2024 ORANGE COUNTY
HEALTHCARE & RETIREMENT PLAN SUMMIT
Join us in OC!
Join us for the 2024 Orange County Healthcare & Retirement Plan 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 and healthcare 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.
Wednesday, March 20th, 2024
11:00am - 3:00pm | Irvine Marriott
18000 Von Karman Ave, Irvine, CA 92612
*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Hosts & Guest Speakers
Shannon Main, Principal –Pensionmark, A World Company
Joe Ordonez, SVP, Retirement Plan Consultant –Pensionmark, A World Company
Jonathan Martinez, SVP, Retirement Plan Consultant –Pensionmark, A World Company
Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC
Frank P. Costa, CIC, CRM, Chief Growth Officer - World Insurance Associates, LLC
Maria Arriola, CPA, Partner, LSL CPAs and Advisors
Katrina Veldkamp, Senior Counsel, Employee Benefits & ERISA - Boutwell Fay LLP
Josh Simerman, Head of Carrier Relations and Placement - World Insurance Associates, LLC
+ More Speakers TBA!
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What Every Fiduciary Needs to Know for 2024
Convergence of Healthcare & Retirement
Preserving & Enhancing the Value of Your Total Rewards Strategy
Advisor Benchmarking + RFI & RFP Best Practices
Risk Exposures & Solutions for Fiduciaries
Maximizing Capital Efficiency in Your Health Plan
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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
*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Previous Summit Highlights & Reviews
“5 Stars! The current industry updates for retirement plans & employee benefits were most valuable. I’m interested in a follow up on Healthcare/H&W cost reduction strategies and a more formal Employee Benefits plan review.”
“5 Stars! I’m interested in the complimentary Healthcare/H&W Plan Review along with the Healthcare cost with the reduction strategies.”
“5 Stars! The Health Plan and compliance law updates were most valuable. I’m interested in the Retirement Plan Review and Healthcare/H&W/Employee Benefits Plan Review along with the SMARTMap Financial Wellness introduction. I am a member of the PIHRA (professionals in Human Resources) I think they would love to hear some of this as part of member education. This was a wonderful presentation and well executed. I would love to stay in touch!”
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.