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

JOIN US IN LONG ISLAND!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Long Island 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, MAY 21st, 2019

11:00AM - 3:00PM

Luncheon included

( View Agenda )

Adelphi University

1 South Ave, Garden City, NY 11530

 
 

HOSTED LOCALLY BY:

Allison Kaylor-Flink  ,  Senior Vice President at NFP

Allison Kaylor-Flink,

Senior Vice President at NFP

 

GUEST SPEAKERS:

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

More Speakers To Be Announced!

 

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 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

JOIN US IN THE WINDY CITY!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Chicago 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, June 5th, 2019

11:00AM - 3:00PM

Luncheon included

Location

Mid-America Club (AON Center)

200 East Randolph Dr.
80th Floor
Chicago, IL 60601

 
 

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 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

JOIN US IN PHILLY!

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

 

TUESDAY, JULY 23rd, 2019

11:00AM - 3:00PM

Luncheon included

The Inn at Villanova University, 
601 County Line Rd, Wayne, PA 19087

 
 

GUEST SPEAKERS:

HOSTED LOCALLY BY:

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

 
 

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

  • 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

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 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

JOIN US IN ATL!

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

THURSDAY, JULY 25th, 2019

9:30AM - 2:30PM

Luncheon included

Atlanta History Center

130 West Paces Ferry Rd NW

Atlanta, GA 30305

 
 

HOSTED LOCALLY BY:

Gregory Fiore  ,  Managing Partner at Clearview Advisory in Atlanta

Gregory Fiore,

Managing Partner at Clearview Advisory in Atlanta

Susan Harris,    Partner - Ironwood Insurance

Susan Harris,

Partner - Ironwood Insurance

Mark Watson,    Partner - Ironwood Insurance

Mark Watson,

Partner - Ironwood Insurance

LOCAL GUEST SPEAKERS:

 
Heather Rogers  ,  President - Simply Organized

Heather Rogers,

President - Simply Organized

 

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) 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 North Carolina Fiduciary Summit
Aug
15
11:00 AM11:00

2019 North Carolina Fiduciary Summit

temp web banner.png

2019 NORTH CAROLINA

FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN NORTH CAROLINA!

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

Location TBA!

 
 

HOSTED LOCALLY BY:

To Be Announced!

 

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

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 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

UNF - Adam W. Herbert University Center - Room 1027

12000 Alumni Drive

Jacksonville , FL 32224

 

GUEST SPEAKERS:

LOCAL EXPERT:

 
Buck Blanton  , Managing Director - Pensionmark

Buck Blanton, Managing Director - Pensionmark

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

David Donaldson,

Founder of ERISA Smart, Former Senior DOL Investigator

 
 

DISCUSSION TOPICS:

  • What Every Fiduciary Needs to Know 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

  • 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

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 Orange County Healthcare & Retirement Plan Summit
Aug
21
11:00 AM11:00

2019 Orange County Healthcare & Retirement Plan Summit

temporary banner.png

2019 ORANGE COUNTY

FIDUCIARY 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 2019 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 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

Water Grill South Coast Plaza

3300 Bristol St., Costa Mesa, CA 92626

 
 

HOSTED LOCALLY BY:

To Be Announced!

 

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

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 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!)

2401 Ontario St, Cleveland, OH 44115

 
 

HOSTED LOCALLY BY:

 
David Krasnow  , President and Chief Executive Offices- Pension Advisors

David Krasnow, President and Chief Executive Offices- Pension Advisors

 

GUEST SPEAKERS:

More Speakers To Be Announced!

 

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

  • 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 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 8:00AM - 12:30PM

4000 Michigan Rd. Luncheon 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:

To Be Announced!

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

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 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!

LA-area 401(k), 403(b), and Retirement 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.

 

TUESDAY, SEPTEMBER 12th 2019

11:00AM - 3:30PM

Luncheon included

The Center Club

100 Light St # 16

Baltimore, MD 21202

 

HOSTED LOCALLY BY:

Andrew Prevost, President, Mid-Atlantic Retirement – NFP

Tom Cogan, President, Mid-Atlantic Group Benefits – NFP

 

GUEST SPEAKERS:

More TBA!

