Upcoming industry events and webcasts

Join us at the following events, where you'll get the latest insights from thought leaders and industry experts while connecting with other industry professionals.

National Labor & Management Conference

February 13 – 18

Fort Lauderdale, FL

Join us along with national leaders, leading experts and your peers for frank conversations tackling today’s biggest threats, challenges and surprising opportunities. Topics include:

 

Topics Include:

  • Pension Fund Infrastructure Investment
  • Interviews with Key Thought Leaders
  • Cost Saving Strategies for Health Plans
  • Using Technology/Social Media to Benefit Your Members

 

Employee Healthcare Conference

April 8 - 9

New York, NY

For over two decades, the Employee Health Care Conference has grown into the premier event for employers and vendors dedicated to redefining their health and benefits strategy.  Year after year, this event delivers "world-class" employer case studies that will inspire, educate, and empower you to transform your employee health care programs.

 

NAPA 401(k) Summit

April 28 - 30

Las Vegas, NV

We hope to see you at this event tailored specifically for advisors, offering actionable, unbiased insights that truly resonate. From cutting-edge updates on Capital Hill to practical strategies that can help you manage and expand your business.

 

PSCA National Conference

April 30 – May 2

Las Vegas, NV

For over 77 years, this conference has united top retirement plan sponsors to connect, share insights and drive the future of retirement planning. Join us to:

 

  • Forge impactful connections and spark new ideas
  • Master retirement plan strategy and success
  • Elevate your role as a trusted partner for your employees

 

Employee Healthcare Conference

May 1 - 2

San Diego, CA

For over two decades, the Employee Health Care Conference has grown into the premier event for employers and vendors dedicated to redefining their health and benefits strategy.  Year after year, this event delivers "world-class" employer case studies that will inspire, educate, and empower you to transform your employee health care programs.

 

World at Work

May 19 – 21

Orlando, FL

Join us and your peers for a fully immersive experience designed to make a difference: in your career, your organization, and ultimately people’s lives. With fresh formats and curated networking focused on meaningful connection, it’s a powerful, personalized journey that will provide the right solutions, right now—all in a fun, festival-like atmosphere you won’t find anywhere else.

 

As Total Rewards revolutionizes the workplace as the key retention driver, the pressure is on rewards professionals like you to deliver actionable, measurable solutions with real impact on your business. More than ever, the future of work is in your hands.

 

PLANSPONSOR National Conference

June 3 – 6

Chicago, IL

The annual PLANSPONSOR National Conference is a must-attend event for human resource and financial professionals responsible for administering plans to keep up to date with the latest trends, regulatory and legislative updates, and optimal administration and investment practices.

 

During half-day immersive workshops, plan sponsors, advisers, providers, industry group representatives and legal experts will take a deep dive into retirement income and financial wellness for employees. This unique cross section of the retirement plan industry is also represented in the engaging and insightful presentations and panel discussions throughout the conference.

 

Past events

Take a look at the past events we have participated in and may have seen you at.

GEO’s Pan European Regional Event

November 13, 2024

London England

 

P&I Defined Contribution West

October 20 – 22, 2024

Pasadena, CA

 

NASPP

October 14 – 17, 2024

San Francisco, CA

 

GEO’s NorCal Annual Forum

September 18, 2024

San Mateo, CA

 

Annual CEPI and Silicon Valley NASPP Symposium

July 23, 2024

Santa Clara, CA

 

EQUILAR Summit24

June 5 – 7, 2024

Boston, MA

 

NASPP New England Summit

June 5 – 6, 2024

Smithfield, RI

 

PLANSPONSOR National Conference

June 4 – 7, 2024

Chicago, IL

 

WorldatWork® Total Rewards ‘24

May 20 – 22, 2024

Cincinnati, OH

 

PSCA National

May 15 – 17, 2024

Salt Lake City, UT

 

24th Annual Employee Healthcare Conference

April 16 – 17, 2024

New York, NY

 

PLANSPONSOR HSA Conference

April 10 – 11, 2024

Virtual livestream

 

GEO 25th Annual Conference

April 9 – 11, 2024

Nashville, TN

 

NAPA 401(k) Summit

April 7 – 9, 2024

Nashville, TN

 

24th Annual Employee Healthcare Conference

March 19 – 20, 2024

San Diego, CA

 

P&I Defined Contribution East

March 10 – 12, 2024

Orlando, FL

 

DCIIA Innovation Forum

February 28, 2024

Newport Beach, CA

 

Diversity, Equity & Inclusion Awards

February 27, 2024

Newport Beach, CA

 

National Labor & Management Conference

February 15 – 20, 2024

Hollywood, FL

 

 

Join us at an upcoming webcast where you'll get the latest insights from Workplace Benefits leadership and experts.
For more information, email WorkplaceBenefits_Consultant_IndustryRelations@bofa.com

 

Kickstarting 2025: Setting Priorities for Global Equity Tax & Compliance Success

January 23, Noon to 1 p.m. Eastern

Start the new year strong with a comprehensive look at the global tax and compliance updates that matter most for your equity programs. As 2025 begins, setting the right priorities and staying informed about upcoming deadlines and regulatory changes is key to ensuring your programs remain compliant and efficient. In this session, we’ll explore year-end reporting requirements, highlight critical global developments, and provide practical tips for navigating complex tax and compliance landscapes. Don’t miss this opportunity to set your team up for success and confidently manage your global equity plans throughout 2025 and beyond!