Managing Director - World Investment Advisors
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
Course Objectives
- 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
Who Can Benefit
- Finance, Human Resource and Benefit executives
- Plan Sponsors with 401k, 403b, 457 or DB Pension plans
- Business Owners and Fiduciaries
Certified CE Credit
- 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
, Apr 29, 2026
10:00am - 2:30pm
Lunch Included
Venue:
Empower
Location:
8515 East Orchard Road, Greenwood Village, CO 80111
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.