Each month our Employee Benefits team covers trending, top-of-mind topics relevant to the world of benefits. These subject matter experts leverage their extensive experience, data and research, and then simplify and summarize these topics to educate and to help leaders drive their business forward.
Monthly Webinar Schedule
2026 NOVA Healthcare & Retirement Plan Summit
11:30 AM - 3:00 PM
Join us in Northern Virginia!
Join us for the 2026 NOVA 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.
Venue: Capital One Hall | 7750 Capital One Tower Rd, Tysons, VA 22102
Discussion Topics
- Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation?
- What Every Fiduciary Needs to Know for 2026
- The Retirement Plan Vendor RFI/RFP Process
- Engaging Your Employees with Financial Wellness Programs
- Plan Sponsor Local & National Case Studies and Success Stories
By attending this webinar, you will receive 3 hours (General) recertification credit hours through SHRM, HRCI, and NASBA.
Managing Director
World Investment Advisors
CPA - Director
SC&H
Partner/Team Leader, Employee Benefits & Executive Compensation
Nixon Peabody
2026 Baltimore Healthcare & Retirement Plan Summit
12:00 PM - 3:00 PM
Join us in Baltimore!
Join us for the 2026 Baltimore 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 & Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2026 - from effective retirement plan management to total rewards strategies, advisor benchmarking + more.
Venue: Center Club | 100 Light Street, Baltimore, MD 21202
Discussion Topics
- Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation?
- What Every Fiduciary Needs to Know for 2026
- The Retirement Plan Vendor RFI/RFP Process
- Engaging Your Employees with Financial Wellness Programs
- Plan Sponsor Local & National Case Studies and Success Stories
By attending this webinar, you will receive 3 hours (General) recertification credit hours through SHRM, HRCI, and NASBA.
Managing Director
World Investment Advisors
CPA - Director
SC&H
Partner/Team Leader, Employee Benefits & Executive Compensation
Nixon Peabody
2026 Los Angeles Healthcare & Retirement Plan Summit
11:30 PM - 3:00 PM
Join us in LA!
Join us for the 2026 Los Angeles 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 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!
Venue: Luxe Sunset Boulevard Hotel | 11461 Sunset Blvd, Los Angeles, CA 90049
Discussion Topics
- Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation?
- What Every Fiduciary Needs to Know for 2026
- The Retirement Plan Vendor RFI/RFP Process
- Engaging Your Employees with Financial Wellness Programs
- Plan Sponsor Local & National Case Studies and Success Stories
By attending this webinar, you will receive 3 hours (General) recertification credit hours through SHRM, HRCI, and CPE/CPA.
Regional Growth Leader
World Investment Advisors
SVP, Retirement Plan Consultant
World Investment Advisors
ERISA Attorney
Former DOL Investigator
2026 Orange County Healthcare & Retirement Plan Summit
11:30 PM - 3:00 PM
Join us in OC!
Join us for the 2026 Orange County 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.
Venue: Capital Group Campus | 6455 Irvine Center Dr. Irvine, CA 92618
Discussion Topics
- Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation?
- What Every Fiduciary Needs to Know for 2026
- The Retirement Plan Vendor RFI/RFP Process
- Engaging Your Employees with Financial Wellness Programs
- Plan Sponsor Local & National Case Studies and Success Stories
By attending this webinar, you will receive 3 hours (General) recertification credit hours through SHRM, HRCI, and NASBA CPE.
Regional Growth Leader
World Investment Advisors
SVP, Retirement Plan Consultant
World Investment Advisors
ERISA Attorney
Former DOL Investigator
2026 Colorado Healthcare & Retirement Plan Summit
10:00 AM - 2:30 PM
Join us in Denver!
Join us for the 2026 Colorado 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 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!
Venue: Empower | 8515 East Orchard Road, Greenwood Village, CO 80111
Discussion Topics
- Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation?
- What Every Fiduciary Needs to Know for 2026
- The Retirement Plan Vendor RFI/RFP Process
- Engaging Your Employees with Financial Wellness Programs
- Plan Sponsor Local & National Case Studies and Success Stories
By attending this webinar, you will receive 3 hours (General) recertification credit hours through SHRM, HRCI, and CPE/CPA.
Managing Director
World Investment Advisors
ERISA Attorney
Former DOL Investigator
2026 Arizona Healthcare & Retirement Plan Summit
8:30 AM - 12:00 PM
Join us in Arizona!
