Join us for the 2025 Boston Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2025 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2025 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

NASBA Members use code, "NASBA25" to waive the $250 registration fee.

Wednesday, May 21st, 2025

12:00 pm - 3:00 pm

Venue: Conference Center at Waltham Woods- 860 Winter St, Waltham, MA 02451

Discussion Topics

• What Every Fiduciary Needs to Know for 2025

• Convergence of Healthcare & Retirement

• Advisor Benchmarking + RFI & RFP Best Practices

• Risk Exposures & Solutions for Fiduciaries

• Engaging Your Employees With Financial Wellness Programs

• Employee Benefits Market Outlook

 

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders