Event Detail
- Date
- Location
- Recommended CPE
- Fees
Register for our full-day conference dedicated to elevating benefit plan management with a focus on serving others.
Professionals in the field will share industry best practices, innovative approaches, and effective techniques aimed at enhancing the value and impact of your employee benefit plan offerings.
This conference offers a comprehensive opportunity to learn, network, and exchange ideas with peers.
Learning Objectives
- Define current economic conditions and identify key trends impacting the Employee Benefits business environment.
- Describe the types, features, and benefits of in plan retirement income solutions.
- Identify regulatory requirements, common audit challenges and describe post-audit actions.
- Recognize the key drivers of high cost medical and pharmacy trends, identify their financial impact on health plans and organizations.
- Recall how to build foundational financial literacy skills.
- Identify practical AI driven opportunities, recall potential benefits and challenges, and discuss how emerging technologies can enhance plan efficiency and participant experience.
- Recognize the behaviors, tactics, and warning signs of financial predators targeting retirement plans, plan sponsors, and participants.
- Classify common fiduciary missteps, identify emerging legal trends, and discuss lessons learned to strengthen governance practices and reduce organizational risk.
Location
Cherry Hills Country Club
4125 South University Boulevard
Cherry Hills Village, CO 80113
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