Who Should Attend?

•Human Resources, Benefits, Finance, Owners, and Fiduciaries
•Plan Sponsors with 401(k), 403(b) or Defined Benefit Plans

What is a Workshop like?

Workshops are two to four hours and  feature around twenty to thirty guests. All guests in attendance will receive instructions about parking and location the day prior. After arrival, everyone will sign-in, get their name tag, and enjoy a fabulous breakfast or lunch. Networking and questions are encouraged. After the workshop, there will be tools and resources available for all attendees. Our system of Learn > Connect > Implement has helped thousands of plan sponsors make a big impact!

What is the Cost to Attend?

Free for select plan sponsors after successful completion of the registration form. Seating may be limited!

The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors. This fee waiver is available on a limited basis. Approved guests will be provided: entrance, food, and access to materials.

Who are the Speakers?

Our speakers are subject matter experts on everything retirement and occasionally on other topics such as leadership, healthcare, and more! Speakers will be consultants, fiduciary advisors, attorney's, CPA auditors, portfolio managers, industry specialists, and even plan sponsors.

Continuing Education Credits Available?

Typically a Plan Sponsor Workshop will be certified to offer HRCI, SHRM-PDC, and CPA/CPE credits. Other CE credits may occasionally be available. Guests must sign in and stay for the entire Workshop in order receive your credits. These will be delivered electronically 24-72 hours after attendance.