Experience Fiduciary Freedom®

ERISA Summit

Experience Fiduciary Freedom®

The ERISA Summit, established in 2018, has welcomed thousands of plan sponsors and industry professionals nationwide. Initially focused on retirement plans, this event now also encompasses healthcare plan management, offering a comprehensive platform for industry updates and practical solutions to complex challenges. Whether you're a seasoned veteran or new to your role in either retirement or healthcare plan administration, our goal is to ensure that you leave with actionable insights that are straightforward to implement.

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2,500+ Guests
Since 2018

Dates
2024 Series

Locations
Nationwide

National Speakers
Timely and Relevant

Pam - HR Director

Boise, ID

“I found the ERISA Summit to be incredibly rewarding—it was well worth the time invested. I walked away with practical, actionable insights that I could apply to our plan immediately. The sessions not only deepened my understanding but also equipped me with tangible strategies to enhance our compliance and performance. It’s rare to gain so much from a single event!”

ABOUT THE ERISA SUMMIT®

ERISA Summit 2024 Series: Elevating Retirement and Healthcare Plan Management

Secure Essential Credentials: Earn SHRM-CP, SHRM-SPC, and CPE Credits

Join the leading edge of retirement and healthcare plan management. Our focused programs provide critical updates, compliance strategies, and expert insights tailored for plan sponsors, HR professionals, CPAs, CFOs, and Third-Party Administrators (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.

Why Choose Us?

Expert Insights: Learn from top industry professionals who bring the latest, most effective strategies and insights to your fingertips.
Interactive Learning: Engage in presentations that cover key topics including legislative updates, compliance requirements, and fiduciary duties.
Professional Networking: Connect with industry peers and leaders, exchange ideas, and cultivate a network of professional support.
Exclusive Resources: Gain access to an extensive collection of materials that support ongoing learning and effective plan management.

Who Will Benefit?

Plan Sponsors
HR Professionals
CPAs and CFOs
Third-Party Administrators (TPAs)

Core Topics Include:

Navigating Department of Labor audits and compliance
Understanding recent ERISA regulatory updates and their impact
Implementing effective fee benchmarking and investment strategies
Keeping abreast of trends in retirement and healthcare plan recordkeeping
Managing fiduciary responsibilities and risk

What You Will Achieve:

Comprehensive understanding of retirement and healthcare plan administration roles and responsibilities
Advanced strategies to minimize liabilities and enhance plan efficiency
Insights into adapting to regulatory changes and improving plan operations

Join our professional community dedicated to excellence in retirement and healthcare plan management. Together, let’s enhance our capabilities, ensure compliance, and secure a robust financial future for all plan participants.

Transform your approach to retirement and healthcare plan management by signing up today and taking your professional development to the next level!

CPE: ERISA Summit 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

SHRM PDCs: ERISA Summit is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

Derrick - CFO

Los Angeles, CA

“The discussions at the ERISA Summit were eye-opening, particularly regarding plan fees and the complexities of revenue sharing. The panels provided us with critical insights into structuring our fees more transparently and aligning them with our fiduciary responsibilities. I now have a clearer roadmap for negotiating better terms with service providers and ensuring that our fee arrangements serve our participants’ best interests.”

Kimberly - Director of HR

Dallas, TX

The sessions on plan administration, especially around payroll integration and automation, were exactly what I needed. Learning about the latest technological advancements and how they can streamline our processes was invaluable. The summit equipped me with the knowledge to enhance our systems for more efficient plan administration and error reduction, directly benefiting our plan participants through improved accuracy and service delivery.

ERISA Summit