Employee Benefit Plan Symposium

Join us for this complimentary, in-person annual employee benefit plan symposium. The morning will include the opportunity to network with those involved in the retirement industry, followed by a panel discussion moderated by CLA — allowing plenty of time for Q&A.

Topics we’ll cover: 

• Managed accounts in focus — Key considerations for plan sponsors evaluating managed account solutions and participant outcomes
• SECURE Act updates — What plan sponsors need to do this year to stay compliant and prepared
• Private equity and PEPs — Understanding PE firms’ growing appetite for pooled employer plans and how M&A activity is impacting retirement plan audits
• Cybersecurity and retirement plans — Emerging threats, fiduciary expectations, and leading practices to protect participant data and plan assets

Who should attend

This session is designed for HR/payroll directors, business owners, CFOs/controllers, plan sponsors, investment advisors, and third-party administrators.

Schedule

9 – 9:30 a.m. — Registration and breakfast
9:30 – 11 a.m. — Panel discussion and Q&A
11 – 11:30 a.m. — Networking

Location

CLA
One Grand Central Place
60 East 42nd Street, Suite 5100
New York, NY 10165

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.