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.

6 weeks until it opens.

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

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