Retirement Plan Trends, Tips and Updates
CE Credits: 2 SHRM–CP, SHRM-SPC, 2.0 CPE Credits – Finance: 1 Hours & Personnel/Human Resources: 1 Hours
We are delighted to invite you to the ERISA Summit® Series in Bakersfield! This event is tailored specifically for retirement plan sponsors, CPAs, and TPAs, providing an opportunity to come together for a meal and workshop focused on all aspects of retirement plans.
We have assembled a lineup of specialists from the retirement plan industry who will share valuable ideas, insights, and actionable items to enhance retirement plans.
Registration for the event includes the following benefits:
- Access to engaging keynote presentations by industry leaders.
- Interactive workshops covering a wide range of retirement plan topics.
- Networking opportunities with professionals in similar roles.
- Complimentary meal and refreshments during the event.
- Exclusive resource materials and takeaways to support your plan.
Join us at the ERISA Summit® to gain invaluable knowledge and connections to drive the success of your retirement plan.
WHO SHOULD ATTEND?
- Plan Sponsors
- Human Resources
- CPAs
- CFOs
- TPAs
EVENT TOPICS
- Department of Labor Auditor Update with Q/A
- ERISA Regulatory Update
- Fee Benchmarking and Investment Analysis
- Retirement Recordkeeping Trends and Update
- 3(16), 3(21) and 3(38) Fiduciary Update
EVENT OVERVIEW
MEALS – Lunch
WELCOME AND OPENING REMARKS – Welcome everyone and discuss the agenda
FIDUCIARY HOT TOPICS – During our fiduciary review, we will delve deep into the various responsibilities of a plan sponsor and explore efficient ways to accomplish them. This includes sorting through a variety of best practices and industry insights related to investments, fiduciary roles, plan administration, plan sponsor trends, fee benchmarking, and fiduciary duties.
EVENT TAKEAWAYS
- Understand the roles and responsibilities of a retirement plan
- Identify areas of liability and ways to address each of them
- Recognize how regulatory changes impact your retirement plan
- Tangible methods to improve plan operations and administration
- How to conduct a plan fee and investment benchmarking
ADDITIONAL DETAILS
- 2 Hours CPE/CPA: Finance: 1 Hours & Personnel/Human Resources: 1 Hours
- 2 Hours SHRM Professional Development Credits (PDCs)
- Field of Study: Finance & Personnel/Human Resources
- Prerequisites: Basic knowledge retirement plans
- Who Should Attend: Human Resources, CPA’s, CFO’s, Plan Sponsors, TPA’s and others are welcome
- Advanced Preparation: None
- Program Level: Overview
- Delivery Method: Group Live
- Refunds and Cancellations: Requests for refunds must be received
by May 4, 2025. No refunds will be granted after May 4, 2025.For more information regarding refund, concerns, and/or program
cancellation policies please contact our offices at support @ erisasummit.com
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.
