ERISA Summit - Idaho Falls

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

    Sept. 10th, 2024

  • Locations

    Smitty's

  • 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

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.”

ERISA Summit 2024 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 September 1, 2024. No refunds will be granted after September, 2024.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: Tuesday, September 10th, 2024

Time: 8am to 10am

Location: Smitty’s – 645 W Broadway St, Idaho Falls, ID 83402

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

Register Below: please enter a promo code and then click “apply” to waive the registration fee. Finally, click “checkout” and complete the information on the following page