2022 BOSTON
HEALTHCARE & RETIREMENT PLAN SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
Join us in Boston!
Boston area 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2022 Boston Healthcare & Retirement Plan Summit is a comprehensive in-person and remote summit presented as part of the 2022 Retirement Plan Road Show.
This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!
Discussion Topics:
Convergence of Healthcare & Retirement
What Every Fiduciary Needs to Know for 2022
Top Plan Sponsor Trends
Decoding the Generations
PEP Best Practices
Interactive Plan Design & Matching Optimization
Voice of the American Worker Survey: Key Findings (2022 Harris Poll)
Employer Trends With Student Loan Forgiveness
+ More Topics TBA!
Thursday, November 3rd, 2022
11:00 am - 3:00 pm
Venue: Conference Center at Waltham Woods, 860 Winter St, Waltham, MA 02451
Hosted Virtually Via Zoom!
*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Hosts & Guest Speakers:
Richard Wedge, Managing Director - Pensionmark
Veronica Taylor, C(k)P, CPFA, Senior Relationship Manager - Pensionmark
Sue Walton - Senior Retirement Strategist - Capital Group | American Funds
John Russo, Regional Vice President -Empower Retirement
Bob Edgar, AIF®, Regional Vice President - Securian Financial Group
Devin Russell, DC Investment Specialist - Putnam Retail Investments
Diane Rzepecki, DC Strategic Account Manager - Franklin Templeton
Mike Manosh, Senior Vice President - Fidelity Investments
Jay M. Kirschbaum, J.D., LL.M, Benefits Compliance, Director and Sr. Vice President - World Insurance Associates
Seth Williamson, Internal Client Advisor - JP Morgan
Bill Enck, CPA, CPC, APA, Principal - BerryDunn
More Speakers TBA!
Course Objectives
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance & get clarity and direction on best practices
Discover new ideas and insider tools & training to improve employee outcomes
Network with peers and industry leaders
Who Can Benefit
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
Certified CE Credit
3 Hours CPE/CPA
Finance: 1.5 Hours
Personnel/Human Resources: 1.5 Hours
3 Hours HRCI / SPHR / PHR / GPHR General Credit
3 Hours SHRM Professional Development Credits (PDCs)
CEBS Eligible
Retirement Plan Road Show National Sponsors
Make the Most of Your Event
Read our Plan Sponsor Welcome Guide:
Confirming your registration and receiving important event information
What to expect before, during, and after the event
Post-conference tools, resources and contacts
Review Your Plan Now
Complimentary preliminary plan evaluations:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)
Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.
Prerequisites Required: No prerequisites required to attend this event.
Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 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.; 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.