2020 San Diego Healthcare & Retirement Plan Summit
Feb
25
11:00 AM11:00

2020 San Diego Healthcare & Retirement Plan Summit

2019_SAN-DIEGO_web_banner.png

2020 SAN DIEGO

HEALTHCARE & RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN AMERICA’S FINEST CITY!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2020 San Diego Healthcare & Retirement Plan Summit. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar is a stop on the 2020 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

TUESDAY, FEBRUARY 25th, 2020

11:00AM - 3:00PM

Luncheon included

Location TBA!

 

HOSTED LOCALLY BY:

To Be Announced!

GUEST SPEAKERS:

To Be Announced!

 

DISCUSSION TOPICS:

  • Convergence of Healthcare & Retirement & HSAs

  • What Every Fiduciary Needs to Know for 2020

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking & RFP Best Practices

  • Health, Wealth and the Future of Retirement

  • Ask the Experts - Local & National Professional Panel

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

event page logos.png

Event Registration

*250 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2020 Orange County Healthcare & Retirement Plan Summit
Mar
3
11:00 AM11:00

2020 Orange County Healthcare & Retirement Plan Summit

2019_ORANGE-COUNTY_web_banner.png

2020 ORANGE COUNTY

HEALTHCARE & RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN ORANGE COUNTY!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2020 Orange County Healthcare & Retirement Plan Summit. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar is a stop on the 2020 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

TUESDAY, MARCH 3rd, 2020

11:00 am - 3:00 pm

Luncheon Included

Location TBD!

 

HOSTED LOCALLY BY:

To Be Announced!

GUEST SPEAKERS:

To Be Announced!

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know for 2020

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking & RFP Best Practices

  • Health, Wealth and the Future of Retirement

  • Ask the Experts - Local & National Professional Panel

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • PIHRA members

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

event page logos.png

Event Pre-Registration

*$250 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2020 Seattle Fiduciary Summit
Mar
10
11:00 AM11:00

2020 Seattle Fiduciary Summit

2020_Seattle-banner.png

2020 SEATTLE FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN THE EMERALD CITY!

Western Washington 401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2020 Seattle Fiduciary Summit! The seminar is a stop on the 2020 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

The education focused, workshop style conference is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Tuesday, March 10th, 2020

Location: TBA

11:00 am - 3:00 pm

Luncheon Included

 

Local Hosts & Guest Speakers

 
David Mann,    Senior Consultant – Highland Capital Advisors (Issaquah, WA)

David Mann,

Senior Consultant – Highland Capital Advisors (Issaquah, WA)

Dave Rowe,    Senior Consultant & Equity Partner – Highland Capital Advisors (Issaquah, WA)

Dave Rowe,

Senior Consultant & Equity Partner – Highland Capital Advisors (Issaquah, WA)

Bill Small,    Co-Founder & Principal – Highland Capital Advisors (Issaquah, WA)

Bill Small,

Co-Founder & Principal – Highland Capital Advisors (Issaquah, WA)

More Speakers TBA!

 

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee Outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

WHO CAN BENEFIT:

  • 401k, 403b, DB Pension, Retirement and Benefits Plan Sponsors

  • Plan Fiduciaries, Committee Members, and Business Owners

  • Professionals Seeking HR and Benefits Administration Training

  • CFO and Finance Professionals

DISCUSSION TOPICS:

  • What You Need to Know As a Fiduciary for 2020

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking and RFP Best Practices

  • Health, Wealth and the Future of Retirement

  • Ask the Experts – Local & National Round Tables

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

event page logos.png

2020 Pre-Registration

*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 450-1559
 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2020 Silicon Valley Fiduciary Summit
Mar
24
11:00 AM11:00

2020 Silicon Valley Fiduciary Summit

2020_Silicon Valley-banner.png

2020 SILICON VALLEY FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN THE BAY AREA!

Bay Area 401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2020 Silicon Valley Fiduciary Summit! The seminar is a stop on the 2020 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

The education focused, workshop style conference is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Tuesday, March 24th, 2020

11:00 am - 3:00 pm

Luncheon Included

Location: TBA!

 

Local Hosts & Guest Speakers:

 
Stig Nybo  , Award Winning Author, Retirement Strategist – Strategic Retirement Partners

Stig Nybo, Award Winning Author, Retirement Strategist – Strategic Retirement Partners

More Speakers TBA!

 

DISCUSSION TOPICS:

  • How to Mitigate Plan Sponsor Liability

  • 3 Forces Impacting Americans’ Retirement Readiness with a Solution to Meet the Challenge

  • Plan Benchmarking and RFP Best Practices

  • How to Identify Revenue Sharing and Evaluate the Reasonableness of Plan Fees

  • Plan Design Trends: Auto-Features, Re-enrollment, QDIAs and Default Investing

  • A Unique Look Into Retirement Plan Best Practices

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

event page logos.png

Pre-Register Now

*$150 fee Waived for select qualified plan sponsors who complete the following form:
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2020 Miami Fiduciary Summit
Apr
7
11:00 AM11:00

2020 Miami Fiduciary Summit

2020_Miami-banner.png

2020 MIAMI FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN MIAMI!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2020 Miami Fiduciary Summit. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar is a stop on the 2020 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

TUESDAY, April 7th, 2020

11:00AM - 3:00PM

Luncheon included

Location TBD!

 

HOSTED LOCALLY BY:

GUEST SPEAKERS:

To be announced!

To be announced!

 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know for 2020

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking & RFP Best Practices

  • Health, Wealth and the Future of Retirement

  • Ask the Experts - Local & National Professional Panel

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • Business Owners and Fiduciaries

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

event page logos.png

Event Registration

*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2020 Dallas Fiduciary Summit
May
13
11:00 AM11:00

2020 Dallas Fiduciary Summit

2020_Dallas-banner.png

2020 DALLAS FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN DALLAS!

Dallas area 401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2020 Dallas Fiduciary Summit! The seminar is a stop on the 2020 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

The education focused, workshop style conference is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Wednesday, May 13th, 2020

11:00 am - 3:00 pm

Luncheon Included

Location: TBA

 

HOSTED LOCALLY BY:

GUEST SPEAKERS:

Kimberly Pruitt  ,  Retirement Plan Consultant – NFP

Kimberly Pruitt,
Retirement Plan Consultant – NFP

 

More To Be Announced!

