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

JOIN US IN INDIANAPOLIS!

Indianapolis 401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Indiana Fiduciary Summit. 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 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 it a can’t miss event.

TUESDAY, SEPTEMBER 10TH, 2019

Newfields (formerly IMA) 8:00AM - 12:00PM

4000 Michigan Rd. Breakfast included

Indianapolis, IN 46208

 

HOSTED LOCALLY BY:

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

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

Ric Clouse,  AIF(R), C(k)P, Practice Leader at Strategic Retirement Partners

Ric Clouse, AIF(R), C(k)P, Practice Leader 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

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

  • 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.

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

 
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 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

JOIN US IN BALTIMORE!

Maryland 401(k), 403(b), and Retirement and Healthcare Plan Sponsors are gathering for the 2019 Maryland 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 Retirement Plan Summit seminars a can’t miss event.

THURSDAY, SEPTEMBER 12th 2019

11:00AM - 3:30PM

Luncheon + Optional Wine Tasting Included

The Center Club

100 Light St # 16

Baltimore, MD 21202

 

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 for 2019

  • 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

 
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 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

JOIN US IN PITTSBURGH!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Pittsburgh 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.

WEDNESDAY, SEPTEMBER 18th, 2019

11:00AM - 3:00PM

Luncheon included

Heinz Field

100 Art Rooney Ave

Pittsburgh, PA 15212

*Optional Stadium Tour following 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

William J. Swope, CPA, CGMA,    Director, Accounting & Auditing - Lally & Co.

William J. Swope, CPA, CGMA,

Director, Accounting & Auditing - Lally & Co.

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

 
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 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

JOIN US IN ORLANDO!

Orlando-area 401(k), 403(b) and Retirement Plan Sponsors are gathering for the 2019 Orlando 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 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.

WEDNESDAY, OCTOBER 2nd 2019

11:00AM - 3:30PM

Luncheon included

The Ritz-Carlton Orlando, Grande Lakes

4012 Central Florida Pkwy

Orlando, FL 32837

 

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

 

DISCUSSION TOPICS:

  • Purpose Driven Plan Design

  • Pillars of a Successful Total Rewards Program for Your Key Executives & Employees

  • RFI & RFP Best Practices & New Technology

  • Cost Saving Strategies for Retirement & Benefits Plan Design

  • Fiduciary Responsibilities Associated with Selecting & Monitoring Target Date Funds

  • Local Professional Best Practices Panel

  • Financial and Overall Wellness for Employee Well-being

  • Executive Benefits: Emerging Trends in the Marketplace

  • 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

 
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.

TUESDAY, OCTOBER 8th 2019

11:00AM - 3:30PM

Luncheon included

BlackRock - Princeton Office - Multi-Purpose Room

1 University Square Drive, Princeton, NJ 08540

 

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

More speakers TBA!

DISCUSSION TOPICS:

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

  • What Committees Can Do: Effective Plan Oversight

  • 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

  • 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 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

Bradford Campbell  ,  Former Head of the DOL Employee Benefits Administration

Bradford Campbell,

Former Head of the DOL Employee Benefits Administration

GUEST SPEAKERS:

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

David Krasnow,    President - Thrive Student Loan Solutions

David Krasnow,

President - Thrive Student Loan Solutions

 

DISCUSSION TOPICS:

  • Convergence of Healthcare & Retirement & HSAs

  • What Every Fiduciary Needs to Know

  • The New WOW Employee Benefit: Student Loans

  • 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 England Fiduciary Summit
Nov
5
11:00 AM11:00

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

11:00AM - 3:00PM

Luncheon included

Bryant University

1150 Douglas Pike,

Smithfield, RI 02917

 

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:

To Be Announced!

 

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

  • 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

  • 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

 
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 San Diego Healthcare & Retirement Plan Summit
Nov
12
11:00 AM11:00

2019 San Diego Healthcare & Retirement Plan Summit

2019_SAN-DIEGO_web_banner.png

2019 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 2019 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 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 12th, 2019

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 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

  • 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

  • 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

*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 →
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

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

 
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 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 Miami Fiduciary Summit
Apr
7
11:00 AM11:00

2020 Miami Fiduciary Summit

2019_MIAMI_web_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

The Biltmore Hotel

1200 Anastasia Ave

Coral Gables, FL 33134

 

HOSTED LOCALLY BY:

 
Brett Shofner ,  President at Work Plan Retire

Brett Shofner,

President at Work Plan Retire

 

GUEST SPEAKERS:

More 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

 
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

 
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 Cleveland Fiduciary Summit
Aug
21
11:00 AM11:00

2019 Cleveland Fiduciary Summit

2019_CLEVELAND_web_banner.png

2019 CLEVELAND FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN CLEVELAND!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Cleveland 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.

WEDNESDAY, August 21st, 2019

11:00AM - 3:00PM

Luncheon included

Progressive Field

(Home of the Cleveland Indians!)

3:00PM - 4:00PM

Optional and Complimentary VIP Tour of Progressive Field

2401 Ontario St, Cleveland, OH 44115

Click here for parking directions

 

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 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

  • 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

 
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 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

JOIN US IN JACKSONVILLE!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Jacksonville 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, AUGUST 20th 2019

11:00AM - 3:00PM

Luncheon included

View Agenda

UNF - Adam W. Herbert University Center - Room 1027

12000 Alumni Dr., Jacksonville , FL 32224

 

GUEST SPEAKERS:

LOCAL EXPERT:

 
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.

