ERISA Summit® - Honolulu

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.

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Host or Publisher 401(k) Fiduciary Summit