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

 
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

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 Miami Fiduciary Summit
Sep
17
11:00 AM11:00

2019 Miami Fiduciary Summit

2019_MIAMI_web_banner.png

2019 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 2019 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 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, SEPTEMBER 17th, 2019

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 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

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 Orlando Healthcare and Retirement Plan Summit
Oct
2
11:00 AM11:00

2019 Orlando Healthcare and Retirement Plan Summit

  • The Ritz Carlton Orlando, Grande Lakes (map)
  • Google Calendar ICS
2019_ORLANDO_web_banner.png

2019 ORLANDO

HEALTHCARE AND RETIREMENT PLAN 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 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.

 

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:

TBA!

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

 

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

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 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

1 University Square Dr,

Princeton, NJ 08540

 
 

HOSTED LOCALLY BY:

Jamie GreenleafLead Advisor, Principal – Cafaro Greenleaf

Brian Clark, Managing Director –  Cafaro Greenleaf

LOCAL GUEST SPEAKERS:

More To Be Announced!

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) 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 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), 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

Lazard Asset Management

30 Rockefeller Plaza – 64th Floor

New York, NY 10112

 
 

LOCAL EXPERTS:

Bob Scherzer  ,  Managing Director – Pensionmark

Bob Scherzer,

Managing Director – Pensionmark

Sergio Sardera  ,  VP Senior Consultant – Pensionmark

Sergio Sardera,

VP Senior Consultant – Pensionmark

 

GUEST SPEAKERS:

Jim LydayManaging Director – Pensionmark

Michael Salerno, Founder – Northeast Professional Planning Group (NPPG)

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

Diane Wasser, Partner, Employee Benefit Plan Audits – EisnerAmper

 

DISCUSSION TOPICS:

  • Convergence of Healthcare & Retirement & HSAs

  • 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

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

2019 New England Fiduciary Summit

temp 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

Location TBA!

 

HOSTED LOCALLY BY:

To Be Announced!

 

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

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

2019 San Diego Healthcare & Retirement Plan Summit

temporary banner.png

2019 SAN DIEGO

FIDUCIARY 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

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 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

JOIN US IN AUSTIN!

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

 

THURSDAY MAY 16th, 2019

11:00AM - 3:30PM

Luncheon included

{ VIEW AGENDA }

The University of Texas Club

2108 Robert Dedman Dr - 6th Floor

Austin, TX 78712

 

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

JOIN US IN DALLAS!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Dallas 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, MAY 15th, 2019

11:00AM - 3:00PM

Luncheon included

Sheraton Dallas Hotel by the Galleria

4801 Lyndon B Johnson Fwy

Dallas, TX 75244

 

GUEST SPEAKERS:

Rance Buss, Partner - Assurance Services - Weaver

Jason S. Luter, Partner - Drinker Biddle

Elizabeth Allen, VP Benefits Compliance & Counsel  – NFP

More To Be Announced!

HOSTED LOCALLY BY:

kimberly pruitt.jpg
 

Kimberly Pruitt,
Retirement Plan Consultant – NFP

 

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

JOIN US IN SOUTHEAST MICHIGAN!

Southeast Michigan area 401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Southeast Michigan 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, MAY 8th, 2019

8:00AM - 12:00PM

Breakfast included

{See Agenda}

Walsh College

3838 Livernois Rd
Troy, MI 48083

 

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

JOIN US IN MUSIC CITY!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Tennessee 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, APRIL 30th, 2019

11:00AM - 3:30PM

Luncheon included

Richland Country Club,

1 Club Dr.

Nashville, TN 37215

 

GUEST SPEAKERS:

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

LOCAL EXPERT:

JIM+LYDAY.jpg
 

Jim Lyday, Managing Director – Pensionmark

 

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

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 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

JOIN US IN QUEEN CITY!

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

GUEST SPEAKERS:

 

THURSDAY, APRIL 4th, 2019

11:00AM - 3:00PM

Luncheon included

Anderson Pavilion,

8 E Mehring Way, Cincinnati, OH 45202

 
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

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 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

JOIN US IN LOS ANGELES!