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

David Donaldson,

Founder of ERISA Smart, Former Senior DOL Investigator

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

Kevin Knowles, CFA,

Director, Defined Contribution - Russell Investments

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

  • 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

 
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 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

JOIN US IN NORTH CAROLINA!

Raleigh-Durham area 401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 North Carolina 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.

THURSDAY, AUGUST 15th, 2019

11:00AM - 3:00PM

Luncheon included

Angus Barn

9401 Glenwood Ave.,

Raleigh, NC, 27617

 

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

 
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 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

 
XGS-horizontal-full_color.png
rprs_logo_color.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

 
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 Cincinnati Fiduciary Summit
Apr
4
11:00 AM11:00

2019 Cincinnati Fiduciary Summit

2019_CINCINNATI_web_banner.png

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

 
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
rprs_logo_color.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

 
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 Los Angeles Healthcare and Retirement Plan Summit
Apr
3
11:00 AM11:00

2019 Los Angeles Healthcare and Retirement Plan Summit

2019_LOS_ANGELES_web_banner.png

2019 LOS ANGELES

HEALTHCARE AND RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN LA!

A total of 51 LA Area 401(k), 403(b), and Retirement Plan Sponsors came together for the 2019 Los Angeles Healthcare and Retirement Plan Summit, representing 27 qualified plans and $2 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:

Kameron Jones ,   Senior Advisor, Retirement - NFP

Kameron Jones,

Senior Advisor, Retirement - NFP

David Babikan,    Senior Account Executive, Corporate Services - NFP

David Babikan,

Senior Account Executive, Corporate Services - NFP

 

GUEST SPEAKERS:

Cyndi LeBerthon, CPA & Audit Partner - Wright Ford Young & Co.

Elizabeth Allen, VP Benefits Compliance & Counsel  – NFP

Tony Donofry, Senior Design & Consulting Specialist - NFP Executive Benefits

Joel Shapiro, SVP, ERISA Compliance - NFP

Steven Konsker, Director, Corporate Benefits- NFP

More TBA!

DISCUSSION TOPICS:

  • Convergence of Healthcare & Retirement & HSAs

  • Purpose Driven Plan Design

  • Pillars of a Successful Total Rewards Program for Your Key Executives & Employees

  • RFI & RFP Best Practices & New Technology

  • Cost Saving Strategies for Retirement & Benefits Plan Design

  • Fiduciary Responsibilities Associated with Selecting & Monitoring Target Date Funds

  • Local Professional Best Practices Panel

  • Financial and Overall Wellness for Employee Well-being

  • Executive Benefits: Emerging Trends in the Marketplace

  • 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

  • PIHRA members

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
 

Pre-Register Now

*$250 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

 
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 Silicon Valley Fiduciary Summit
Mar
26
11:00 AM11:00

2019 Silicon Valley Fiduciary Summit

019 Silicon Valley Fiduciary Summit.png

2019 SILICON VALLEY FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN THE BAY AREA!

A total of 64 Bay Area 401(k), 403(b), and Retirement Plan Sponsors came together for the 2019 Silicon Valley Fiduciary Summit, representing 46 qualified plans and over $7 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:

HOSTED LOCALLY BY:

NATIONAL GUEST SPEAKERS:

Strategic Retirement Partners, Retirement Plan Advisory Services

Armanino, Employee Benefit Plan Auditors

Alliant Insurance, Employee Benefits

Plus an Expert Panel featuring speakers from Armanino, Alliant, Blackrock, Empower, Fidelity, Natixis, and T. Rowe Price!

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

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

John Casey  , Global Head of Benefits – Google

John Casey, Global Head of Benefits – Google

 

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

 
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

 
 
rprs_logo_color.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

 
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 San Francisco Fiduciary Summit
Mar
12
11:00 AM11:00

2019 San Francisco Fiduciary Summit

2019_SF_web_banner.png

2019 SAN FRANCISCO FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN THE BAY AREA!

A total of 51 Bay Area 401(k), 403(b), and Retirement Plan Sponsors came together for the 2019 San Francisco Fiduciary Summit, representing 29 qualified plans and over $4.2 billion in qualified assets!

This 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.

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. 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:

2019 HOSTS AND GUEST SPEAKERS:

 
Blake A. Thibault ,   Managing Director at Heffernan Financial Services

Blake A. Thibault,

Managing Director at Heffernan Financial Services

John M. Clark ,   Vice President & Advisor at Heffernan Financial Services

John M. Clark,

Vice President & Advisor at Heffernan Financial Services

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

Ryan Sullivan, Managing Director, Strategic Markets – Hartford Funds

Brad Vaughan, Regional Sales Consultant - T. Rowe Price

Francesca Messano, Managing Director - MassMutual Workplace Solutions

Benjamin Spater, Director - Trucker Huss

 

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 Through Successful Plan Design

  • Through the Eyes of a Former Senior DOL Investigator

  • Washington Legislative Updates

  • Financial Wellness - Creating Participant Connections

  • The Evolving Workplace - How shifting demographics, technology innovations, and new employee expectations are shaping the workplace of the future

  • Ask the Expert – Local Professional Panel

  • RFI & RFP 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

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:

  • 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

 
RPRS cert logos.png
 
XGS-horizontal-full_color.png
rprs green_transparent.png
 

PRE-REGISTER FOR 2020

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