Join us for the 2026 Arizona 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.
Venue: Gainey Ranch Golf Club | 7600 E Gainey Club Dr, Scottsdale, AZ 85258
Discussion Topics
- 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
- Plan Sponsor Local & National Case Studies and Success Stories
By attending this webinar, you will receive 3 hours (General) recertification credit hours through SHRM, HRCI, and CPE/CPA.
Regional Growth Leader
World Investment Advisors
Unit Leader
Stern Insurance Group, A Division of World
2026 San Antonio Fiduciary Summit
12:00 PM - 3:00 PM
Join us in San Antonio!
Join us for the 2026 San Antonio Fiduciary 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 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 - register now for yourself + a colleague!
Venue: TBA!
Discussion Topics
- What Every Fiduciary Needs to Know for 2026
- The Retirement Plan Vendor RFI/RFP Process
- Engaging Your Employees with Financial Wellness Programs
- Plan Sponsor Local & National Case Studies and Success Stories
By attending this webinar, you will receive 3 hours (General) recertification credit hours through SHRM, HRCI, and NASBA.
Managing Director, Regional Growth Leader
World Investment Advisors
Vice President, Director of Operations
World Investment Advisors
Director, Retirement Plan Consultant
World Investment Advisors
2026 Chicago Healthcare & Retirement Plan Summit
11:30 AM - 3:00 PM
Join us in Chicago!
Join us for the 2026 Chicago 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.
Venue: TBA!
Discussion Topics
- Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation?
- 2026 Employee Benefits Market Trends & Outlook
- What Every Fiduciary Needs to Know for 2026
- The Retirement Plan Vendor RFI/RFP Process
- Engaging Your Employees with Financial Wellness Programs
- Plan Sponsor Local & National Case Studies and Success Stories
By attending this webinar, you will receive 3 hours (General) recertification credit hours through SHRM, HRCI, and NASBA.
Managing Director
World Investment Advisors
Unit Leader, Employee Benefits Expert
World Insurance Associates
Partner/Team Leader, Employee Benefits & Executive Compensation
Nixon Peabody
Counsel
Nixon Peabody
2026 Central Texas Fiduciary Summit
12:00 PM - 3:00 PM
Join us in Central Texas!
Join us for the 2026 Central Texas Fiduciary 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 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 - register now for yourself + a colleague!
Venue: TBA!
Discussion Topics
- What Every Fiduciary Needs to Know for 2026
- The Retirement Plan Vendor RFI/RFP Process
- Engaging Your Employees with Financial Wellness Programs
- Plan Sponsor Local & National Case Studies and Success Stories
By attending this webinar, you will receive 3 hours (General) recertification credit hours through SHRM, HRCI, and NASBA.
Managing Director, Regional Growth Leader
World Investment Advisors
Vice President, Director of Operations
World Investment Advisors
Director, Retirement Plan Consultant
World Investment Advisors
2026 Atlanta Healthcare & Retirement Plan Summit
11:30 AM - 3:00 PM
Join us in Atlanta!
Join us for the 2026 Atlanta 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.
Venue: Invesco | 1331 Spring St NW STE 2500, Atlanta, GA 30309
Discussion Topics
- Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation?
- What Every Fiduciary Needs to Know for 2026
- The Retirement Plan Vendor RFI/RFP Process
- Engaging Your Employees with Financial Wellness Programs
- Plan Sponsor Local & National Case Studies and Success Stories
By attending this webinar, you will receive 3 hours (General) recertification credit hours through SHRM, HRCI, and NASBA.
Managing Director
World Investment Advisors
Managing Director
World Investment Advisors
Director of Investment and Client Services
World Investment Advisors
2026 Seattle Healthcare & Retirement Plan Summit
11:30 AM - 3:00 PM
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.
Venue: Washington Athletic Club | 1325 6th Ave, Seattle, WA 98101
Discussion Topics
- 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
- Plan Sponsor Local & National Case Studies and Success Stories
By attending this webinar, you will receive 3 hours (General) recertification credit hours through SHRM, HRCI, and CPE/CPA.
Regional Growth Leader
World Investment Advisors
Division Service Leader
World Insurance Associates
Unit Leader, Employee Benefits
World Insurance Associates
Employee Benefits Consultant
World Insurance Associates