DISCUSSION TOPICS:

  • Washington Update: The Need-to-knows for Plan Sponsors

  • Holistic Benefit Strategies

  • Financial Wellness: The Secret to Employee Engagement

  • Plan Design & Evaluating Outcomes

  • Employee Benefit Trends Study

  • RFI & RFP Best Practices

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

event page logos.png

Register Now

*$150 feeWaived for select qualified plan sponsors who complete the following form:
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2020 Austin Healthcare and Retirement Plan Summit
May
14
11:00 AM11:00

2020 Austin Healthcare and Retirement Plan Summit

2020_Austin-banner.png

2020 AUSTIN

HEALTHCARE AND RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN AUSTIN!

401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2020 Austin Healthcare & Retirement Plan Summit! The seminar is a stop on the 2020 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

The education focused, workshop style conference is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Healthcare & Retirement Plan Summit seminars a can’t miss event.

Thursday, May 14th, 2020

11:00 am - 3:30 pm

Luncheon Included

Location: The University of Texas at Austin

110 Inner Campus Drive
Austin, TX 78705

 

HOSTED LOCALLY BY:

GUEST SPEAKERS:

 
Allison Kaylor-Flink  , CPFA, Senior Vice President – NFP Retirement

Allison Kaylor-Flink, CPFA, Senior Vice President – NFP Retirement

 

More to be announced!

 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know

  • Evaluating the Reasonableness of Plan Fees

  • Convergence of Healthcare & Retirement

  • Washington Update – Legislative, Retirement & Healthcare

  • How to Maximize Participant Outcomes Through Successful Plan Design

  • Cyber Security - Computer Threats

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Professionals Seeking HR and Benefits Administration training

  • Pension and Healthcare executives

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

event page logos.png

Register Now

*$250 feeWaived for select qualified plan sponsors who complete the following form:
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2020 Long Island Fiduciary Summit
May
19
11:00 AM11:00

2020 Long Island Fiduciary Summit

2020_Long Island-banner.png

2020 LONG ISLAND FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN LONG ISLAND!

401(k), 403(b), and Retirement Plan Sponsors are coming together for the 2020 Long Island Fiduciary Summit! The seminar is a stop on the 2020 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

The education focused, workshop style conference is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

LOCAL HOSTS AND GUEST SPEAKERS:

Tuesday, May 19th, 2020

11:00 am - 3:00 pm

Luncheon Included

Location: TBA!

 
 
Allison Kaylor-Flink  ,  Senior Vice President at NFP

Allison Kaylor-Flink,

Senior Vice President at NFP

Elizabeth Allen  ,  VP Benefits Compliance & Counsel at NFP

Elizabeth Allen,

VP Benefits Compliance & Counsel at NFP

Tony Donofry  ,  Director - Consulting Services at NFP Executive Benefits

Tony Donofry,

Director - Consulting Services at NFP Executive Benefits

 
 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know

  • Top Issues Facing Retirement Plan Sponsors

  • Knowing Your Plan Fees

  • How to Maximize Participant Outcomes Through Successful Plan Design

  • Cyber Threats Facing Fiduciaries Today

  • Financial Wellness

  • Setting a Course for Top Talent with Executive Benefits

  • Convergence of Healthcare & Retirement

  • Washington Update – Legislative, Retirement & Healthcare

  • RFP & RFI Best Practices

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • PIHRA members

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

event page logos.png

Register Now

*$150 feeWaived for select qualified plan sponsors who complete the following form:
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →

2019 New England Fiduciary Summit
Nov
5
8:00 AM08:00

2019 New England Fiduciary Summit

2019_NEWENGLAND_web_banner.png

2019 NEW ENGLAND FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN NEW ENGLAND!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 New England Fiduciary Summit. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar is a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

TUESDAY, NOVEMBER 5th, 2019

8:00AM - 12:00PM

(Breakfast & Fiduciary Seminar)

12:00PM - 12:40PM

(Special Defined Benefit Session)

Bryant University

1150 Douglas Pike,

Smithfield, RI 02917

Campus Map Linked Here

 

HOSTED LOCALLY BY:

William Horn, AIF®, CPFA, CRPS®, PPC®   ,  Managing Principal - Retirement & Benefit Partners

William Horn, AIF®, CPFA, CRPS®, PPC®, Managing Principal - Retirement & Benefit Partners

Mike Devlin   ,  Principal - BCG Pension Risk Consultants

Mike Devlin, Principal - BCG Pension Risk Consultants

 

GUEST SPEAKERS:

Patrick McAssey   ,  CPA, Partner - BlumShapiro

Patrick McAssey, CPA, Partner - BlumShapiro

Michael S. Burke, CEBS,   Vice President - Principal Financial Group

Michael S. Burke, CEBS, Vice President - Principal Financial Group

Chad DiBonaventura,   Managing Director - Baystate Benefit Services

Chad DiBonaventura, Managing Director - Baystate Benefit Services

 
 
Jon Schultze   ,  ERISA, Employee Benefits & Executive Compensation - The Wagner Law Group

Jon Schultze, ERISA, Employee Benefits & Executive Compensation - The Wagner Law Group

Bill McManus,   CIMA®, Director, Strategic Markets - Hartford Funds

Bill McManus, CIMA®, Director, Strategic Markets - Hartford Funds

Rick Gripp  , Senior Vice President - Thrive Flexible Matching

Rick Gripp, Senior Vice President - Thrive Flexible Matching

 
 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know for 2019

  • Expert Speaker Round Tables

  • Retirement Plan Governance & Fiduciary Training

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Tools at Reducing Healthcare Costs

  • Promoting Plan Success

  • Pension Plan De-Risking

  • Cyber Security Update

  • Audit Deficiencies and Plan Best Practices

  • Student Loan Repayment Programs

  • MIT AgeLab - The Evolving Workscape

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • Business Owners and Fiduciaries

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
XGS-horizontal-full_color.png

Event Registration

*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 New York Healthcare and Retirement Plan Summit
Oct
22
10:30 AM10:30

2019 New York Healthcare and Retirement Plan Summit

2019_NEW YORK_web_banner.png

2019 NEW YORK

HEALTHCARE AND RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN THE BIG APPLE!

