2026 SEATTLE
HEALTHCARE & RETIREMENT PLAN SUMMIT
Join us in Seattle!
Join us for the 2026 Seattle Healthcare & Retirement Plan Summit! This education-focused workshop luncheon 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.
Tuesday, July 28th, 2026
11:30am - 3:00pm | Lunch Included
Venue: Washington Athletic Club
1325 6th Ave, Seattle, WA 98101
Hosts & Guest Speakers
Shannon Main
Regional Growth Leader - World Investment Advisors
Marnie White
Division Service Leader - World Insurance Associates
Monica Cripe
Unit Leader, Employee Benefits - World Insurance Associates
Todd Meakin
Employee Benefits Consultant - World Insurance Associates
Christine Hawkins
Counsel - Davis Wright Tremaine LLP
Lesley Brown Albright
Senior Director, Business Development - Nonstop Administration & Insurance Services
Chris Allen
Client Advisor, Employee Benefits - World Insurance Associates
Rex Wilcox
National Director of Business Development - TrueScripts
Anna Hoobler
Client Advisor, Employee Benefits - World Insurance Associates
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2026 Employee Benefits Market Outlook Survey & Action Plan
What Every Fiduciary Needs to Know for 2026
The Retirement Plan Vendor RFI/RFP Process
Engaging Your Employees with Financial Wellness Programs
ERISA Litigation: 2026 Trends and Takeaways for Retirement Plans
Plan Sponsor Local & National Case Studies and Success Stories
Alternative Funding Methods Panel Discussion
Legislative Update
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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
+ More Speakers TBA!
Previous Summit Highlights & Reviews
“I really enjoy the variety, but the elements of employee benefits were really helpful. I am interested in the complimentary resources mentioned with The SMARTMap financial wellness solution and risk.”
“5 Stars! Thank you so much for the breadth and depth of content. The areas of most value were the sessions on commercial risk management + legislative updates + fiduciary requirements. I am interested in the complimentary resources mentioned with The SMARTMap financial wellness solution, risk assessment, and accessing the Learning Management System (LMS) portal for continued fiduciary training. Best time for a follow-up appointment with Shannon Main & Matt Conroy is next month.”
“5 stars! The areas of most value were the sessions on the legislative update, 2025 Employee Benefits Market Outlook, and the part about the retirement programs. I am interested in the complimentary resources mentioned with The SMARTMap financial wellness solution and accessing the Learning Management System (LMS) portal for continued fiduciary training.”
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.