2024 ATLANTA
RETIREMENT PLAN & RISK SUMMIT
Join us at Truist Park, Home of the World Champion Atlanta Braves!
Join us for the 2024 Atlanta Retirement Plan & Risk Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement plan participants.
Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!
Wednesday, July 17th, 2024
Presentations: 11:30am - 3:30pm | VIP Atlanta Braves Stadium Tour: 3:30pm - 4:30pm
Truist Park, Minolta Conference Center - 755 Battery Avenue SE, Atlanta, GA 30339
*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Hosts & Guest Speakers
Managing Director, Pensionmark, A World Company
Managing Director - Pensionmark, A World Company
Managing Director – Pensionmark, A World Company
Chief Growth Officer - World Insurance Associates LLC
AIF®, CPFAᵀᴹ, Director of Investments and Client Services, A World Company
CPA, Senior Manager - Smith + Howard Advisory LLC
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What Every Fiduciary Needs to Know for 2024
Advisor Benchmarking + RFI & RFP Best Practices
Risk Exposures & Solutions for Fiduciaries
How To Engage Your Employees With Financial Wellness Programs
Legislative & Compliance Update & Timelines
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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
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Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
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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
Assurance Senior, Employee Benefit Plan Practice - Smith + Howard Advisory LLC
Employee Benefits & ERISA Compliance, Tatum Hillman & Powell, LLP
Brad Sherry, Senior Account Executive - World Insurance Associates LLC
+ More Speakers TBA!
2024 Attendee Exclusive: Atlanta Braves Stadium Tour
As the longest continuously operating franchise in Major League Baseball, the Atlanta Braves have plenty of history to share with their fans. With artifacts and exhibits distributed throughout the ballpark, it is a definite must for any Braves or baseball fan. Attendees of the 2024 Atlanta Retirement Plan & Risk Summit are invited to join us after presentations for an exclusive tour of the stadium, including highlights of:
Xfinity Rooftop
Press Box
Hank Aaron Terrace
Xfinity Club
Monument Garden
Delta SKY360° Club
Truist Club
Dugout
Coors Light Below the Chop
Terrapin Taproom
Hope & Will’s Sandlot
This VIP experience is included with summit attendance for qualified plan sponsors. Join us for an exciting day of education, networking, and an exclusive look inside one of baseball’s most-beloved teams!
Tour stops subject to availability. The Braves Clubhouse is not included as a tour stop. The route is about 4,000 steps - guests are advised to consider mobility needs and wear comfortable shoes.
*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
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.
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/CPA: 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.