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2027 Employee Benefits Summit

  • Miami, FL, 33132 United States (map)

2027 EMPLOYEE BENEFITS SUMMIT

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Educational Event For Employee Benefits Leaders

Join industry leaders, plan sponsors, advisors, and benefits professionals for a full day of insight, innovation, and networking focused on the future of employee benefits. Through keynote presentations, expert panel discussions, real-world case studies, and Shark Tank-style presentations, attendees will explore emerging trends shaping 2027 and beyond, including employee well-being, renewal readiness, ERISA litigation developments, and successful benefits strategies from organizations across the country. The event also provides valuable opportunities to connect with peers, clients, and sponsors during dedicated networking sessions, meals, and an exclusive VIP cocktail hour.

Thursday, May 13th, 2027

8:00 am - 4:30 pm | Includes Networking Lunch + VIP Cocktail Hour

VENUE NAME / LOCATION

Survey Launch

  • 8:00 AM – 9:00 AM
    Registration, Networking & Breakfast
    Breakfast Sponsored by TBD

    9:00 AM – 12:00 PM
    Keynote Presentations, Client Panels & Sponsor Sessions

    12:00 PM – 1:00 PM
    Networking Lunch
    Lunch Sponsored by TBD

    1:00 PM – 3:30 PM
    Keynote Presentations, Expert Panels & Shark Tank-Style Presentations

    3:30 PM – 4:30 PM
    VIP Cocktail Hour
    Sponsored by TBD

    • 2027 Employee Benefits Trends Survey & Market Outlook

    • What Well Being Means in 2027: The Expanding Dimensions

    • Renewal Readiness

    • Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation

    • Plan Sponsor Local & National Case Studies and Success Stories

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

    • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

    • Business Owners and Fiduciaries

    • NASBA CPE: 3 Hours CPE for CPAs

      ‣ Finance: 1.5 Hours

      ‣ Personnel/Human Resources: 1.5 Hours

    • HRCI: 3 Hours HRCI / SPHR / PHR / GPHR HR (General) Credits

    • SHRM: 3 Hours SHRM Professional Development Credits (PDCs)

    • CEBS Eligible

Hosts & Guest Speakers

John Cicchelli, Head of Employee Benefits - World Insurance Associates

Georgette Kores, Director, Population Health Management - World Insurance Associates

Kevin Schopf, Director of Underwriting and Analytics, World Insurance Associates

Janet Martinez, Director, Client Services, Employee Benefits - World Insurance Associates LLC

Brian M. Correia, MPA, Employee Benefits Advisor - World Insurance Associates LLC

+ More Speakers TBA!

Survey Launch

Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

RCH/CE Credit Approval

NASBA CPE for CPAs: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org .

HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit

SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.