investment Director at Dimensional Fund Advisors

    • What Every Fiduciary Needs to Know for 2024

    • Election Year Market Outlook & Economic Update

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

 

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 Minnesota Retirement Plan & Risk Summit
Jul
16
11:30 AM11:30

2024 Minnesota Retirement Plan & Risk Summit

2024 MINNESOTA

RETIREMENT PLAN & RISK SUMMIT

 
 

Join us in Minnesota!

Join us for the 2024 Minnesota Retirement Plan & Risk Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics for 2024- including the convergence of healthcare & retirement, total rewards industry trends, engaging employees with financial wellness programs, and more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

Tuesday, July 16th, 2024

11:30 am - 3:30 pm | Golden Valley Country Club

7001 Golden Valley Rd, Golden Valley, MN 55427

Map & Directions | Health & Safety Measures

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Tony Black, CPFA, AIF, RPA, CEFEX-Certified Retirement Plan Advisor - Pensionmark, A World Company

+ More Speakers TBA!

Matt Voecks CPFA, AIF, RPA, CEFEX-Certified Retirement Plan Advisor at Pensionmark, A World Company

Frank P. Costa, CIC, CRM, Chief Growth Officer - World Insurance Associates, LLC

    • What Every Fiduciary Needs to Know for 2024

    • Election Year Market Outlook & Economic Update

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

Previous Summit Highlights & Reviews

Speed dating round tables were a great option- very valuable! I’m interested in a follow up Financial Wellness & Employee Engagement review with Tony Black & Matt Voecks early next month.
— HR Director - Minnesota-Based Higher Education Association
5 stars! The area of most value was the Retirement Plan Fiduciary Responsibilities overview. I am interested in a follow up SECURE 2.0 review with Matt Voecks.
— HR Executive - Minneapolis-Based Architecture Firm
 

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 Atlanta Retirement Plan & Risk Summit
Jul
17
11:30 AM11:30

2024 Atlanta Retirement Plan & Risk Summit

2024 ATLANTA

RETIREMENT PLAN & RISK SUMMIT

 
 

Join us in ATL!

Join us for the 2024 Atlanta Retirement Plan & Risk Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

Wednesday, July 17th, 2024

11:30am - 3:30pm | Venue TBA!

Health & Safety Measures

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Shelly Horwitz,

Managing Director, Pensionmark, A World Company

James Vanke,

Managing Director - Pensionmark, A World Company

Jim Lyday,

Managing Director – Pensionmark, A World Company

John Peterson,

Chief Growth Officer - World Insurance Associates LLC

Rob Appleman,

AIF®, CPFAᵀᴹ, Director of Investments and Client Services, A World Company

+ More Speakers TBA!

    • What Every Fiduciary Needs to Know for 2024

    • Convergence of Healthcare & Retirement

    • Preserving & Enhancing the Value of Your Total Rewards Strategy

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • Maximizing Capital Efficiency in Your Health Plan

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

Hosts & Guest Speakers

 

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 Arkansas Retirement Plan & Risk Summit
Aug
14
11:00 AM11:00

2024 Arkansas Retirement Plan & Risk Summit

2024 ARKANSAS

RETIREMENT PLAN & RISK SUMMIT

 
 

Join us in Arkansas!

Join us for the 2024 Arkansas Retirement Plan & Risk Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from retirement best practices and total rewards strategies to risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

Clay Kendall, CFA,

Managing Partner, Financial Advisor - WealthPath Investment Advisors

Erik Berry,

Partner, Financial Advisor - WealthPath Investment Advisors

Gwen Mazzola,

Assurance Partner -HoganTaylor LLP

Ethan Beckcom,

Senior Risk Advisor, Producer - World Insurance Associates LLC

Brandon Long,

Attorney - McAfee & Taft

+ More Speakers TBA!

