NFP presents the 2017 Philadelphia Healthcare & Retirement Plan Summit. This educational workshop will provide engaging information on key industry trends, best practices and successful business strategies for Finance and Human Resource Executives, Business Owners, and Plan Fiduciaries.

Pyramid Club

1735 Market St, Philadelphia, PA 19103

Wednesday, April 26, 2017 11:00am – 3:30pm
(Luncheon Included)Hosted Wine & Cocktail Hour 3:30pm – 4:30pm
Register Here


Hosted by:

Local Guest Speakers:

Special Guest Speaker:

  • Scott O’Neil, CEO of Philadelphia 76ers, New Jersey Devils & Prudential Center

Topics of Discussion:

  • Balancing Legal Compliance with Business Operations – ACA & Healthcare
  • Regulatory Reforms – DOL & IRS Enforcement Updates
  • Alternative Funding & Innovative Pricing
  • Executive Benefits, Emerging Trends in the Marketplace
  • Determining Retirement Plan Fees & Maximizing Vendor Negotiations
  • Fiduciary Responsibilities Associated with Selecting & Monitoring Target Date Funds
  • Organizational Effectiveness, Building a World Class Culture
  • Financial Wellness
  • More Topics TBA!

Who Should Attend?

  • Finance, Human Resource and Benefit executives
  • Business Owners and Fiduciaries
  • Plan Sponsors with 401(k), 403(b), NQDC, 457 or DB Pension Plans

Continuing Education Credits:

  • 3 Hours of CPE/CPA Credit
  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit
  • 3 Hours of SHRM Professional Development Credits (PDCs)
  • CEBS Eligible

The intended audience for each summit is exclusively for healthcare and retirement plan sponsors. Priority will be given to NFP clients and invited guests. This is an invitation only event. (Complete the form below to get started.)

This Is An Invitation Only Event. Seating Is Very Limited. Please Reserve Your Seat ASAP.


Register for this event by completing the form below or by calling (619) 758-3346

CPE: Xponential Growth Solutions 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; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.