Idaho

Idaho 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
Sept. 12th, 2024

Locations
Boise Centre

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!”

ERISA Summit 2024 Series: Elevating Retirement and Healthcare Plan Management

Secure Essential Credentials: Earn 3 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

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: 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, 1 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.

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.”

Hosted by:

Event Details

Date: Thursday, September 12th, 2024

Time: 12pm to 4pm

Location: Boise Centre – 850 W Front St, Boise, 83702

CE Credits: 3 SHRM–CP, SHRM-SPC, 3.0 CPE Credits – Finance: 1.5 Hours & Personnel/Human Resources: 1.5 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

Summit Schedule

Registration Opens

11:45am

Lunch and Networking

12:00pm

ICCU Presents: Politics, Policy & The Markets…

12:30pm

Join Tim Holland, CFA, Chief Investment Officer – OCIO, Orion Advisor Solutions, for a timely presentation on the markets and the economy, and how the upcoming election might impact both in 2025. Beyond digging into US politics and economic policy, Tim will speak to the great gains US stocks have made in 2024, and whether markets can finish the year on the front foot; the most likely path forward for the Fed and the Fed Funds Rate and how a still unsettled geo-political construct might impact corporate and consumer sentiment and spending as we move into year-end. Beyond his prepared remarks, Tim will be happy to respond to audience comments and answer audience questions.

Freedom Fiduciaries Presents: Retirement Plan Hot Topics

1:00pm

Join Freedom Fiduciaries as they explore the most pressing issues in the retirement plan sector. This informative session will feature a comprehensive review of best practices and a panel of distinguished experts from leading institutions like Fidelity, Empower, Morningstar, and Franklin Templeton. Our aim is to provide you with fresh perspectives and practical advice. By the end of the session, you’ll be equipped with actionable insights that you can immediately apply to enhance your retirement plan strategies.

Department of Labor Update

2:00pm

Join us for an exclusive opportunity as representatives from the Department of Labor share vital updates and insights on managing ERISA retirement and healthcare plans. This session offers a unique platform for attendees to engage directly with key personnel, ask questions, and gain unprecedented insights into the intricacies of plan management. Whether you’re seeking clarity on current regulations or looking for expert guidance, this event will equip you with the knowledge you need to navigate the complexities of ERISA compliance effectively.

Blue Cross of Idaho Presents: Healthcare Update and Election Impact

2:30pm

Miranda Creviston Motter, JD – Senior Vice President, State Affairs & Policy, AHIP

In April 2020, Miranda joined AHIP as Senior Vice President of State Affairs and Policy. AHIP is the national association whose members provide health care coverage, services, and solutions to hundreds of millions of Americans every day. In her role, Miranda is responsible for AHIP’s state policy and advocacy agenda, as well as AHIP’s political engagement strategy with state officials, regulatory agencies, and key policymakers.

Prior to joining AHIP, Miranda served as the President and CEO of the Ohio Association of Health Plans (OAHP). She served in that role for more than 8 years and under Miranda’s leadership, OAHP became a recognized influential opinion leader, strategic thinker, and problem solver with policymakers and health care stakeholders.

Prior to her work at OAHP, Miranda practiced law for over 10 years at Bricker & Eckler LLP in Columbus, Ohio where she represented insurance companies and trade association clients on various legal, regulatory, and legislative matters before the Ohio General Assembly and the executive branch of State government.

Miranda served on former Governor George Voinovich’s personal staff and worked as a legal research assist from 1996-1998. In the summer of 1995, Miranda interned for then U.S. Senator Mike DeWine in Washington, D.C.

Miranda holds a Bachelor of Art in Political Science and History, Cum Laude, from Anderson University and a Juris Doctor, Magna Cum Laude from Capital University Law School.

Bradford Campbell: ERISA Update from DC

3:00pm

Bradford Campbell is a nationally recognized figure in employer-sponsored retirement plans who leverages his prior experience as the U.S. Assistant Secretary of Labor for Employee Benefits to advise clients across a broad range of issues related to the Employee Retirement Income Security Act (ERISA). As ERISA’s former “top cop” and primary regulator, Brad has detailed and wide-ranging knowledge of the structure and operation of ERISA plans, insight that he applies to client engagements.