2025 HOUSTON
RETIREMENT PLAN & RISK SUMMIT
Join us at Invesco in Houston!
Join us for the 2025 Houston Retirement Plan & Risk Summit! This education-focused workshop event is part of the 2025 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement plan participants.
Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2025 - from retirement total rewards strategies to risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!
Wednesday, November 12th, 2025
12:00 PM - 3:00 PM
Invesco, 11 Greenway Plaza, Suite 1000, Houston, TX 77046
*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Hosts & Guest Speakers
Managing Director, World Investment Advisors
+ More Speakers TBA!
AIF®, CPFA, CEO/President, WD Pensionmark
Executive VP/Chief Operating Officer, WD Pensionmark
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What Every Fiduciary Needs to Know for 2025 & 2026
Economic Update & Market Outlook
Advisor Benchmarking + RFI & RFP Best Practices
Engaging Your Employees with Financial Wellness Programs
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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
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Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
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3 Hours CPE/CPA
‣ Finance: 1.5 Hours
‣ Personnel/Human Resources: 1.5 Hours
3 Hours HRCI / SPHR / PHR / GPHR General Credit
3 Hours SHRM Professional Development Credits (PDCs)
CEBS Eligible
*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Previous Summit Highlights & Reviews
“5 stars! All topics were valuable. We are a current client of World Investment Advisors, and it was great to confirm we are covering our bases on the retirement plan front.”
“5 Stars! The areas of most value were the sessions on Fiduciary Training and the Insurance/Risk info. I would like to learn more about The Retirement Plan Fees Benchmark and SMARTMap® Financial Wellness Introduction. I would also request a follow-up appointment with Eric Hagebusch & Dean Salyer and your Retirement Plan Experts in Q1-2025.”
“5 stars! Thank you for having me at this summit! Everything was very informative, I am looking forward to taking what I learned back to my organization. The areas of most value were the sessions on Fiduciary Responsibility & Risk. I would also request a follow-up appointment with Eric Hagebusch & Dean Salyer and your Retirement Plan Experts in December.”
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.
CE Credit Approval
CPE/CPA: 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: www.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.