2023 BOSTON
HEALTHCARE & RETIREMENT PLAN SUMMIT
PART OF THE 2023 RETIREMENT PLAN ROAD SHOW
Join us in Boston!
Join us for the 2023 Boston Healthcare & Retirement Plan Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.
You can expect an education focused, workshop style conference intended for Finance, Healthcare, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare & retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.
Discussion Topics:
Convergence of Healthcare & Retirement
What Every Fiduciary Needs to Know for 2023
Total Rewards Industry Trends
How To Engage Your Employees With Financial Wellness Programs
Plan Governance and SECURE 2.0
The Future of Work & Modern Workforce Solutions
More Topics TBA!
Wednesday, September 20th, 2023
12:00 pm - 3:00 pm
Venue: Conference Center at Waltham Woods - 860 Winter St, Waltham, MA 02451
Luncheon included | Health & Safety Measures
*$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
Jay Kirshbaum, Benefits Compliance - Director and Sr. Vice President - World Insurance Associates, LLC
David Stone, CPA, MBA, CFE, Senior Manager - BerryDunn Assurance
Jack Levis, Vice President, Retirement Director - Fidelity Investments
Scott Merrow, Senior Account Executive - Paylocity
Jessame Hannus, Placement Specialist - Management Liability, Cyber, E&O - World Insurance Associates LLC
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
Make the Most of Your Event
Review Your Plan Now
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
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.