Event Overview

Join us for the 2026 Colorado Healthcare & Retirement Plan Summit, an education-focused workshop that is part of the nationally recognized Retirement Plan Road Show. This series has helped thousands of plan sponsors positively impact millions of retirement plan participants across the country.

This event brings together Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries to hear from local experts on the most important trends and strategies shaping 2026.

From the convergence of healthcare and retirement planning to total rewards strategies, risk exposure, and advisor benchmarking—this summit delivers actionable insights you can apply immediately.

Space is limited to select qualified plan sponsors. Register now to reserve your seat for yourself and a colleague.

Featured Speakers

• Kristen Deevy – Managing Director, World Investment Advisors
• Beth Allen – ERISA Attorney & Former DOL Investigator
• Kyle Ellrich, CPA – Shareholder, Brock CPAs

Discussion Topics

• Employee Benefit Plan Fee Litigation: The Next Wave of ERISA Litigation
• What Every Fiduciary Needs to Know for 2026
• The Retirement Plan Vendor RFI/RFP Process
• Engaging Employees with Financial Wellness Programs
• Plan Sponsor Local & National Case Studies

Continuing Education Credits

Earn up to 3 hours of CE credit, including:

• CPE (CPA)
• HRCI (SPHR/PHR/GPHR)
• SHRM

Registration