Virtual Event
Virtual Event

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Event Date Tue Nov 9 EST (in 15 days)
Region Americas

Cleveland Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend a virtual summit hosted by leading local experts! The 2021 Cleveland Virtual Healthcare & Retirement Plan Summit is a comprehensive remote summit presented as part of the 2021 Retirement Plan Road Show.

This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss 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 virtual retirement plan summit!

Reasons to attend:
• Gain Confidence About Fiduciary Responsibilities
• Measure, evaluate and benchmark your current plan
• Maintain ERISA compliance
• Discover new ideas and insider tools
• Get clarity and direction on best practices
• Improve Employee outcomes
• Access Executive Benefits classes and Plan Sponsor training
• Network with Peers and Industry Leaders

Discussion Topic:
• What Every Fiduciary Needs to Know
• Retirement Industry Trends
• The New WOW Employee Benefit: Student Loans
• Plan Sponsor Attitudes
• Financial Wellness
• Convergence of Healthcare & Retirement
• More Topics TBA!

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:
• 2 Hours of CPE/CPA Credit
• 2 Hours of HRCI/SPHR/PHR/GPHR General Credit
• 2 Hours of SHRM Professional Development Credits (PDCs)
• CEBS Eligible


2021 Speakers


David Krasnow
President and Chief Executive Officer, Pension Advisors

Beth Krasnow
President, Thrive Flexible Matching

Andrew Spahr
Vice President, Defined Contribution Investment Only - Fidelity Institutional

Charles Mullen
Chairman - Apple Growth Partners

Brian Hirsch
Managing Director, NFP Corporate Benefits

Krista Steedly
CPA, Manager, Apple Growth Partners

Sponsors & Partners

2021 Sponsors

• HR Certification Institutes
• SHRM recertification Provider2021
• XPonential Growth Solutions
• Pension Advisors
• Thrive
• Apple Growth Partners