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2023 Retirement Plan Road Show Preregistration
*
1.
Your contact information:
(Required.)
Name*
Company/Organization*
E-mail*
Phone*
*
2.
Where are you located? (e.g., Austin, TX., or Portland, OR)
(Required.)
3.
Would you like to attend an event
In person
Online
Either/Both
4.
My primary responsibilities for my company are (check all that apply):
Retirement
Healthcare
Compensation/ Executive Benefits
5.
I need the following continuing education credits:
HRCI / PHR / SPHR
CPE / CPA
CEBS
SHRM-PDC
*
6.
Are there any specific topics you would like to learn more about? (choose all that apply)
(Required.)
Retirement Plan Fees
Benchmarking & RFPs
Fiduciary Responsibilities
Economic & Legislative Update
Plan Design & Participant Behavior
Selecting & Monitoring Investments
Financial Wellness
Executive Benefits / Non-Qualified Suitability
Healthcare
Student Loan Repayment Programs
Other (please specify)
7.
Are you searching or planning to issue an RFP for any of the following services in the next 12 months?
(Check all that apply)
Advisor or Consultant
Employee Benefit Plan Auditor
ERISA Attorney
Health and Welfare Benefits
Recordkeeper
Third Party Administrator
Executive Benefits
HRIS / HR Technology
Financial Wellness Programs
Student Loan Repayment Programs
8.
How did you hear about the Retirement Plan Road Show?
Former Attendee/Registrant
E-mail/Mailer
Social Media (LinkedIn, Twitter, Facebook, etc.)
Word-of-Mouth
Other (please specify)
9.
If you have any additional comments, questions, or feedback, you may enter it below (optional):