401(k), 403(b), Healthcare and Retirement Plan Sponsors are gathering for the 2019 New York Healthcare and Retirement Plan Summit. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit is a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

TUESDAY, OCTOBER 22nd, 2019

10:30AM - 3:00PM

Luncheon included

15 West 38th Street, 2nd Floor

New York, NY 10018

 

LOCAL EXPERTS:

Bob Scherzer  ,  Managing Director – Pensionmark

Bob Scherzer,

Managing Director – Pensionmark

Sergio Sardera  ,  VP Senior Consultant – Pensionmark

Sergio Sardera,

VP Senior Consultant – Pensionmark

GUEST SPEAKERS:

Bradford Campbell  ,  Former Head of the DOL Employee Benefits Administration

Bradford Campbell,

Former Head of the DOL Employee Benefits Administration

Jim Lyday   ,   Managing Director – Pensionmark

Jim Lyday,

Managing Director – Pensionmark

Melissa Ostrower  , Principal, Employee Benefits – Jackson Lewis P.C.

Melissa Ostrower, Principal, Employee Benefits – Jackson Lewis P.C.

Diane Wasser   ,  Partner, Employee Benefit Plan Audits – EisnerAmper

Diane Wasser, Partner, Employee Benefit Plan Audits – EisnerAmper

Anthony Martillotti,    Senior Vice President, Employee Benefits - USI Insurance Services

Anthony Martillotti,

Senior Vice President, Employee Benefits - USI Insurance Services

Stephen C. Grieco,    Senior Vice President, Regional Sales Leader - USI Insurance Services

Stephen C. Grieco,

Senior Vice President, Regional Sales Leader - USI Insurance Services

Rick Gripp,    Senior Vice President, Thrive Flexible Matching

Rick Gripp,

Senior Vice President, Thrive Flexible Matching

Dr. Glenn Pransky, MD, M.Occ. Health,   Associate Professor, University of Massachusetts Medical School; Instructor, Harvard School of Public Health

Dr. Glenn Pransky, MD, M.Occ. Health,
Associate Professor, University of Massachusetts Medical School;
Instructor, Harvard School of Public Health

 

DISCUSSION TOPICS:

  • Convergence of Healthcare & Retirement & HSAs

  • The Growing Burden of Illness for American Workers, and Why Voluntary Benefits Aren’t Voluntary Anymore

  • The New WOW Employee Benefit: Student Loans! Using Employer Matching Dollars to Help Pay Student Loan Debt

  • What Every Fiduciary Needs to Know

  • Ask the Experts – Local & National Professional Panel

  • RFP & Plan Design Best Practices

  • Financial Wellness for Plan Sponsors & Employees

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
 
RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Professionals Seeking HR and Benefits Administration training

  • Pension and Healthcare executives

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
XGS-horizontal-full_color.png
rprs_logo_color.png

Event Registration

*$250 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 New Jersey Healthcare and Retirement Plan Summit
Oct
8
9:30 AM09:30

2019 New Jersey Healthcare and Retirement Plan Summit

2019_NEW JERSEY_web_banner.png

2019 NEW JERSEY

HEALTHCARE AND RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN THE GARDEN STATE!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 New Jersey Healthcare and Retirement Plan Summit. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar is a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Plan Sponsor Summit seminars a can’t miss event.

HOSTED LOCALLY BY:

GUEST SPEAKERS:

Jamie Greenleaf,    Lead Advisor, Principal – Cafaro Greenleaf

Jamie Greenleaf,

Lead Advisor, Principal – Cafaro Greenleaf

Brian Clark, AIF, CHSA,    Managing Director - Cafaro Greenleaf

Brian Clark, AIF, CHSA,

Managing Director - Cafaro Greenleaf

Melissa B. Kurtzman,    Shareholder | Co-Chair, Employee Benefits Practice Group - Littler

Melissa B. Kurtzman,

Shareholder | Co-Chair, Employee Benefits Practice Group - Littler

Philip Cohen ,   Employee Benefit Advisor, Managing Partner - Broad Reach Benefits

Philip Cohen,

Employee Benefit Advisor, Managing Partner - Broad Reach Benefits

Judah Musick   ,   Chief Innovation Officer - Red Rocks Credit Union

Judah Musick,

Chief Innovation Officer - Red Rocks Credit Union

Rick Gripp,    Senior Vice President, Thrive Flexible Matching

Rick Gripp,

Senior Vice President, Thrive Flexible Matching

DISCUSSION TOPICS:

  • Convergence of Healthcare & Retirement

  • The New WOW Employee Benefit: Student Loans! Using Employer Matching Dollars to Help Pay Student Loan Debt

  • Finding, Unlocking, and Maximizing Your Benefit Dollars

  • 401(k) & 403(b) Lawsuits - What Every Fiduciary Needs to Know

  • Employee Care, A Strategy to Overcome Financial Scarcity in the Workplace

  • Pharmacy Aggregate & Coalition Pricing and Why You Need it Now

  • Teaching Employees to Consume Healthcare More Efficiently: Increase Adoption in HDHP through HSAs

  • Designing your Employee Education Plan to be more Actionable and Measurable

  • What Committees Can Do: Effective Plan Oversight

  • RFP/RFI Best Practices

  • And more!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Professionals Seeking HR and Benefits Administration training

  • Pension and Healthcare executives

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
RPRS cert logos.png
 
XGS-horizontal-full_color.png
rprs_logo_color.png

Event Registration

*$250 fee Waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Review Your Plan Now

Receive a no obligation complementary review

Make the Most of Your Event

Review our plan sponsor welcome guide

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Orlando Fiduciary Summit
Oct
2
11:00 AM11:00

2019 Orlando Fiduciary Summit

2019_ORLANDO_web_banner.png

2019 ORLANDO FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN ORLANDO!

Orlando-area 401(k), 403(b) and Retirement Plan Sponsors gathered for the 2019 Orlando Fiduciary Summit on Wednesday, October 2nd, 2019. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

GUEST SPEAKERS:

HOSTED LOCALLY BY:

Jamie Hayes   C(k)P, AIF(r), CPFA Senior Vice President - NFP

Jamie Hayes

C(k)P, AIF(r), CPFA Senior Vice President - NFP

John Choate , Former Navy SEAL, Managing Director & Founder - SA-720 Strategies

John Choate, Former Navy SEAL, Managing Director & Founder - SA-720 Strategies

Bennie Lewis, CPA , Audit Partner - Assurance Dimensions

Bennie Lewis, CPA, Audit Partner - Assurance Dimensions

Gary Kleinschmidt , Director, Head of Retirement - Legg Mason

Gary Kleinschmidt, Director, Head of Retirement - Legg Mason

Olivia Hails , APMA, Retirement Director - Janus Henderson

Olivia Hails, APMA, Retirement Director - Janus Henderson

MJ Zayac , Director of Defined Contribution - Alliance Bernstein

MJ Zayac, Director of Defined Contribution - Alliance Bernstein

DISCUSSION TOPICS:

