2022 PITTSBURGH
HEALTHCARE & RETIREMENT PLAN SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
Join us in Pittsburgh or Online!
Pittsburgh area 401(k), 403(b), DB and healthcare plan sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2022 Pittsburgh Healthcare & Retirement Plan Summit is a comprehensive in person and online event 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 and Retirement
8 Steps Retirement Survival Guide/Road Map to Recovery
Ask the Experts Panel
Interactive Rotating Round Tables
Can Benefits Help to Counter the Great Resignation?
Looking Below The Surface
More Topics TBA!
Tuesday, August 16th, 2022
11:00 am - 3:00 pm ET
Venue: Montour Heights Country Club, 1491 Coraopolis Heights Rd, Coraopolis, PA 15108
Or Attend Online Via Zoom!
*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Hosts & Guest Speakers:
Mero Capo, Managing Director - Pensionmark
Tony Cannon, Senior Channel Manager, Retirement Plans & Insurance - Capital Group | American Funds
Matthew Rielley, Custom Solutions Sales Director - Empower
Daniel Haber, AIF® QPFC, Regional Director, Retirement Plan Solutions - OneAmerica
Andrew Spahr, Vice President, DCIO Market - Fidelity Institutional
Jay M. Kirschbaum, J.D., LL.M, Benefits Compliance, Director and Sr. Vice President - World Insurance Associates LLC
Glen O’Connor, AIF®, Financial Advisor - Pensionmark
Kevin Buckley, Managing Director - Pensionmark
Michael Andrulis, DCIO, Sr. Internal Investment Specialist - Putnam Investments
More Speakers TBA!
Reasons to Attend
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
CPE/CPA
HRCI/ SPHR/ PHR/GPHR General Credit
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.)
Prerequisites Required: No prerequisites required to attend this event.
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.
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; 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.