2024 PHILADELPHIA
HEALTHCARE & RETIREMENT PLAN SUMMIT
Join us in Philly!
Join us for the 2024 Philadelphia 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. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!
Wednesday, September 18th, 2024
11:30am - 3:30pm | Optional VIP Cocktail Hour 3:30pm - 4:30pm
Venue: Morgan Lewis - 2222 Market St. 18th Floor Philadelphia, PA 19103 + (Optional) VIP Cocktail Hour on 19th Floor
*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Hosts & Guest Speakers
Managing Director - World Investment Advisors
Associate Attorney - Morgan, Lewis & Bockius, LLP
Consultant - World Investment Advisors
Principal - World Insurance Associates LLC
Chief Growth Officer - World Insurance Associates LLC
Director, Pension Services Group - EisnerAmper
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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
Engaging Your Employees With Financial Wellness Programs
Fiduciary Retirement Plan Hot Topics
Employee Benefits Market Outlook
How to Prepare For A Successful Plan Audit
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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
Jared R. Killeen, Associate - Morgan Lewis
+ More Speakers TBA!
Previous Summit Highlights & Reviews
“5 Stars across the board! Thanks! This was well planned and executed. The area of most value was the Benefits Funding session. I am interested in the complimentary resources- Healthcare/H&W Plan Review, SMARTMap® Financial Wellness Introduction. Next month is preferred for my follow up appointment.”
“5 Stars! The areas of most value were the sessions on maximizing capital efficiency of health plans & Financial wellness for employees. I would like to request the complimentary resource and Healthcare/Employee Benefits Plan Review appointment next month. Thank You!”
“5 stars! The presenters did an excellent job- especially on the healthcare. The area of most value was the information on funding for health insurance plans. I am interested in the complimentary resource and SMARTMap® Financial Wellness Introduction.”
*$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.Hello, World!
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.