  • Promoting and Evaluating the Success of Your Plan

  • Behavioral Finance and Financial Wellness

  • Ask the Experts - Local Professional Panel

  • Plan Sponsor Panel

  • Four SEAL Principles for Optimal Teamwork

  • Purpose Driven Plan Design

  • RFI & RFP Best Practices & New Technology

  • How to Effectively Review Plan Performance & Fees

  • What Every Fiduciary Needs to Know

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Professionals Seeking HR and Benefits Administration training

  • Pension and Healthcare executives

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
XGS-horizontal-full_color.png
rprs_logo_color.png

Event Registration

*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Pittsburgh Fiduciary Summit
Sep
18
11:00 AM11:00

2019 Pittsburgh Fiduciary Summit

2019_PITTSBURGH_web_banner.png

2019 PITTSBURGH FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN PITTSBURGH!

Over 30 401(k), 403(b), and Retirement Plan Sponsors representing more than 20 companies and $4.5 billion+ in assets gathered for the 2019 Pittsburgh Fiduciary Summit at Heinz Field on Wednesday, September 18th, 2019. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

HOSTED LOCALLY BY:

GUEST SPEAKERS:

Mero Capo,    Managing Director - Pensionmark

Mero Capo,

Managing Director - Pensionmark

Kevin Buckley,    Managing Director - Pensionmark

Kevin Buckley,

Managing Director - Pensionmark

Glen O’Connor,    Financial Advisor - Pensionmark

Glen O’Connor,

Financial Advisor - Pensionmark

Bradford Campbell  ,  Partner - Drinker Biddle & Reath LLP and former head of the Employee Benefits Security Administration

Bradford Campbell,

Partner - Drinker Biddle & Reath LLP and former head of the Employee Benefits Security Administration

Mitch Kalkhof   ,   Managing Director - BKD

Mitch Kalkhof,

Managing Director - BKD

Daniel Zuggell   ,   Senior Vice President - Business Transition Advisors, Inc., a Capstone Headwaters company

Daniel Zuggell,

Senior Vice President - Business Transition Advisors, Inc., a Capstone Headwaters company

 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know for 2019

  • Employee Stock Ownership Plans (ESOPs)

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking & RFP Best Practices

  • Health, Wealth and the Future of Retirement

  • Ask the Experts - Local & National Professional Panel

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
XGS-horizontal-full_color.png

Event Registration

*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Maryland Healthcare and Retirement Plan Summit
Sep
12
11:00 AM11:00

2019 Maryland Healthcare and Retirement Plan Summit

2019_MARYLAND_web_banner.png

2019 MARYLAND

HEALTHCARE AND RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN BALTIMORE!

More than 80 Maryland 401(k), 403(b), and Retirement and Healthcare Plan Sponsors representing 65 companies and over $4.7 billion in total plan assets gathered for the 2019 Maryland Healthcare and Retirement Plan Summit at The Center Club on Thursday, September 12th, 2019. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

HOSTED LOCALLY BY:

Andrew Prevost ,  Senior Vice President, Retirement – NFP

Andrew Prevost,

Senior Vice President, Retirement – NFP

Katie Mclaughlin ,  Senior Vice President – NFP Corporate Benefits

Katie Mclaughlin,

Senior Vice President – NFP Corporate Benefits

Tony Donofry ,  Director, Consulting Services - NFP Executive Benefits

Tony Donofry,

Director, Consulting Services - NFP Executive Benefits

GUEST SPEAKERS:

Jen Amato, CPA ,  Director - SC&H Group

Jen Amato, CPA,

Director - SC&H Group

Tatyana McFadden ,  17X Paralympic Medalist, 14X World Track and Field Medalist

Tatyana McFadden,

17X Paralympic Medalist, 14X World Track and Field Medalist

Adam Meehan ,  Partner - Smith & Downey

Adam Meehan,

Partner - Smith & Downey

Mark Rieder ,  Head of Innovation - NFP

Mark Rieder,

Head of Innovation - NFP

Kyle Healy ,  Senior Vice President of Sales Strategy & Enablement, NFP

Kyle Healy,

Senior Vice President of Sales Strategy & Enablement, NFP

 

DISCUSSION TOPICS:

  • Convergence of Healthcare & Retirement

  • What You Need to Know As a Fiduciary

  • Health, Wealth and the Future of Retirement

  • A Full Plate: Serving More Than “Benefits” to Your Employees

  • Creating an Ecosystem of Engagement- The Employee Journey & Understanding Your Employees

  • Creating an Innovation Mindset

  • Glide Path- Customized Retirement Solutions

  • Protecting Your Employees From Cyber Threat

  • Executive Benefits- Problems & Solutions

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Professionals Seeking HR and Benefits Administration training

  • Pension and Healthcare executives

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

XGS-horizontal-full_color.png
rprs_logo_color.png
 

Event Registration

*$250 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
 2019 Indiana Fiduciary Summit
Sep
10
8:00 AM08:00

2019 Indiana Fiduciary Summit

2019_INDIANA_web_banner.png

2019 INDIANA FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN INDIANAPOLIS!

Nearly 80 401(k), 403(b), and Retirement Plan Sponsors representing 55 companies and $2 billion in total assets gathered for the 2019 Indiana Fiduciary Summit at Newfields on Tuesday, September 10th, 2019. The summit is an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make it a can’t miss event.

