WealthTech
New Jersey Healthcare & Retirement Plan Summit
The 2026 New Jersey Healthcare & Retirement Plan Summit is an education-focused workshop for finance, human resource, and healthcare benefit executives, business owners, and fiduciaries. It covers topics like employee benefits, fiduciary responsibilities, and financial wellness programs to enhance plan management and employee outcomes.
The essentials
Event details
- Dates
- 27 October 2026
- Location
- BlackRock, 1 University Square Dr, Princeton, NJ 08540, Princeton, United States
- Organiser
- X Growth Solutions, LLC
- Industry
- WealthTech
Agenda themes
Topics covered
- Discussion Topics
- Employee Benefits
- Market Outlook
- The Retirement Plan Vendor RFI/RFP Process
- Engaging Your Employees with Financial Wellness Programs
- Empowering Women Investors
- Course Objectives
- Measure, evaluate and benchmark your current plan
- Network with peers and industry leaders
On stage
Speakers
- Robert ScherzerAIF® Managing Director, World Investment Advisors
- Christopher FlowersClient Advisor, Employee Benefits, World Insurance Associates
- Connor ScherzerConsultant, World Investment Advisors
- Stefanie GonzalezDirector, Business Consulting, BlackRock
- Jennifer TotinPopulation Health Management Consultant, World Insurance Associates
- Molly McDonoughVice President DCIO Sales, Fidelity Investments
- Jamie LagarceVice President, Retirement Director, Fidelity Investments
Stay on it
Get the next edition
When New Jersey Healthcare & Retirement Plan Summit announces its next edition, or these dates change, we read it from the organiser's own site. One email when that happens, nothing else.
Plan this event
Work out who to meet here
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