ERISA Summit® - Hawaii

Experience Fiduciary Freedom®

The ERISA Summit® was founded in 2018 and has since hosted thousands of plan sponsors and industry professionals across the country. The event was established to provide a platform focused on retirement plan industry updates and offering straightforward solutions to complex issues. Whether you’re a seasoned industry veteran or new to your role, our aim is to ensure that you walk away with valuable insights that are easy to implement.
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  • 2,500+ Guests

    Since 2018

  • Dates

    January 12th, 2026

  • Locations

    Pacific Club

  • National Speakers

    Timely and Relevant

Vicki - HR Director

Honolulu, HI

“I really enjoyed the ERISA Summit. It felt more like spending a morning with peers who actually get the challenges we deal with. I walked away with a few practical ideas I can put to work right away to tighten up our benefit plan oversight and even cut some costs. It’s not often you leave an event with things you can immediately use, but this one delivered.”

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.”

ABOUT THE ERISA Summit

ERISA Summit 2026 Series: Elevating Retirement and Healthcare Plan Management

Secure Essential Credentials: Earn 2 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:

Election impact on the market and ERISA

Navigating Department of Labor 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!

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 January 10, 2026. No refunds will be granted after January 10, 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.

Event Details

Date: Monday, January 12th, 2026

Time: 8:00am to 10:00am

Location: Pacific Club – 1451 Queen Emma Street, Honolulu, Hawaii 96813

CE Credits: 2 SHRM–CP, SHRM-SPC, 2.0 CPE Credits – Finance: 1 Hours & Personnel/Human Resources: 1 Hours

Register Below: click “checkout” to enter your information, click “register” and complete the information on the following page to complete registration.