HOSTED LOCALLY BY:

 
Jim Robison,  AIF(R), Managing Principal at Strategic Retirement Partners

Jim Robison, AIF(R), Managing Principal at Strategic Retirement Partners

 

LOCAL GUEST SPEAKERS:

Dave Leising , Partner  National EBP Audit Director at BKD CPAs and Advisors

Dave Leising, Partner

National EBP Audit Director at BKD CPAs and Advisors

Bradford Campbell   ,  Current Partner at Drinker Biddle & Reath LLP and Former Assistant Secretary of Labor for Employee

Bradford Campbell, Current Partner at Drinker Biddle & Reath LLP and Former Assistant Secretary of Labor for Employee

Christopher Fowler  , Partner at Taft Stettinius & Hollister LLP

Christopher Fowler, Partner at Taft Stettinius & Hollister LLP

Chad Morris , Vice President of Employee Benefits at Gregory & Appel

Chad Morris, Vice President of Employee Benefits at Gregory & Appel

DISCUSSION TOPICS:

  • What You Need to Know As a Fiduciary for 2019

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking and RFP Best Practices

  • Health, Wealth and the Future of Retirement

  • Ask the Experts – Local & National Professional Panel

  • The Role of ESG in Retirement Plans

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

WHO CAN BENEFIT:

  • 401(k), 403(b), DB, Retirement and Benefits Plan Sponsors

  • Plan Fiduciaries, Committee Members, and Business Owners

  • HR and Benefits Professionals

  • CFO and Finance Professionals

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee Outcomes

  • Network with Peers and Industry Leaders

 
RPRS cert logos.png
 
XGS-horizontal-full_color.png
rprs_logo_color.png

Investment advisory services are offered through Strategic Retirement Partners, a registered investment advisor. Strategic Retirement Partners, LLC, BKD CPAs & Advisors, Drinker, Biddle & Reath LLP, and Taft, Stettinius & Hollister, LLP are separate and un-affiliated companies.

Event Registration

*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Review Your Plan Now

Receive a no obligation complementary review

Make the Most of Your Event

Review our plan sponsor welcome guide

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Cleveland Fiduciary Summitf
Aug
21
11:00 AM11:00

2019 Cleveland Fiduciary Summitf

2019_CLEVELAND_web_banner.png

2019 CLEVELAND FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN CLEVELAND!

More than 50 401(k), 403(b), and Retirement Plan Sponsors representing 30+ companies and over $4.5 billion in total assets gathered for the 2019 Cleveland Fiduciary Summit at Progressive Field on Wednesday, August 21st, 2019. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

HOSTED LOCALLY BY:

David Krasnow , President and Chief Executive Officer - Pension Advisors

David Krasnow, President and Chief Executive Officer - Pension Advisors

 

GUEST SPEAKERS:

Michelle Buckley   Partner - Meaden & Moore

Michelle Buckley

Partner - Meaden & Moore

Patty Shlonsky   Partner in Charge - Cleveland Office/Chair Tax Practice Group - Ulmer & Berne LLP

Patty Shlonsky

Partner in Charge - Cleveland Office/Chair Tax Practice Group - Ulmer & Berne LLP

Beth Krasnow ,  Estate Planning Attorney/Education Specialist - Pension Advisors

Beth Krasnow,

Estate Planning Attorney/Education Specialist - Pension Advisors

Jay Hennessey ,  Vice President of Learning and Development - Cleveland Indians

Jay Hennessey,

Vice President of Learning and Development - Cleveland Indians

 

DISCUSSION TOPICS:

  • The new WOW Employee Benefit: Student Loans!  Using Employer Matching Dollars to Help Pay Student Loan Debt

  • What Every Fiduciary Needs to Know

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking & RFP Best Practices

  • Health, Wealth and the Future of Retirement

  • Ask the Experts - Local & National Professional Panel

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
XGS-horizontal-full_color.png

Event Registration

*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Jacksonville Fiduciary Summit
Aug
20
11:00 AM11:00

2019 Jacksonville Fiduciary Summit

2019_JACKSONVILLE_web_banner.png

2019 JACKSONVILLE FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN JACKSONVILLE!

More than 50 401(k), 403(b), and Retirement Plan Sponsors representing 23 qualified companies and over $5 billion in plan assets gathered for the 2019 Jacksonville Fiduciary Summit on Tuesday, August 20th, 2019. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

LOCAL EXPERTS & GUEST SPEAKERS:

 
Buck Blanton , Managing Director - Pensionmark

Buck Blanton, Managing Director - Pensionmark

 
Jennie Muniz, CPA ,  Senior Manager - DHG Assurance

Jennie Muniz, CPA,

Senior Manager - DHG Assurance

Lisa Carrasco ,  Partner - SGR Law in Jacksonville

Lisa Carrasco,

Partner - SGR Law in Jacksonville

Laura Carnes, QPA, QKA, ERPA , Managing Partner - Black Creek Retirement Plans, Inc.

Laura Carnes, QPA, QKA, ERPA, Managing Partner - Black Creek Retirement Plans, Inc.

Rick Gripp,    Senior Vice President - Thrive Flexible Matching

Rick Gripp,

Senior Vice President - Thrive Flexible Matching

 
Kevin Knowles, CFA ,  Director, Defined Contribution - Russell Investments

Kevin Knowles, CFA,

Director, Defined Contribution - Russell Investments

David Donaldson ,  Founder of ERISA Smart, Former Senior DOL Investigator

David Donaldson,

Founder of ERISA Smart, Former Senior DOL Investigator

 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know

  • Through the Eyes of a Former Senior DOL Investigator

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking & RFP Best Practices

  • Health, Wealth and the Future of Retirement

  • Ask the Experts - Local & National Professional Panel

  • Next Evolution in QDIA Investing

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • PIHRA members

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

XGS-horizontal-full_color.png
 

Event Registration

*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 North Carolina Fiduciary Summit
Aug
15
11:00 AM11:00

2019 North Carolina Fiduciary Summit

2019_NC_web_banner.png

2019 NORTH CAROLINA

FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN NORTH CAROLINA!

50+ Raleigh-Durham area 401(k), 403(b), and Retirement Plan Sponsors came together at the iconic Angus Barn for the 2019 North Carolina Fiduciary Summit. Together they represented over 25 companies and more than $440 million in plan assets.

The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. The event is part of the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

HOSTED LOCALLY BY:

 

GUEST SPEAKERS:

Joe Gordon,   Founder - Gordon Asset Management, based in Raleigh-Durham

Joe Gordon,

Founder - Gordon Asset Management, based in Raleigh-Durham

Todd Zempel, QKA, AIFA®, CPFA,   Executive Director of Retirement Plan Services - Gordon Asset Management, based in Raleigh-Durham

Todd Zempel, QKA, AIFA®, CPFA,

Executive Director of Retirement Plan Services - Gordon Asset Management, based in Raleigh-Durham

John Stilley ,  Retirement Plan Consultant - Gordon Asset Management, based in Raleigh-Durham

John Stilley,

Retirement Plan Consultant - Gordon Asset Management, based in Raleigh-Durham

Starla Hughes ,  Audit Manager - Sharrard McGee & Co. P. A.

Starla Hughes,

Audit Manager - Sharrard McGee & Co. P. A.