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

 

WEDNESDAY, APRIL 3rd 2019

11:00AM - 3:30PM

Luncheon included

The Langham Huntington

1401 S Oak Knoll Ave,

Pasadena, CA 91106

 

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

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 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

JOIN US IN THE BAY AREA!

Bay Area 401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Silicon Valley 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.

 

HOSTED LOCALLY BY:

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!

TUESDAY, MARCH 26th, 2019

11:00AM - 3:00PM

Luncheon included

Santa Clara Marriott

2700 Mission College Boulevard
Santa Clara, CA 95054

 
 

NATIONAL GUEST SPEAKERS:

John Casey  , Global Head of Benefits – Google

John Casey, Global Head of Benefits – Google

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

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

 

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

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 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:

 
 

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

More 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

REASONS TO ATTEND:

  • Gain Confidence About Fiduciary Responsibilities

  • Measure, evaluate and benchmark your current plan

  • Maintain ERISA compliance

  • Discover new ideas and insider tools

  • Get clarity and direction on best practices

  • Improve Employee outcomes

  • Access Executive Benefits classes and Plan Sponsor training

  • Network with Peers and Industry Leaders

 

EVENT DETAILS:

TUESDAY, MARCH 12th 2019

11:00AM - 3:00PM

Luncheon included

JP Morgan Chase Building
560 Mission St., 20th Floor,
San Francisco, CA 94105

 
 
 

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

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 SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

View Event →
2019 Seattle Fiduciary Summit
Mar
5
11:00 AM11:00

2019 Seattle Fiduciary Summit

2019_SEATTLE_web_banner.png

2019 SEATTLE FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANK YOU FOR JOINING US IN THE EMERALD CITY!

A total of 70 Western Washington 401(k), 403(b), and Retirement Plan Sponsors came together for the 2019 Seattle Fiduciary Summit, representing 45 qualified plans and over $15 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:

 

Local Guest Speakers:

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

Bill Small,

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

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

Dave Rowe,

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

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

David Mann,

Senior Consultant – Highland Capital Advisors (Issaquah, WA)

Shawn Hansen,    CPA and Shareholder - Clark Nuber

Shawn Hansen,

CPA and Shareholder - Clark Nuber

 
Sharad Vasanth  , Vice President – BlackRock

Sharad Vasanth, Vice President – BlackRock

Sasha Franger  , Director of Thought Leadership – Empower Retirement

Sasha Franger, Director of Thought Leadership – Empower Retirement

William D. Whitman, Attorney - Thorson Barnett & McDonald, P.C.

 
 

Event Details:

TUESDAY, MARCH 5th, 2019

11:00AM - 3:00PM

Luncheon included

Washington Athletic Club

1325 Sixth Avenue
Seattle, WA 98101

View Full Agenda

WHO CAN BENEFIT:

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

  • Plan Fiduciaries, Committee Members, and Business Owners

  • Professionals Seeking HR and Benefits Administration Training

  • CFO and Finance Professionals

DISCUSSION TOPICS:

  • What You Need to Know As a Fiduciary for 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 Round Tables

CERTIFIED CE CREDIT:

  • 3 Hours of CPE/CPA Credit

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

  • 3 Hours of SHRM Professional Development Credits (PDCs)

  • CEBS Eligible

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
 

2020 Pre-Registration

*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 450-1559
 
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 →
2018 New England Summit
Nov
6
8:00 AM08:00

2018 New England Summit

temp web banner.png

2018 NEW ENGLAND FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANKS FOR JOINING US IN 2018!

401(k), 403(b), and Retirement Plan Sponsors gathered for the 2018 New England Fiduciary Summit. The summit was an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2018 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, NOVEMBER 6th, 2018

8:00AM - 12:00PM

Luncheon included

Gillette Stadium

1 Patriot Place

Foxborough, MA 02035

HOSTED LOCALLY BY:

William Horn, AIF (R), CRPS (R), PPC (R) – Retirement & Benefit Partners

Michael Devlin, Principal – BCG Pension Risk Consultants

LOCAL GUEST SPEAKERS:

John C. Bletzer, Partner – Caron & Bletzer, PLLC

Jonathan Flitter, Of Counsel – Maselan & Jones, P.C.

