New York Virtual Healthcare & Retirement Plan Summit 2021 | X Growth Solutions | 4 March 2021 | Virtual
Venue
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| Event Date | Thu Mar 4 EST (almost 4 years ago) |
| Location | Virtual |
| Region | Americas |
Details
The 2021 New York 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.
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
• Support Learning & Leadership Development Programs Through Our Partnership with Best Buddies
Discussion Topics:
• Retirement & Healthcare Industry Coverage
• Economic Update
• Executive & Non-Qualified Benefits
• Understanding the Transition Risk Zone
• Latest of HSAs
• Financial Wellness
• What Every Fiduciary Needs to Know
• Local & National Professional Panel
• Health, Wealth & the Future of Retirement
Who can benefit?
• Finance, Human Resource and Benefit executives
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans
• Business Owners and Fiduciaries
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Speakers
2021 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
Denise Finney
Partner, Employee Benefit Plan Audits, EisnerAmper
Yesenia M. Perez
Vice President of Employee Benefits Compliance, Northeast Region, USI Insurance Services
Liam Grubb
Vice President, Senior Retirement Plan Strategist, Franklin Templeton
Shawn Besser
Vice President, NQ Practice Regional Consultant, Prudential Retirement
Glenn Dial
Senior Retirement Strategist, American Century Investments
Sponsors & Partners
2021 Sponsors
• CPE Sponsors
• SHRM
• HRCI.org
• XPonential Growth Solutions
• RPRS