2026 NEW YORK
HEALTHCARE & RETIREMENT PLAN SUMMIT
Join us in NY!
Join us for the 2026 New York Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2026 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants.
Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2026 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!
Thursday, June 11th, 2026
11:30am - 3:00pm
Venue: Franklin Templeton - One Madison Ave (11th Floor), New York, NY 10010
Hosts & Guest Speakers
Managing Director - World Investment Advisors
Consultant - World Investment Advisors
Sergio Sardera, Vice President, Client Services - World Investment Advisors
Head of Employee Benefits - World Insurance Associates
Director of Underwriting and Analytics, World Insurance Associates
Susan Niver, Shareholder - Vedder
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What Every Fiduciary Needs to Know for 2026
2026 Employee Benefits Market Outlook
The Retirement Plan Vendor RFI/RFP Process
Engaging Your Employees with Financial Wellness Programs
Plan Sponsor Local & National Case Studies and Success Stories
Protecting Identity in the Modern Enterprise
Guide to Retirement
The Fiduciary Playbook: Jeopardy Edition
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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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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
Christopher Bruderer, Chief Technology Officer - LISS Technologies
Michael Conrath, Managing Director, Chief Retirement Strategist - J.P. Morgan Asset Management.
+ More Speakers TBA!
Previous Summit Highlights & Reviews
September 2024
“5 stars! Great Information and future contacts for services. The areas of most value were the sessions on Employer Benefits & Wellness, Financial literacy & auditing. I am interested in the complimentary resources mentioned with The Retirement Plan Review, Healthcare/H&W Plan Review, SMARTMap® Financial Wellness Introduction, Professional Liability Assessment.”
“5 Stars! I really enjoyed the Healthcare Illustration and opportunity to analyze our current Healthcare/Medical spend. Let’s target next month for our follow up appointment?”
“5 Stars across the board! The areas of most value were the presentations on Risk/Commercial Insurance and the Retirement Plan Benefits.”
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.
Rescheduled Events and Cancellations: Registrants will be notified prior to rescheduled or cancelled events.
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: 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.