Rick Gripp,   Senior Vice President, Thrive Flexible Matching

Rick Gripp,

Senior Vice President, Thrive Flexible Matching

Robert Carpenter,   CHBC Consultant, Healthcare Management Consultants, Inc.

Robert Carpenter,

CHBC Consultant, Healthcare Management Consultants, Inc.

 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know for 2019

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking & RFP Best Practices

  • Ask the Experts - Local & National Professional Panel

  • Financial Wellness Trends

  • Top Fiduciary Failures & How to Avoid Them

  • Investing for Outcomes

  • Emerging Trends in Employee Benefits

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • PIHRA members

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
XGS-horizontal-full_color.png

Event Registration

*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Atlanta Healthcare and Retirement Plan Summit
Jul
25
9:30 AM09:30

2019 Atlanta Healthcare and Retirement Plan Summit

2019_ATLANTA_web_banner.png

2019 ATLANTA

HEALTHCARE AND RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN ATL!

A total of 60 Atlanta-area 401(k), 403(b), and Retirement and Healthcare Plan Sponsors came together for the 2019 Atlanta Healthcare and Retirement Plan Summit, representing 32 qualified plans and over $11.4 billion in qualified assets!

The summit was an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

HOSTED LOCALLY BY:

LOCAL GUEST SPEAKERS:

 
Gregory Fiore ,  Managing Partner at Clearview Advisory in Atlanta

Gregory Fiore,

Managing Partner at Clearview Advisory in Atlanta

Jennifer Pearson,   Vice President - Clearview Advisory in Atlanta

Jennifer Pearson,

Vice President - Clearview Advisory in Atlanta

 
Heather Rogers ,  President - Simply Organized

Heather Rogers,

President - Simply Organized

 
 
Mark Watson,   Partner - Ironwood Insurance

Mark Watson,

Partner - Ironwood Insurance

Susan Harris,   Partner - Ironwood Insurance

Susan Harris,

Partner - Ironwood Insurance

 
 

DISCUSSION TOPICS:

  • Designing your Employee Education Plan to be more Actionable and Measurable

  • What Committees Can Do: Effective Plan Oversight

  • Convergence of Healthcare & Retirement

  • Making Plan Audits Easier to Navigate

  • Investment Trends to Keep an Eye On

  • Using Student Loan Tools to Attract & Retain Talent

  • RFP/RFI Best Practices

  • Pharmacy Benefit Management-A Better Approach

  • Reference Based Pricing - Is it the magic cure?

  • Creating Value with Wellness

  • And More!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Professionals Seeking HR and Benefits Administration training

  • Pension and Healthcare executives

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
RPRS cert logos.png
 
XGS-horizontal-full_color.png
rprs_logo_color.png

Event Registration

*$250 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Review Your Plan Now

Receive a no obligation complementary review

Make the Most of Your Event

Review our plan sponsor welcome guide

 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Philadelphia Fiduciary Summit
Jul
23
11:00 AM11:00

2019 Philadelphia Fiduciary Summit

2019_PHILADELPHIA_web_banner.png

2019 PHILADELPHIA FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN PHILLY!

A total of 52 Philadelphia-area 401(k), 403(b), and Retirement Plan Sponsors came together for the  2019 Philadelphia Fiduciary Summit, representing 36 qualified plans and over $12.1 billion in qualified assets!

The summit was an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

LOCAL HOSTS & GUEST SPEAKERS:

Mike Falcone   ,   Vice President – NFP Retirement Division

Mike Falcone,

Vice President – NFP Retirement Division

Bradford Campbell   ,  Current Partner at Drinker Biddle & Reath LLP and Former Assistant Secretary of Labor for Employee

Bradford Campbell, Current Partner at Drinker Biddle & Reath LLP and Former Assistant Secretary of Labor for Employee

Roman Leshak, Jr.   ,  CPA  Director, Audit & Accounting at Kreischer Miller

Roman Leshak, Jr., CPA

Director, Audit & Accounting at Kreischer Miller

Doug Grim,     Senior Investment Strategist at Vanguard Investment Strategy Group

Doug Grim,
Senior Investment Strategist at Vanguard Investment Strategy Group

 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know

  • Evaluating the Reasonableness of Plan Fees

  • Convergence of Healthcare & Retirement

  • ESG Investing

  • Washington Update – Legislative, Retirement & Healthcare

  • How to Maximize Participant Outcomes Through Successful Plan Design

  • Mutual Funds vs. Collective Investment Trusts (CIT’s)

  • An Auditor’s Perspective on How to Add Value & Audit Trends

  • Financial Wellness

  • Executive Benefits

  • RFP & RFI Best Practices

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • PIHRA members

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
XGS-horizontal-full_color.png
rprs_logo_color.png

Event Registration

*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Chicago Fiduciary Summit
Jun
5
11:00 AM11:00

2019 Chicago Fiduciary Summit

2019_CHICAGO_web_banner.png

2019 CHICAGO FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN THE WINDY CITY!

Over 20 Chicago-Area 401(k), 403(b), and Retirement Plan Sponsors came together for the 2019 Chicago Fiduciary Summit, representing 15,000+ participants and more than $1.5 billion in qualified assets!

The summit was an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

HOSTED LOCALLY BY:

Steve Scott ,  Founder & Partner - Retirement Solution Group

Steve Scott,

Founder & Partner - Retirement Solution Group

Colin Rogers ,  Senior Relationship Manager - Retirement Solution Group

Colin Rogers,

Senior Relationship Manager - Retirement Solution Group

Christie Cheng ,  Co-Founder & Principal - Retirement Solution Group

Christie Cheng,

Co-Founder & Principal - Retirement Solution Group

Scott Emering ,  Partner - Retirement Solution Group

Scott Emering,

Partner - Retirement Solution Group

Christopher Underwood .  Relationship Manager - Retirement Solution Group

Christopher Underwood.

