Plan Sponsor Group Membership (PSGM)
A Plan Sponsor Group Membership is available only for organizations whose professionals hold a position of a plan sponsor.
A member is considered a Plan Sponsor when their company offers a benefits plan to their employees and is not associated with the sale of any kind of products or services pertaining to the pension, benefits and investment industry.
This membership class allows for more employees from a plan sponsor organization to access CPBI activities at a reduced cost. This is a flexible and cost effective solution for plan sponsors. Please note the staff on the list may only be changed when the membership is renewed.
- For group memberships, your organization names the colleagues who will have access to the membership.
- These named colleagues may register for the same activity at the member rate, as per table below.
- This group membership allows for more employees from a plan sponsor organization to access CPBI professional development and networking activities
at a reduced cost.
- This is a flexible and cost effective solution for plan sponsors.
- Please note the named colleagues may only be changed when the membership is renewed (between October 1st and December 31st) of each year
- The membership follows the calendar year and is not pro-rated.
Choose the level of Plan Sponsor Group Membership that most fits your team size:
| Tier 1 | Tier 2 | Tier 3 |
Number of colleagues in the
Membership Group | Up to 10 | Up to 20 | Unlimited |
Number of member-priced
registrations for one given activity
| 10 | 20 | Unlimited |
Free Registrations to monthly
CPBI National Webinars Series | 10 | 20
| Unlimited
|
Registrations to members'
networking and social events at
member pricing | 10
| 20
| Unlimited
|
Free in-person National Conference
(FORUM) registrations
| 2 | 4 | 6 |
Free virtual National Conference
(FORUM) registrations
(if offered online in 2O23) | 10 | 20
| Unlimited
|
| Value if purchased individually | $7,300 | $13,750 | $16K to $35k |
Your Annual Investment (plus applicable taxes) | $1,575 | $3,150 | $6,300 |
Conditions:
- All members must hold a plan sponsor position within the organization interested in a group membership.
- The “employer” name must be the same for all members registering under a Plan Sponsor Group Membership.
- Members of Board of Trustees are considered plan sponsors.
HOW TO SET-UP YOUR GROUP MEMBERSHIP
Click here to create a group membership!
You can also call us at 514-288-1222 ext. 223 or email us at [email protected] to set up your group membership!
HOW TO LOGIN TO YOUR GROUP MEMBERSHIP
Click here to login to your Group Membership!
If you forgot your password or your PSGM User, click here!
RENEW YOUR PLAN SPONSOR GROUP MEMBERSHIP BEFORE OCTOBER 31ST!
With all our programming held virtually and more accessible than ever, we are very excited to offer you a 20% discount on your CPBI PSGM Upgrade to a higher Tier to allow more of your members to access quality education. Email us to upgrade your Tier!
CLICK HERE TO LOG IN AND RENEW YOUR CPBI PSGM!
Having trouble making changes to your group membership? Read our CPBI Membership FAQ!
If you have any questions, please do not hesitate to contact us:
Telephone: 514-288-1222 ext. 223
Email us: [email protected]