For Simple Impact Retirement Plans · 2026 WBENC National Conference - Salt Lake City

Simple Impact Retirement Plans: Scale Client Education from WBENC Without Adding Staff

As a WBENC attendee, you know capacity is key to expanding your 401(k) and SIMPLE-IRA programs.

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75,000+

Events Delivered

ISO 27001

Certified Security

400+

Events for Microsoft Commercial Licensing

We've been studying Simple Impact Retirement Plans

Built around Simple Impact Retirement Plans's reality

At the 2026 WBENC National Conference, we understand the unique challenges faced by boutique advisory firms like Simple Impact Retirement Plans. With Shannon "Shãn" Sutherland leading the charge, your focus on 401(k)s, SIMPLE-IRAs, and SEP-IRAs for small to mid-sized businesses demands scalable, professional client education.

Your micro-business model, with its heavy reliance on a single advisor, means every minute counts. Simple Impact Retirement Plans's commitment to corporate services, including executive benefits and customized employee education, requires an event solution that multiplies your capacity without adding to your team or budget constraints.

Tailored to Simple Impact Retirement Plans's key stakeholders

Wealth Advisor / CEO

Shannon "Shãn" Sutherland

Multiply Client Education Capacity, Retain Focus

The challenge

As CEO & Founder, Shannon Sutherland manages Simple Impact Retirement Plans' entire advisory practice, delivering customized participant education for 401(k)s, SIMPLE-IRAs, and SEP-IRAs. This single-advisor model creates capacity constraints, limiting the professional education sessions for a growing client base.

How we help

EventBuilder's **Production & Live Event** services act as white-label event infrastructure, handling branded registration, professional production, and compliance reporting. This multiplies delivery capacity without adding staff.

Proof: We delivered 400+ events reaching 180,000 registrants for Microsoft Commercial Licensing while their team focused on content.

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Plan Sponsor Decision-Maker

Professional Participant Education That Reflects Your Brand

The challenge

Simple Impact Retirement Plans' clients need professional participant education for 401(k)s, SIMPLE-IRAs, and SEP-IRAs that reflects their company brand and meets ERISA fiduciary documentation. Generic webinars often fall short on compliance and brand standards.

How we help

EventBuilder's **Registration & Compliance** offering delivers Teams-native sessions with custom branding, attendance tracking, and automated compliance documentation, satisfying ERISA requirements for plan sponsors.

Proof: Our ISO 27001/27701 certification and Microsoft SSPA Green status meet financial services compliance requirements out of the box.

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Corporate HR Teams

Seamless Employee Education Within Your Microsoft 365 Ecosystem

The challenge

HR teams at Simple Impact Retirement Plans' client companies require employee education sessions that integrate with their Microsoft 365 environment. They need clean attendance data for compliance, without managing additional platforms or security reviews.

How we help

EventBuilder extends Microsoft Teams with advanced registration workflows and automated reporting, staying inside the IT-approved environment while delivering enterprise-grade functionality for HR teams.

Proof: Our Microsoft Preferred Supplier status and Teams-native delivery eliminate security reviews and platform adoption barriers for corporate clients.

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EventBuilder: Trusted by Regulated Industries

We deliver high-stakes events for organizations like Microsoft, ensuring security, data control, and flawless execution.

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I truly cannot say it enough, you and the team at EventBuilder have been just absolutely incredible to work with.

— Nicole Porter, Global Programs Engagement Leader, Microsoft

“

EventBuilder was one of the organizations that was more forward thinking than the other options we were considering. Not only did they integrate with Microsoft products, as we are a Microsoft shop, but the platform allowed for a very streamlined process to create and manage events.

— Alice Liang, CEO, SolarTech

Your Event Partner

We provide human-led event services, engineered for your complex needs.

Secure & Compliant

EventBuilder is ISO 27001/27701 certified and SSPA Green, ensuring your client education programs meet strict financial services regulations.

Teams-Native Delivery

Extend Microsoft Teams for enterprise-grade events, offering custom branding and advanced registration without new software adoption for participants.

Actionable Reporting

Capture clean attendance and engagement data with KPI-based reports, essential for ERISA compliance and demonstrating program ROI.

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