Orange County Healthcare & Retirement Plan Summit 2022 | Xponential Growth Solutions | 28 July 2022 | Nolet Spirits USA, 30 Journey, Aliso Viejo, CA 92656, USA
Venue
Nolet Spirits USA
Nolet Spirits USA, 30 Journey, Aliso Viejo, CA 92656, USA
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| Event Date | Thu Jul 28 EDT (over 2 years ago) |
| Location |
Nolet Spirits USA
30 Journey, Aliso Viejo, CA 92656, USA |
| Region | Americas |
Details
This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and 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 retirement plan summit!
Discussion Topics:
• Convergence of Healthcare & Retirement
• What Every Fiduciary Needs to Know for 2022
• Top Plan Sponsor Trends
• Interactive Plan Design & Matching Optimization (Visualizer Suite)
• Voice of the American Worker Survey: Key Findings (2022 Harris Poll)
• Look Below the Surface
• Healthcare Cost Reduction Strategies
• Inflation, Interest Rates, and Impact on Your Retirement Plan
• 2022 Plan Sponsor Attitudes
• + More Topics TBA!
Why you should attend:
• 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
Who can benefit:
• Finance, Human Resource and Benefit executives
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans
• Business Owners and Fiduciaries
Speakers
2022 Speakers
Shannon Main
Principal, Pensionmark
Jonathan Martinez
Retirement Plan Consultant, Pensionmark Financial Group
Mike Foy
DC Investment Specialist, Putnam Retail Management
Tina White
Vice president, Senior Retirement Strategist, Franklin Templeton
Jonathan Young
PPC, QPFC, Senior National Accounts Manager, Capital Group | American Funds
John Melbon
Executive Vice President, Employee Benefits Division Leader - SCM
Kenneth M. Sommer
Managing Director, Head of Portfolio Management, New York Life Investments
Benjamin Leger, CFA
Senior Vice President, Fidelity Institutional
Sponsors & Partners
2022 Sponsors
• Capital Group| American Funds
• PGIM
• Franklin Templeton
• Putnam Investment
• Empower
• Fidelity Investment