About this Event
ERISA Summit 2026 Series: Elevating Retirement and Healthcare Plan Management
Secure Essential Credentials: Earn 2 SHRM-CP, SHRM-SPC, and CPE Credits
Join the leading edge of retirement and healthcare plan management. Our focused programs provide critical updates, compliance strategies, and expert insights tailored for plan sponsors, HR professionals, CPAs, CFOs, and Third-Party Administrators (TPAs). Whether you’re deepening your existing knowledge or pursuing continuous professional development, our offerings are designed to keep you at the forefront of industry developments.
Why Choose Us?
Expert Insights: Learn from top industry professionals who bring the latest, most effective strategies and insights to your fingertips.
Interactive Learning: Engage in presentations that cover key topics including legislative updates, compliance requirements, and fiduciary duties.
Professional Networking: Connect with industry peers and leaders, exchange ideas, and cultivate a network of professional support.
Exclusive Resources: Gain access to an extensive collection of materials that support ongoing learning and effective plan management.
Who Will Benefit?
Plan Sponsors
HR Professionals
CPAs and CFOs
Third-Party Administrators (TPAs)
Core Topics Include:
Election impact on the market and ERISA
Navigating Department of Labor compliance
Understanding recent ERISA regulatory updates and their impact
Implementing effective fee benchmarking and investment strategies
Keeping abreast of trends in retirement and healthcare plan recordkeeping
Managing fiduciary responsibilities and risk
What You Will Achieve:
Comprehensive understanding of retirement and healthcare plan administration roles and responsibilities
Advanced strategies to minimize liabilities and enhance plan efficiency
Insights into adapting to regulatory changes and improving plan operations
Join our professional community dedicated to excellence in retirement and healthcare plan management. Together, let’s enhance our capabilities, ensure compliance, and secure a robust financial future for all plan participants.
Transform your approach to retirement and healthcare plan management by signing up today and taking your professional development to the next level!
ADDITIONAL DETAILS
- 2 Hours CPE/CPA: Finance: 1 Hours & Personnel/Human Resources: 1 Hours
- 2 Hours SHRM Professional Development Credits (PDCs)
- Field of Study: Finance & Personnel/Human Resources
- Prerequisites: Basic knowledge retirement plans
- Who Should Attend: Human Resources, CPA’s, CFO’s, Plan Sponsors, TPA’s and others are welcome
- Advanced Preparation: None
- Program Level: Overview
- Delivery Method: Group Live
- Refunds and Cancellations: Requests for refunds must be received
by January 10, 2026. No refunds will be granted after January 10, 2026. For more information regarding refund, concerns, and/or program
cancellation policies please contact our offices at support @ erisasummit.com
CPE: ERISA Summit is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org
SHRM PDCs: ERISA Summit is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.
Event Venue & Nearby Stays
The Pacific Club, 1451 Queen Emma Street, Honolulu, United States
USD 0.00
