ERISA Summit — Boise

Wednesday, August 5, 20268:00 AM – 11:30 AMBoise Centre, Boise, ID

Sponsors & Partners

About This Event

Join industry leaders and fiduciary experts at the ERISA Summit for an engaging event focused on the latest strategies, regulatory updates, and best practices impacting retirement and healthcare plans. Gain practical insights to help reduce fiduciary risk, improve participant outcomes, and navigate today’s evolving benefits landscape with confidence.

Credits

3 CPE Credits

3 SHRM PDCs

Core Topics

ERISA and Department of Labor

Retirement Plans

Healthcare Plans

Pooled Employer Plans

Employee Engagement

Financial Wellness

Self-funding

Pharmacy Reform

Agenda

8:00 AM

Registration & Networking Breakfast

ERISA Summit introduction and welcome.

8:30 AM

ICCU Presents: Politics, Policy & The Markets

Tim Holland, CFA discusses 2026 markets and economic trends.

9:15AM

Freedom Fiduciaries Presents: Retirement Plan Hot Topics

Shane Hanson explores strategies, trends, and best practices shaping the future of retirement plans.

9:45AM

Break

10:00 AM

Retirement Plan Panel Discussion

Franklin Templeton, Empower and Pacific Life discuss trending topics.

10:45AM

Blue Cross of Idaho Presents: Navigating Pharmacy Reform, Policy Trends and Employer Impact

Blue Cross of Idaho shares insights into recent federal and state pharmacy reform developments and what they mean for employer-sponsored health plans in Idaho.

11:30AM

Closing & Networking

Event conclusion, CE credit information, and networking.

Venue & Location

Boise Centre, 850 W Front St, Boise, ID 83702, Boise, ID

What Attendees Say

"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

"The CPE credits were a bonus, but the real value was the networking and the depth of the fiduciary topics covered. I'll definitely be back."

James T.

CFO, Retail Store

"Finally an event that speaks directly to plan sponsors. Clear, actionable, and not a sales pitch. Highly recommend."

Linda K.

Benefits Manager, Healthcare Organization

Additional Details

3 Hours CPE/CPA: Finance: 1.5 Hours & Personnel/Human Resources: 1.5 Hours 3 Hours SHRM Professional Development Credits (PDCs) Field of Study: Finance & Personnel/Human Resources Prerequisites: Basic knowledge retirement plans Who Should Attend: Plan Sponsors, including Human Resources professionals, CEOs, CFOs, and other individuals responsible for overseeing employee benefit plans. Please Note: Financial Advisors and Insurance Brokers are not eligible to attend. Advanced Preparation: None Program Level: Overview Delivery Method: Group Live Refunds and Cancellations: Requests for refunds must be received by July 31, 2026. No refunds will be granted after July 31, 2026. 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.

Reserve Your Spot

Premium Admission

$49 per attendee

✦ Fee waived for qualified attendees using a code provided by your event host — enter it below.

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Get in Touch

Contact Us

Have questions about an upcoming event, sponsorship opportunities, or partnership inquiries? We'd love to hear from you.

support@erisasummit.com