Wednesday, August 14th, 2024

11:00am - 3:00pm | Supply Chain Hall of Fame

5111 W JB Hunt Drive, Rogers, AR 72758

Map & Directions | Health & Safety Measures

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

    • What Every Fiduciary Needs to Know for 2024

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • How To Engage Your Employees With Financial Wellness Programs

    • Legislative & Compliance Update & Timelines

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

 

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 Houston Retirement Plan & Risk Summit
Oct
8
8:30 AM08:30

2024 Houston Retirement Plan & Risk Summit

2024 HOUSTON

RETIREMENT PLAN & RISK SUMMIT

 
 

Join us in Houston!

Join us for the 2024 Houston Retirement Plan & Risk Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

Tuesday, October 8th, 2024

8:30am - 12:00pm | Invesco

11 Greenway Plaza, Suite 1000, Houston, TX 77046

Map & Directions | Health & Safety Measures

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Eric Hagebusch,

Managing Director, Pensionmark, A World Company

Janelle Rivera,

Executive VP/Chief Operating Officer, WD Pensionmark

Will Orr,

Managing Director, Pensionmark, A World Company

W. Dean Salyer,

AIF®, CPFA, CEO/President, WD Pensionmark

John Peterson,

Chief Growth Officer - World Insurance Associates LLC

+ More Speakers TBA!

    • What Every Fiduciary Needs to Know for 2024

    • Convergence of Healthcare & Retirement

    • Preserving & Enhancing the Value of Your Total Rewards Strategy

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • Maximizing Capital Efficiency in Your Health Plan

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

 

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →

2024 Tennessee Healthcare & Retirement Plan Summit
May
8
11:30 AM11:30

2024 Tennessee Healthcare & Retirement Plan Summit

2024 TENNESSEE

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

Join us in Nashville!

Join us for the 2024 Tennessee Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics for 2024- including the convergence of healthcare & retirement, total rewards industry trends, engaging employees with financial wellness programs, and more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

Wednesday, May 8th, 2024

11:30 am - 3:00 pm | Richland Country Club

1 Club Dr. Nashville, TN, 37215

Map & Directions | Health & Safety Measures

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Jim A. Lyday, CPFA – Managing Director, SVP Institutional Consulting, Pensionmark Nashville

Mike Barton,Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC

Pierce Trcka, CFP®AIF, CPFA, APMA – SVP, Investment and Advisory Solutions, Pensionmark Nashville

Michael Mann, Chief Placement Officer, World Insurance Associates LLC

Bradford Campbell, Partner - Faegre Drinker Biddle & Reath LLP, Fmr. EBSA Asst. Secretary, Labor & Employee Benefits

Jennifer Baugh, CPFA – VP, Client Experience, Pensionmark Nashville

    • What Every Fiduciary Needs to Know for 2024

    • Convergence of Healthcare & Retirement

    • Total Rewards Industry Trends

    • How To Engage Your Employees With Financial Wellness Programs

    • Maximizing Capital Efficiency in Your Health Plan

    • The Business Impact of Engaged Employees

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

Lauren Heller, Major Market Executive - Paycor

David Goodridge, Sr. Leadership Development Consultant, Wipfli

+ More Speakers TBA!

Previous Summit Highlights & Reviews

The Speed Dating was incredible, and I wish there was more time! I’m interested in a follow up Healthcare/H&W plan review and an introduction to the SMARTMap Financial Wellness solution.
— Manager- TN Based Higher Education Industry
Very friendly & not pushy at all! The areas of most value were Jim’s review of ERISA compliance and Advisor roles + Mike’s secrets of underwriting and what to look out for w/ renewals. I’m interested in an introduction to the SMARTMap Financial Wellness solution.
— Senior Director- Employee Benefits- TN Based Real Estate Industry
Great session. I especially enjoyed the speed dating! The areas of most value were both the 401(k) and Healthcare. Both were informative. I’m interested in an introduction to the SMARTMap Financial Wellness solution and the SECURE 2.0 Timelines & Deliverables resource.
— Associate Manager- Finance- TN Based Architecture & Engineering Firm
 

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 South Florida Healthcare & Retirement Plan Summit
May
7
12:00 PM12:00

2024 South Florida Healthcare & Retirement Plan Summit

2024 SOUTH FLORIDA

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

Join us in South Florida!