More To Be Announced!

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
 
RPRS_XGS.png
 
 
 
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 →
2018 Long Island Summit
Oct
24
11:00 AM11:00

2018 Long Island Summit

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2018 LONG ISLAND FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANKS FOR JOINING US IN 2018!

401(k), 403(b), and Retirement Plan Sponsors gathered for the 2018 Long Island Fiduciary Summit. The summit was an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2018 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.

WEDNESDAY, OCTOBER 24th, 2018

11:00AM - 3:00PM

Luncheon included

Adelphi University

1 South Ave

Garden City, NY 11530

HOSTED LOCALLY BY:

Mike Falcone, Vice President – NFP Retirement Division

Allison Kaylor-Flink, VP ERISA Consulting – NFP Retirement

LOCAL GUEST SPEAKERS:

John Eusanio, CPA, CGMA, Partner – Citrin Cooperman

Elizabeth Allen, VP, Benefits Compliance, Counsel – NFP

Tony Greene, Senior Vice President Business Development – NFP Executive Benefits

More To Be Announced!

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
 
RPRS_XGS.png
 
 
 
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 →
2018 New York Summit
Oct
23
11:00 AM11:00

2018 New York Summit

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2018 NEW YORK FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANKS FOR JOINING US IN 2018!

401(k), 403(b), and Retirement Plan Sponsors gathered for the 2018 New York Fiduciary Summit. The summit was an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2018 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, OCTOBER 23rd, 2018

11:00AM - 3:00PM

Luncheon included

Lazard Asset Management

30 Rockefeller Plaza – 64th Floor

New York, NY 10112

HOSTED LOCALLY BY:

Bob Scherzer, Managing Director – Pensionmark

Sergio Sardera, VP Senior Consultant – Pensionmark

LOCAL GUEST SPEAKERS:

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

Jim Lyday, Managing Director – Pensionmark

Michael Salerno, Founder – Northeast Professional Planning Group (NPPG)

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

Diane Wasser, Partner, Employee Benefit Plan Audits – EisnerAmper

Kate Post, Principal FSO – Forrest Solutions

More To Be Announced!

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
 
RPRS_XGS.png
 
 
 
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 →
2018 Orlando Summit
Oct
4
11:00 AM11:00

2018 Orlando Summit

  • The Ritz-Carlton Orlando, Grande Lakes (map)
  • Google Calendar ICS
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2018 ORLANDO FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANKS FOR JOINING US IN 2018!

401(k), 403(b), and Retirement Plan Sponsors gathered for the 2018 Orlando Fiduciary Summit. The summit was an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2018 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.

THURSDAY, OCTOBER 4th, 2018

11:00AM - 3:00PM

Luncheon included

The Ritz-Carlton Orlando, Grande Lakes

4012 Central Florida Pkwy

Orlando, FL 32837

HOSTED LOCALLY BY:

Jamie Hayes, QPFC, C(k)P, AIF(r), Partner and Consultant of FiduciaryFirst

LOCAL GUEST SPEAKERS:

Irene McNutt, Shareholder and Audit Partner at Vestal & Wiler, CPAs

Plan Sponsor Executives from Top Companies AAA, Ripley Entertainment, and City of Winter Park

John Choate, Former Navy SEAL and Founder of Procinctu Group

More To Be Announced!

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
 
RPRS_XGS.png
 
 
 
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 →
2018 New Jersey Summit
Oct
3
11:00 AM11:00

2018 New Jersey Summit

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2018 NEW JERSEY FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANKS FOR JOINING US IN 2018!

401(k), 403(b), and Retirement Plan Sponsors gathered for the 2018 New Jersey Fiduciary Summit. The summit was an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2018 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.

