Events - Grid

New Trustees Institute - Level I: Core Concepts

Orlando, FL, US

February 10 - 12, 2025

This foundational curriculum will provide you with an understanding of your role, your responsibility as a fiduciary, and an overview of the technical aspects of serving as a trustee on a health, retirement or other ERISA plan. Learn best practices, legal requirements and the current issues that the benefits industry faces.

Strategic Moves: Navigating the Volatile Economy of 2025

February 11, 2025 3:00 PM - 4:30 PM

Menopause in the Workplace: An Emerging Wellness Practice

February 12, 2025 3:00 PM - 4:30 PM

The Compelling Need for Financial Literacy Workshops in the Workplace

February 13, 2025 12:00 PM - 1:15 PM

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Roadmaps for Success: Indigenous Skilled Workers Tell Their Stories

February 20, 2025 3:00 PM - 4:30 PM

Canadian Health and Wellness Innovations Conference

Rio Grande, PR, US

February 24 - 26, 2025

The Canadian Health and Wellness Innovations Conference offers targeted and timely sessions on the most pressing topics impacting plan sponsors and participants.

401(k) Plans

San Diego, CA, US

February 24 - 25, 2025

The backbone of the United States retirement system has become the 401(k) plan; therefore, having a solid understanding of this type of plan is essential. This course will cover a full range of 401(k) plan topics including eligibility, testing, auditing, plan design and more. Gather with peers and experts for two days to discuss hot topics such as how to avoid compliance failures; bolstering cybersecurity; and environmental, social and governance (ESG) policy issues from the DOL and SEC. Dive deep into plan design and fiduciary issues to strengthen plans and help employees reach their retirement goals.

Health Benefit Plan Basics

San Diego, CA, US

February 24 - 25, 2025

Today's competitive world places a high value on attracting and retaining global talent, especially in the current economic environment. Prospective and current employees need to look closely at employee compensation strategies and health benefit plans. This course provides the essential framework, knowledge, competencies and tools to evaluate and enhance existing plan designs. Using case studies and classroom interaction with peers, this two-day course presents a systematic way to evaluate how plans can remain robust and become a leading-edge total benefits program. Join your peers and experts to gain insight related to the latest legislative, regulatory and marketplace challenges that accompany health and welfare plan design and administration.

Organizational Strategies for Health and Financial Wellness

San Diego, CA, US

February 24 - 25, 2025

The complexities of managing and retaining talent at your organization have increased in the past few years. This course is designed to explore the importance of financial literacy and wellness in your organization and discuss effective ways to measure and identify what works and what doesn't in attracting and retaining your organization's employees. Discover new ways to handle situations such as succession planning and communication strategies in this two-day course with your peers and experts in the field. Ensure your organization is on the right track for success, and network with others to gain new insights while gaining take-home action items to improve your organization's strategies for health and financial wellness.

Basics of Employee Benefits Administration

San Diego, CA, US

February 24 - 25, 2025

Certificate in Global Benefits Management

San Diego, CA, US

February 24 - 28, 2025

Gain the comprehensive knowledge needed to administer and manage a global benefits program. You’ll gain a solid foundation of international benefits and an enhanced understanding of the benefits offered around the world.

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Customer Service Skills Workshop: Creating Polished Professionals

February 25 - 26, 2025

The past few years have created a new working environment for many organizations, altering where and how we perform our work. With so much of our communication occurring over the phone and online, customer service skills have never been more important. Register today and attend this workshop to hone your customer service skills for this new world we live in. Learn about vocal qualities, call framework and strategies that polished professionals use every day to deliver exceptional customer service.

Basic Compensation Concepts

San Diego, CA, US

February 26 - 27, 2025

The last few years have seen various challenges for compensation planning and management. The economic factors we face today make it increasingly difficult to meet the core objectives of attracting and retaining talent. This course is designed to help you find best practices that work as you learn lessons from real-life case studies that you can apply to your compensation program. Join your peers and experts for two days of learning and networking, and walk away with action plans for your organization!

Communicating Employee Benefits

San Diego, CA, US

February 26 - 27, 2025

A common challenge in employee benefits is effectively communicating the benefits in place for participants. With more channels than ever for relaying information, clear communication requires knowledge and skills in strategies and measurements. This course will explore best practices and new strategies in communicating benefits to plan participants and measuring the plan for success. Take a deep dive into communication budgets, new technology, measuring results and more! Gather with your peers and experts in the field for two days of learning these strategies, what has worked for others and how to implement these ideas into your own plans. Gain confidence that your plan communication is on the right track, and find new ways to improve through networking and learning from experts when you attend this course!

Health Care Cost Management

San Diego, CA, US

February 26 - 27, 2025

Rising health care costs, new technology, new drugs and changes in participants' health status have led to coverage challenges never faced before. This makes it even more critical to understand industry challenges and how to address them within plan documents. This two-day course explores the entire landscape of health care cost trends and cost-containment strategies, with special emphasis on today's emerging complexities. Gather with your peers and experts in the field to take a deep dive into the subjects and issues that affect health care plan costs and the evolving environment of health care management, plan design and coverage. Take the opportunity to network with and learn from others and exchange real-time ideas to implement in your organization.

Investment Basics

San Diego, CA, US

February 26 - 27, 2025

The environment of investing is rapidly changing. Having a solid understanding of investing is essential for avoiding costly mistakes and long-term issues. This course serves as an opportunity to efficiently build the simple investment framework required to help better understand and follow best practices and suitable investment structures. The content of this course will be beneficial for various backgrounds and levels of experience to revisit the basic investment framework with the goal of creating a better investment experience for participants and those they interact with. Gather with your peers and experts for two days of investment learning and networking to learn what is working and how others find success, giving you takeaways to implement at your own organization.

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Strategic Planning: Driving Organizational Success With Purpose and Precision

February 26, 2025 11:00 AM - 2:00 PM

Unlock the power of strategic planning to elevate your organization's impact and achieve long-term success. This workshop is designed to equip trustees, HR professionals, and organizational leaders with the skills and knowledge needed to effectively implement strategic planning within their organizations.

Ensuring Compliance and Mitigating Risks in Retirement Plan Management

February 26, 2025 1:00 PM - 2:15 PM

Retirement Plan Basics

San Diego, CA, US

February 28 - March 1, 2025

The rules around administering retirement plans are in constant fluctuation. With regular changes in regulatory guidance, it's extremely important to have a solid handle on the basics. Understanding fiduciary duties and responsibilities regarding retirement plans put those who administer retirement plans in the best positions to minimize risks and maximize plan value for participants. This course explores the entire landscape of defined benefit and defined contribution retirement plans, with a special emphasis on today's emerging challenges. Join your peers and industry experts to network and learn from each other while gaining insights to take back to your organization and apply to your plans

Funding and Finance of Health Benefits

San Diego, CA, US

February 28 - March 1, 2025