Join us for the 2024 South Florida Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

Tuesday, May 7th, 2024

12:00pm - 3:00pm | Jungle Island

1111 Parrot Jungle Trail, Miami FL 33132

Map & Directions | Health & Safety Measures

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC

Ted Konstantopoulos, Employee Benefits Division Growth Leader - World Insurance Associates LLC


Michael Mann, Chief Placement Officer - World Insurance Associates LLC

Janet Martinez, Director, Client Services, Employee Benefits - World Insurance Associates LLC

Martha Castellanos Pollo, GBDS, Employee Benefits Advisor - World Insurance Associates LLC

Brian M. Correia, MPA, Employee Benefits Advisor - World Insurance Associates LLC

Jim Lyday, Managing Director – Pensionmark Nashville

Daniel Shapiro, AIF®, CPFA, Principal - DCS Pensionmark

Irene Tsingelis, Senior Manager - EisnerAmper

    • What Every Fiduciary Needs to Know for 2024

    • Convergence of Healthcare & Retirement

    • Preserving & Enhancing the Value of Your Total Rewards Strategy

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • Maximizing Capital Efficiency in Your Health Plan

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Christopher (CJ) Giuditta, CLCS, VP, Senior Advisor, World Private Client Group - World Insurance Associates LLC

Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC

+ More Speakers TBA!

Previous Summit Highlights

 
 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 New Jersey Healthcare & Retirement Plan Summit
Apr
11
11:30 AM11:30

2024 New Jersey Healthcare & Retirement Plan Summit

2024 NEW JERSEY

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

Join us in New Jersey!

Join us for the 2024 New Jersey Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

Thursday, April 11th, 2024

11:30am - 3:30pm | Delta Hotel Woodbridge

515 US Highway 1 South, Iselin, NJ 08830

Map & Directions | Health & Safety Measures

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Bob Scherzer, Managing Director - Pensionmark, A World Company

Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC

Connor Scherzer, Consultant - Pensionmark, A World Company

Sylwia Hejzner, Sr. Manager, Audit - EisnerAmper

Christopher (CJ) Giuditta, CLCS, VP, Senior Advisor, World Private Client Group - World Insurance Associates LLC

    • What Every Fiduciary Needs to Know for 2024

    • Convergence of Healthcare & Retirement

    • Preserving & Enhancing the Value of Your Total Rewards Strategy

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • Maximizing Capital Efficiency in Your Health Plan

    • DOL Cybersecurity

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

+ More Speakers TBA!

Previous Summit Highlights & Reviews

5 Stars! The area of most value was the conversation regarding benefits underwriting and how they come up with renewals. Additionally, the 401(k)/retirement plan info. I’m interested in a follow up conversation next month.
— HR Executive - International Technology/Media Company
5 stars! Areas of most value were the forfeitures information and 401(k) plan design. I’m interested in an introduction to the SMARTMap Financial Wellness solution along with the Retirement Plan Review and Advisor Specialist vs. Generalist survey score.
— CFO - South Jersey based Manufacturing Firm
 

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 Philadelphia Healthcare & Retirement Plan Summit
Apr
10
11:30 AM11:30

2024 Philadelphia Healthcare & Retirement Plan Summit

2024 PHILADELPHIA

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

Join us in Philly!

