ERISA
Summit
The premier event for plan sponsors, HR professionals, and fiduciaries. Gain actionable insights on compliance, fee benchmarking, retirement plan management, and healthcare plan strategies.
Elevating Retirement & Healthcare Plan Management
The ERISA Summit, established in 2018, has welcomed thousands of plan sponsors and industry professionals nationwide. Our focused programs provide critical updates, compliance strategies, and expert insights tailored for plan sponsors, HR professionals, CPAs, CFOs, and TPAs.
Whether you're deepening your existing knowledge or pursuing continuous professional development, our offerings are designed to keep you at the forefront of industry developments.
Expert Insights
Learn from top industry professionals bringing the latest strategies and compliance updates.
Professional Networking
Connect with industry peers, exchange ideas, and build a network of professional support.
Interactive Learning
Engage in sessions covering legislative updates, compliance requirements, and fiduciary duties.
Earn Credits
Earn SHRM-CP, SHRM-SPC, and CPE credits while advancing your professional development.
Wondering how your plan really measures up?
Get your Fiduciary Freedom® Index score — a clear 0–100 benchmark across fees, investments, plan design, and fiduciary processes.
Upcoming Events
Join us at a location near you. Each summit offers CPE and SHRM credits with nationally recognized speakers.
"One of the most practical ERISA events I've attended. The speakers were knowledgeable and the content was directly applicable to my work as a plan sponsor."
Sarah M.
HR Director, Manufacturing Company
How Does Your Plan Really Measure Up?
Get a clear 0–100 score across four critical areas — fees, investments, plan design, and fiduciary processes — with practical next steps for your committee.
Contact Us
Have questions about an upcoming event, sponsorship opportunities, or partnership inquiries? We'd love to hear from you.