WEDNESDAY, OCTOBER 3th, 2018

11:00AM - 3:00PM

Luncheon included

Pleasantdale Chateau

757 Eagle Rock Ave

West Orange, NJ 07052

HOSTED LOCALLY BY:

Jamie GreenleafLead Advisor, Principal – Cafaro Greenleaf

Brian Clark, Managing Director –  Cafaro Greenleaf

Darrell Pisarra, Senior Plan Consultant –  Cafaro Greenleaf

LOCAL GUEST SPEAKERS:

Elizabeth Harper, Director of Quality Control and EBP Audit Group – Sobel & Co LLC

Melissa Kurtzman, Co-Chair, Employee Benefits Practice Group – Littler

More To Be Announced!

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
 
RPRS_XGS.png
 
 
 
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 →
2018 Columbus Summit
Sep
27
8:00 AM08:00

2018 Columbus Summit

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2018 COLUMBUS FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANKS FOR JOINING US IN 2018!

401(k), 403(b), and Retirement Plan Sponsors gathered for the 2018 Columbus Fiduciary Summit. The summit was an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2018 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.

THURSDAY, SEPTEMBER 27th, 2018

8:00AM - 12:30PM

Luncheon included

New Albany Country Club

1 Club Lane

New Albany, OH 43054

HOSTED LOCALLY BY:

James D. Robison, AIF® Managing Principal – White Oak Advisors, LLC

Richard C Clouse, Jr., CRPS©, AIF®, C(k)P® Practice Leader – White Oak Advisors

LOCAL GUEST SPEAKERS:

Seth Hanft, Partner – Porter Wright

Tiffany White, CPA, Shareholder – Clark Schaefer Hackett

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

More To Be Announced!

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
 
RPRS_XGS.png
 
 
 
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 →
2018 New Orleans Healthcare & Retirement Plan Summit
Sep
12
11:00 AM11:00

2018 New Orleans Healthcare & Retirement Plan Summit

  • The Ritz-Carlton New Orleans (map)
  • Google Calendar ICS
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2018 NEW ORLEANS

HEALTHCARE & RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANKS FOR JOINING US IN 2018!

401(k), 403(b), and Retirement Plan Sponsors gathered for the 2018 New Orleans Fiduciary Summit. The summit was an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2018 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.

WEDNESDAY, SEPTEMBER 12th, 2018

11:00AM - 3:30PM

Luncheon included

The Ritz-Carlton New Orleans

921 Canal St

New Orleans, LA 70112

HOSTED LOCALLY BY:

Marcel J. Dupré, Senior Plan Advisor, JD, MBA – NFP

Chris Ciesielski, Managing Director – NFP Corporate Services

LOCAL GUEST SPEAKERS:

Timothy Brechtel, Partner – Jones Walker LLP

Kyle Cook, CPA, Partner – Hannis T. Bourgeois, LLP

Hilton Bell, Partner – Milling Benson Woodward LLP

Tony Greene, Senior Vice President Business Development – NFP Executive Benefits

Michael Hecht, President & CEO – Greater New Orleans, Inc

Paula Wims, Consultant – NFP Rx Solutions

Glen Smyth, RPh, Clinical Advisor, Specialty Solutions – CVS Health

More To Be Announced!

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
 
RPRS_XGS.png
 
 
 
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 →
2018 Cincinnati Fiduciary Summit
Aug
14
11:00 AM11:00

2018 Cincinnati Fiduciary Summit

2018 CINCINNATI FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANKS FOR JOINING US IN 2018!

401(k), 403(b), and Retirement Plan Sponsors gathered for the 2018 Cincinnati Fiduciary Summit. The summit was an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit was a stop on the 2018 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, AUGUST 14th, 2018

11:00AM - 3:00PM

Luncheon included

Anderson Pavilion

8 E Mehring Way

Cincinnati, OH 45202

 

HOSTED LOCALLY BY:

Michael Morris, Managing Director – Pensionmark Financial Group

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

LOCAL GUEST SPEAKERS:

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

Sarah Lowe, Member – Frost Brown Todd LLC

Alison Stemler, Member – Frost Brown Todd LLC

More To Be Announced!

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
 
RPRS_XGS.png
 
 
 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management