Join us for the 2024 Philadelphia Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

Wednesday, April 10th, 2024

11:30am - 3:30pm | The Inn at Villanova University

601 County Line Rd, Wayne, PA 19087

Map & Directions | Health & Safety Measures

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Bob Scherzer,

Managing Director - Pensionmark, A World Company

Brenda DeSaro,

Director, Pension Services Group - EisnerAmper

Connor Scherzer,

Consultant - Pensionmark, A World Company

Matthew Morris,

Principal, Commercial Lines - World Insurance Associates, LLC

Robert Gibson,

Managing Director - Pensionmark, A World Company

Mike Barton,

Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC

    • What Every Fiduciary Needs to Know for 2024

    • Convergence of Healthcare & Retirement

    • Preserving & Enhancing the Value of Your Total Rewards Strategy

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • Maximizing Capital Efficiency in Your Health Plan

    • DOL Cybersecurity

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

Yongo Ding, Associate Attorney - Morgan, Lewis & Bockius LLP

William Marx, Associate Attorney - Morgan, Lewis & Bockius, LLP

+ More Speakers TBA!

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 
 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 Bay Area Healthcare & Retirement Plan Summit
Mar
21
11:00 AM11:00

2024 Bay Area Healthcare & Retirement Plan Summit

2024 BAY AREA

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

Join us in the Bay Area!

Join us for the 2024 Bay Area Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more.

Thursday, March 21st, 2024

11:00am - 3:00pm | San Ramon Marriott

2600 Bishop Dr, San Ramon, CA 94583

Map & Directions | Health & Safety Measures

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

John C. Kim, Managing Partner, Sr. Financial Planner – Sourjohn-Kim Retirement Solutions

Pete Ravani, Managing Director at Ravani Retirement & Wealth Solutions · Pensionmark, A World Company

Robert Gower, Director - Trucker Huss

Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC

Frank P. Costa, CIC, CRM, Chief Growth Officer - World Insurance Associates, LLC

Josh Simerman, Head of Carrier Relations and Placement - World Insurance Associates, LLC

    • What Every Fiduciary Needs to Know for 2024

    • Convergence of Healthcare & Retirement

    • Preserving & Enhancing the Value of Your Total Rewards Strategy

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • Maximizing Capital Efficiency in Your Health Plan

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

Sara Taeb, Senior Human Capital Management Consultant - Coastal Payroll

Tawny LaRosa, Senior Human Capital Management Consultant, Coastal Payroll

+ More Speakers TBA!

 

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 Orange County Healthcare & Retirement Plan Summit
Mar
20
11:00 AM11:00

2024 Orange County Healthcare & Retirement Plan Summit

2024 ORANGE COUNTY

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

Join us in OC!

Join us for the 2024 Orange County Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more.

Wednesday, March 20th, 2024

11:00am - 3:00pm | Irvine Marriott

18000 Von Karman Ave, Irvine, CA 92612

Map & Directions | Health & Safety Measures

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Shannon Main, Principal –Pensionmark, A World Company

Joe Ordonez, SVP, Retirement Plan Consultant –Pensionmark, A World Company

Jonathan Martinez, SVP, Retirement Plan Consultant –Pensionmark, A World Company

Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC

Frank P. Costa, CIC, CRM, Chief Growth Officer - World Insurance Associates, LLC

Maria Arriola, CPA, Partner, LSL CPAs and Advisors

Katrina Veldkamp, Senior Counsel, Employee Benefits & ERISA - Boutwell Fay LLP

Josh Simerman, Head of Carrier Relations and Placement - World Insurance Associates, LLC

+ More Speakers TBA!

    • What Every Fiduciary Needs to Know for 2024

    • Convergence of Healthcare & Retirement

    • Preserving & Enhancing the Value of Your Total Rewards Strategy

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • Maximizing Capital Efficiency in Your Health Plan

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Previous Summit Highlights & Reviews

5 Stars! The current industry updates for retirement plans & employee benefits were most valuable. I’m interested in a follow up on Healthcare/H&W cost reduction strategies and a more formal Employee Benefits plan review.
— HR Executive - Vernon-Based Food Distribution Company
5 Stars! I’m interested in the complimentary Healthcare/H&W Plan Review along with the Healthcare cost with the reduction strategies.
— CFO - SoCal-Based Non-Profit
5 Stars! The Health Plan and compliance law updates were most valuable. I’m interested in the Retirement Plan Review and Healthcare/H&W/Employee Benefits Plan Review along with the SMARTMap Financial Wellness introduction. I am a member of the PIHRA (professionals in Human Resources) I think they would love to hear some of this as part of member education. This was a wonderful presentation and well executed. I would love to stay in touch!
— HR Executive - Orange County-Based Consulting Firm