Relationship Manager - Retirement Solution Group

 

GUEST SPEAKERS:

 
David Hiss, AIF ,  Greater Chicago Area Regional Vice President, John Hancock

David Hiss, AIF,

Greater Chicago Area Regional Vice President, John Hancock

Joshua Gomez ,  Regional Vice President, Southern Region - TransAmerica

Joshua Gomez,

Regional Vice President, Southern Region - TransAmerica

Jim Taylor ,  CEO - Launchways

Jim Taylor,

CEO - Launchways

Chris Sleggs ,  Vice President, External Advisor Consultant - PIMCO

Chris Sleggs,

Vice President, External Advisor Consultant - PIMCO

Tyler Neenan, CFP®, C(k)P® ,  Vice President, Defined Contribution Consultant - BlackRock Investments

Tyler Neenan, CFP®, C(k)P®,

Vice President, Defined Contribution Consultant - BlackRock Investments

 
Gregory A. Mills, CPA  ,  Director, Audit Department - Mueller & Co. LLP

Gregory A. Mills, CPA ,

Director, Audit Department - Mueller & Co. LLP

Chloe Carter ,  HR SaaS Consultant and Solutions Provider - Paycor

Chloe Carter,

HR SaaS Consultant and Solutions Provider - Paycor

Ned McNally ,  Vice President, Senior Retirement Director - State Street Global Advisors

Ned McNally,

Vice President, Senior Retirement Director - State Street Global Advisors

Matt Smith, CIMA® ,  Vice President - J.P. Morgan Asset Management

Matt Smith, CIMA®,

Vice President - J.P. Morgan Asset Management

 

DISCUSSION TOPICS:

  • 2019 Best Practices & Case Studies

  • Financial Wellness - Creating Participant Connections

  • Plan Sponsor Interactive Roundtables

  • Plan Benchmarking & RFP Best Practices

  • Ask the Experts Panel - Tools & Trends of Today & the Future

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • Business Owners and Fiduciaries

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
XGS-horizontal-full_color.png

Register Now

*$150 feeWaived for select qualified plan sponsors who complete the following form:
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Long Island Fiduciary Summit
May
21
11:00 AM11:00

2019 Long Island Fiduciary Summit

2019_LONG_ISLAND_web_banner.png

2019 LONG ISLAND FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN LONG ISLAND!

A total of 23 Long Island 401(k), 403(b), and Retirement Plan Sponsors came together for the  2019 Long Island Fiduciary Summit, representing 16 qualified plans and over $2.7 billion in qualified assets!

The summit was an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

LOCAL HOSTS AND GUEST SPEAKERS:

 
Allison Kaylor-Flink  ,  Senior Vice President at NFP

Allison Kaylor-Flink,

Senior Vice President at NFP

Elizabeth Allen  ,  VP Benefits Compliance & Counsel at NFP

Elizabeth Allen,

VP Benefits Compliance & Counsel at NFP

Tony Donofry  ,  Director - Consulting Services at NFP Executive Benefits

Tony Donofry,

Director - Consulting Services at NFP Executive Benefits

Tom Boyden    President at GRA Quantum

Tom Boyden

President at GRA Quantum

Jen Greulich   ,   Director of Managed Security Services at GRA Quantum

Jen Greulich,

Director of Managed Security Services at GRA Quantum

 
 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know

  • Top Issues Facing Retirement Plan Sponsors

  • Knowing Your Plan Fees

  • How to Maximize Participant Outcomes Through Successful Plan Design

  • Cyber Threats Facing Fiduciaries Today

  • Financial Wellness

  • Setting a Course for Top Talent with Executive Benefits

  • Convergence of Healthcare & Retirement

  • Washington Update – Legislative, Retirement & Healthcare

  • RFP & RFI Best Practices

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • PIHRA members

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
XGS-horizontal-full_color.png

Register Now

*$150 feeWaived for select qualified plan sponsors who complete the following form:
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Austin Healthcare and Retirement Plan Summit
May
16
11:00 AM11:00

2019 Austin Healthcare and Retirement Plan Summit

2019_AUSTIN_web_banner.png

2019 AUSTIN

HEALTHCARE AND RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN AUSTIN!

A total of 43 Austin 401(k), 403(b), Healthcare and Retirement Plan Sponsors came together for the  2019 Austin Healthcare and Retirement Plan Summit, representing 21 qualified plans and over $2 billion in qualified assets!

The summit was an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

HOSTED LOCALLY BY:

GUEST SPEAKERS:

allison+kaylor+flink.jpg
 

Allison Kaylor-Flink, CPFA, Senior Vice President – NFP Retirement

Elizabeth Allen, Vice President Benefits Compliance & Counsel – NFP

Tony Greene, Senior Vice President Executive Benefits -NFP

James Morrison, Senior Computer Scientist - US Government

Patrick Carvey, Audit Senior Manager - Holtzman Partners

 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know

  • Evaluating the Reasonableness of Plan Fees

  • Convergence of Healthcare & Retirement

  • Washington Update – Legislative, Retirement & Healthcare

  • How to Maximize Participant Outcomes Through Successful Plan Design

  • Cyber Security - Computer Threats

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
 
RPRS cert logos.png

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Professionals Seeking HR and Benefits Administration training

  • Pension and Healthcare executives

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
 
XGS-horizontal-full_color.png
rprs_logo_color.png

Register Now

*$250 feeWaived for select qualified plan sponsors who complete the following form:
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Dallas Fiduciary Summit
May
15
11:00 AM11:00

2019 Dallas Fiduciary Summit

2019_DALLAS_web_banner.png

2019 DALLAS FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN DALLAS!

A total of 22 Dallas 401(k), 403(b), and Retirement Plan Sponsors came together for the  2019 Dallas Fiduciary Summit, representing 14 qualified plans and over $3 billion in qualified assets!

The summit was an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

HOSTED LOCALLY BY:

GUEST SPEAKERS:

Kimberly Pruitt  ,  Retirement Plan Consultant – NFP

Kimberly Pruitt,
Retirement Plan Consultant – NFP

 

Rance Buss, Partner - Assurance Services - Weaver

Jason S. Luter, Partner - Drinker Biddle & Reath, LLP

Elizabeth Allen, VP Benefits Compliance & Counsel  – NFP

More To Be Announced!

DISCUSSION TOPICS:

  • Washington Update: The Need-to-knows for Plan Sponsors

  • Holistic Benefit Strategies

  • Financial Wellness: The Secret to Employee Engagement

  • Plan Design & Evaluating Outcomes

  • Employee Benefit Trends Study

  • RFI & RFP Best Practices

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
 
RPRS cert logos.png
 

WHO CAN BENEFIT:

  • Finance, Human Resource and Benefit executives

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

  • PIHRA members

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
XGS-horizontal-full_color.png
rprs_logo_color.png

Register Now

*$150 feeWaived for select qualified plan sponsors who complete the following form:
 

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Southeast Michigan Fiduciary Summit
May
8
8:00 AM08:00

2019 Southeast Michigan Fiduciary Summit

2019_SE_MICHIGAN_web_banner.png

2019 SOUTHEAST MICHIGAN

FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN SOUTHEAST MICHIGAN!

