Virtual Event
Virtual Event

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Event Date Tue Oct 6 EDT (over 1 year ago)
Region All

New York 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a virtual fiduciary summit hosted by leading local experts! The 2020 New York Virtual Healthcare & Retirement Plan Summit is a comprehensive remote summit presented as part of the 2020 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!


2020 Speakers


Bob Scherzer
Managing Director – Pensionmark

Sergio Sardera
VP Senior Consultant – Pensionmark

Anthony Martillotti
Senior Vice President, Employee Benefits - USI Insurance Services

Stephen C. Grieco
Senior Vice President, Regional Sales Leader - USI Insurance Services

Bradford Campbell
Partner - Faegre Drinker Biddle & Reath LLP

Melissa Ostrower
Principal, Employee Benefits – Jackson Lewis P.C.

Diane Wasser
Partner, Employee Benefit Plan Audits – EisnerAmper

Sponsors & Partners

2020 Sponsors

•National Registry of CPE Sponsors
•Xponential Growth Solutions
•International Human Resource Certification Institute - IHRCI
•Best Buddies International, Inc.
•USI Holding
•Pensionmark Retirement Group