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 NOVA Healthcare & Retirement Plan Summit
Mar
14
11:00 AM11:00

2024 NOVA Healthcare & Retirement Plan Summit

2024 NOVA

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

Join us in Northern Virginia!

Join us for the 2024 NOVA Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more.

Thursday, March 14th, 2024

11:00am - 3:00pm

Tysons Corner Marriott, 8028 Leesburg Pike, Tysons, VA 22182

Map & Directions | Health & Safety Measures

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Shelly Horwitz, Managing Director, Pensionmark, A World Company

David Stoddard, FSA, MAAA, Vice President, Director of Analytics and Actuarial Services, World Insurance Associates LLC

Jodi Green, Esq.,  Employee Benefits & ERISA Compliance, Tatum Hillman & Powell, LLP

Jeff Kroeger, Executive VP, Head of Commercial Lines, World Insurance Associates LLC

Jeanette Stillwagner, CPA,
Signing Director
Employee Benefit Plans,
CLA (CliftonLarsonAllen LLP)

+ More Speakers TBA!

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

    • What Every Fiduciary Needs to Know for 2024

    • Convergence of Healthcare & Retirement

    • Preserving & Enhancing the Value of Your Total Rewards Strategy

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • Maximizing Capital Efficiency in Your Health Plan

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

Previous Summit Highlights & Reviews


5 Stars! All was valuable- that is why I attended, love the shorter sessions, gave us the good stuff without the fluff! The SECURE 2.0 speaker was amazing, all were great. Great info plus consumable. I’m interested in a follow up on Healthcare/H&W cost reduction strategies.
— HR Manager, VA-Based Consulting Firm
5 Stars! I’m interested in the complimentary Retirement Plan Review + Healthcare/H&W Plan Review. We are also looking at our plan design/matching format next month and request the resource discussed on Plan Design/Match Change Cost Analysis.
— CFO, Washington D.C.-Based Non-Profit

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
2024 Texas Healthcare & Retirement Plan Summit
Mar
6
8:30 AM08:30

2024 Texas Healthcare & Retirement Plan Summit

  • Gaylord Texan Resort & Convention Center (map)
  • Google Calendar ICS

2024 TEXAS

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

Join us in Grapevine, Texas

Join us for the 2024 Texas Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more.

Register now to reserve a seat for yourself and a colleague >>

Wednesday, March 6th, 2024

Registration, Networking + Breakfast: 8:30am - 9:00am | Presentations: 9:00am - 12:00pm

Gaylord Texan Resort & Convention Center, 1501 Gaylord Trail, Grapevine, TX 76051

Map & Directions | Health & Safety Measures

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Joe Stack, Managing Director, Pensionmark, A World Company

Tom Fitzgerald, President - Retail, World Insurance Associates LLC

W. Dean Salyer, AIF®, CPFA, CEO/President, WD Pensionmark

Janelle Rivera, Executive VP/Chief Operating Officer, WD Pensionmark

Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC

+ More Speakers TBA!

    • What Every Fiduciary Needs to Know for 2024

    • Convergence of Healthcare & Retirement

    • Preserving & Enhancing the Value of Your Total Rewards Strategy

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Risk Exposures & Solutions for Fiduciaries

    • Maximizing Capital Efficiency in Your Health Plan

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

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

    • Business Owners and Fiduciaries

    • 3 Hours CPE/CPA

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

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

    • 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

 

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

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: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & 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.

CE Credit Approval

CPE/CPA: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.

View Event →
Jan
3
4:00 PM16:00

Untitled Event

View Event →