LEAN In NYC: March Session
Wed, Mar 05
|909 3rd Ave, New York, NY 10022, USA
Learn & Mingle With Your Benefits Community Featuring speakers from leaders at Forma Health & USI covering lifestyle accounts, ERISA compliance, and retirement plan updates.
Time & Location
Mar 05, 2025, 12:30 PM – 5:00 PM
909 3rd Ave, New York, NY 10022, USA
Guests
About the event
Reserve your spot for LEAN IN NYC - a must-attend event for chapter members & friends looking to connect and learn in our benefits community. Earn 3 hours of continued education credits, and network with leading industry professionals over appetizers & drinks!
Our exciting panel of speakers cover three education sessions:
Jeff Torbeck, Brock Mrini, and Jane Suttmeier, with Forma - leaders in administration and compliance in the flexible spending account space. At Lean In, the session will focus on the key points Plan Administrators need to know when administering Lifestyle Flexible Spending Accounts.
Yesenia Perez, USI's Northeast Compliance Counsel & Caitlin Hittner, Vice President, Employee Benefits, for a deep-dive in legislative and regulatory developments impacting health and welfare programs in 2025.
Paul Denu, FCA, EA, MAAA, USI's President, NY & Mid-Atlantic expert in Defined Benefit & Defined Contribution plan administration, risk mitigation, and plan design. This session will focus…