A total of 34 Southeast Michigan 401(k), 403(b), and Retirement Plan Sponsors came together for the  2019 Southeast Michigan Fiduciary Summit, representing 23 qualified plans and over $1.1 billion in qualified assets!

The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar is a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

HOSTED LOCALLY BY:

Kelley Snook   ,   AIF, President – SHA Retirement Group (locally based in Auburn Hills, MI)

Kelley Snook,

AIF, President – SHA Retirement Group (locally based in Auburn Hills, MI)

David Anderson   ,   AIF, Partner – SHA Retirement Group

David Anderson,

AIF, Partner – SHA Retirement Group

LOCAL GUEST SPEAKERS:

 
Steve Sapra   ,   EVP, Client Solutions & Analytics - PIMCO

Steve Sapra,

EVP, Client Solutions & Analytics - PIMCO

Diane Gallagher   ,   Vice President - American Century Investments

Diane Gallagher,

Vice President - American Century Investments

Pablo Martinez   ,   Head of Cyber Operations - Fidelity Investments

Pablo Martinez,

Head of Cyber Operations - Fidelity Investments

DISCUSSION TOPICS:

  • What You Need to Know As a Fiduciary for 2019

  • How to Evaluate the Reasonableness of Plan Fees

  • How to Maximize Participant Outcomes & Successful Plan Design

  • Recent Lawsuits & Legal Update

  • Plan Benchmarking and RFP Best Practices

  • Financial Wellness Programs - Do They Work? How Can We Measure?

  • Evolution of Target Date Funds

  • Cyber-Security Today - What You Need to Know

  • Social Security - What Your Participants Need to Consider

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

WHO CAN BENEFIT:

  • 401k, 403b, DB, Retirement and Benefits Plan Sponsors

  • Plan Fiduciaries, Committee Members, and Business Owners

  • Professionals Seeking HR and Benefits Administration Training

  • CFO and Finance Professionals

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee Outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
RPRS cert logos.png
 
XGS-horizontal-full_color.png
rprs_logo_color.png

Event Registration

*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 450-1559
 

Ready for the next step?

 

Review Your Plan Now

Receive a no obligation complementary review

Make the Most of Your Event

Review our plan sponsor welcome guide

 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

 

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Tennessee Healthcare & Retirement Plan Summit
Apr
30
11:00 AM11:00

2019 Tennessee Healthcare & Retirement Plan Summit

2019_TENNESSEE_web_banner.png

2019 TENNESSEE

HEALTHCARE AND RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN MUSIC CITY!

A total of 83 Tennessee Area 401(k), 403(b), Healthcare and Retirement Plan Sponsors came together for the 2019 Tennessee Healthcare & Retirement Plan Summit, representing 45 qualified plans and over $11 billion in qualified assets!

The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar is a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Pre-register for 2020 or visit the Plan Sponsor Connect Portal to evaluate your plan now!

 

LOCAL EXPERT:

GUEST SPEAKERS:

 
Jim Lyday   ,  Managing Director – Pensionmark

Jim Lyday, Managing Director – Pensionmark

 

Craig Reavis, Employee Benefits Advisor - Crichton Group

Joe Lacher, VP & Partner - The Crichton Group

Mark Blackburn, CPA, Shareholder - Audit and Advisory - LBMC

Rob Breunig, Partner - Adams & Reese, LLP

Bradford Campbell, Partner at Drinker Biddle & Former Head of the DOL EBSA,

David Donaldson, President at ERISA Smart & Former Senior DOL Investigator

David Krasnow, President - Thrive

 

DISCUSSION TOPICS:

  • Convergence of Healthcare & Retirement & HSAs

  • Legislative & Enforcement Updates

  • Student Loan Rewards Programs

  • Key Industry Trend Roundtables

  • The new WOW Employee Benefit: Student Loans!  Using Employer Matching Dollars to Help Pay Student Loan Debt

  • What Every Fiduciary Needs to Know

  • Ask the Experts – Local & National Professional Panel

  • RFP & Plan Design Best Practices

  • Financial Wellness for Plan Sponsors & Employees

  • More Topics TBA!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

 
RPRS cert logos.png
 

WHO CAN BENEFIT:

Finance, Human Resource and Benefit executives

  • Professionals Seeking HR and Benefits Administration training

  • Pension and Healthcare executives

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 
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Pre-Register Now

*$150 fee Waived for select qualified plan sponsors who complete the following form:
 

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Review our plan sponsor welcome guide

Review Your Plan Now

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2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

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: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND 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.

CPE: 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; 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.

View Event →
2019 Cincinnati Fiduciary Summit
Apr
4
11:00 AM11:00

2019 Cincinnati Fiduciary Summit

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2019 CINCINNATI FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN QUEEN CITY!

A total of 42 Cincinnati Area 401(k), 403(b), and Retirement Plan Sponsors came together for the 2019 Cincinnati Fiduciary Summit, representing 23 qualified plans and over $8 billion in qualified assets!

The summit was an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

LOCAL HOSTS AND GUEST SPEAKERS:

Michael Morris  , Managing Director – Pensionmark Financial Group

Michael Morris, Managing Director – Pensionmark Financial Group

Maddison Bezdicek  , Health Strategies Team Leader – Hylant

Maddison Bezdicek, Health Strategies Team Leader – Hylant

Bradford Campbell  , Current Partner at Drinker Biddle & Reath LLP and Former Assistant Secretary of Labor for Employee Benefits

Bradford Campbell, Current Partner at Drinker Biddle & Reath LLP and Former Assistant Secretary of Labor for Employee Benefits

Larry Saunders  , President - Genetics4Health

Larry Saunders, President - Genetics4Health

David Donaldson  , Former Senior DOL Investigator, President & CEO – ERISA Smart

David Donaldson, Former Senior DOL Investigator, President & CEO – ERISA Smart

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know for 2019

  • How to Evaluate Retirement Plan Fees

  • Committee Best Practices for Effective Plan Oversight – How to Protect Fiduciaries

  • Washington Update – Legislative, Retirement & Healthcare

  • Through the Eyes of a Former Senior DOL Investigator

  • Ask the Experts – Local & National Professional Panel

  • Non-Qualified Executive Benefits Panel

  • RFP/RFI Best Practices

  • More Topics To Be Announced!

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible