2019 Seattle Fiduciary Summit
Mar
5
11:00 AM11:00

2019 Seattle Fiduciary Summit

2019 seatte_web_banner.png

2019 SEATTLE FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN THE EMERALD CITY!

Western Washington 401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Seattle 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, MARCH 5th, 2019

11:00AM - 3:00PM

Luncheon included

Washington Athletic Club

1325 Sixth Avenue
Seattle, WA 98101

 
 

HOSTED LOCALLY BY:

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)

LOCAL GUEST SPEAKERS:

 
Shawn Hansen,    CPA and Shareholder - Clark Nuber

Shawn Hansen,

CPA and Shareholder - Clark Nuber

 

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
 

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

2019 San Francisco Fiduciary Summit

2019_sanfrancisco_web_banner.png

2019 SAN FRANCISCO 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 San Francisco 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.

HOSTED LOCALLY BY:

Blake A. Thibault ,   Managing Director at Heffernan Financial Services

Blake A. Thibault,

Managing Director at Heffernan Financial Services

John Clark ,   Vice President & Advisor at Heffernan Financial Services

John Clark,

Vice President & Advisor at Heffernan Financial Services

 

TUESDAY, MARCH 12th, 2019

11:00AM - 3:00PM

Luncheon included

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

 
 

LOCAL GUEST SPEAKERS:

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

Ryan Sullivan, Managing Director, Strategic Markets – Hartford Funds

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 Through Successful Plan Design

  • Through the Eyes of a Former Senior DOL Investigator

  • Washington Legislative Updates

  • Financial Wellness

  • MIT Age Lab

  • Ask the Expert – Local Professional Panel

  • RFI & RFP Best Practices

  • More 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

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

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_XGS.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 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 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.

 

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

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

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

 
 
X-logo Big Transparent Glow PNG.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
2
11:00 AM11:00

2019 Cincinnati Fiduciary Summit

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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 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.

GUEST SPEAKERS:

 

TUESDAY, APRIL 2nd, 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

Jim Lash  , President – Hylant Cincinnati

Jim Lash, President – Hylant Cincinnati

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

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

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

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_XGS.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

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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 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.

 

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 Exectuive, Corporate Services - NFP

David Babikan,

Senior Account Exectuive, Corporate Services - NFP

 

GUEST SPEAKERS:

Tony Greene, SVP Executive Benefits

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

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

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

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_XGS.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 Tennessee Healthcare & Retirement Plan Fiduciary Summit
Apr
30
11:00 AM11:00

2019 Tennessee Healthcare & Retirement Plan Fiduciary Summit

2019_TENNESSEE_web_banner.png

2019 TENNESSEE

HEALTHCARE AND RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN TENNESSEE!

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

11:00AM - 3:30PM

Luncheon included

Hillwood Country Club,

6201 Hickory Valley Road

Nashville, TN 37205

 

GUEST SPEAKERS:

To Be Announced!

HOSTED LOCALLY BY:

Jim-Lyday_edited-e1509749562794.png
 

Jim Lyday, Managing Director – Pensionmark

 

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

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

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_XGS.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 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 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.

 

WEDNESDAY, MAY 15th, 2019

11:00AM - 3:00PM

Luncheon included

The Westin Galleria Dallas

13340 Dallas Pkwy,

Dallas, TX 75240

 

GUEST SPEAKERS:

To Be Announced!

HOSTED LOCALLY BY:

kimberly pruitt.jpg
 

Kimberly Pruitt,
Retirement Plan Consultant – NFP

 

DISCUSSION TOPICS:

  • Convergence of Healthcare & Retirement

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

  • Holistic Benefit Strategies

  • Financial Wellness: The Secret to Employee Engagement

  • Tailored Rx Solutions to Improve Quality & Manage Costs

  • 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

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

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_XGS.png
 

Register Now

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

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

ATTENDANCE POLICY:

The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND REFUNDS:

If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

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

2019 Austin Healthcare and Retirement Plan Summit

2019_AUSTIN_web_banner.png

2019 AUSTIN

HEALTHCARE AND RETIREMENT PLAN SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

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 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.

HOSTED LOCALLY BY:

 

THURSDAY MAY 16th, 2019

11:00AM - 3:30PM

Luncheon included

The Universioty of Texas Club

2108 Robert Dedman Dr - 6th Floor

 
 
allison+kaylor+flink.jpg
 

Allison Kaylor-Flink, VP ERISA Consulting – NFP Retirement

 

GUEST SPEAKERS:

Speaker 3

Company, Title

 

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

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

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

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_XGS.png
 

Register Now

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

Ready for the next step?

 

Make the Most of Your Event

Review our plan sponsor welcome guide

Review Your Plan Now

Receive a no obligation complementary review

 
edited.jpg

2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

ATTENDANCE POLICY:

The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)

CANCELLATIONS AND REFUNDS:

If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

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

2019 Long Island Fiduciary Summit

2019_LONG_ISLAND_web_banner.png

2019 LONG ISLAND FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

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 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.

HOSTED LOCALLY BY:

 

TUESDAY, MAY 21st, 2019

11:00AM - 3:00PM

Luncheon included

Adelphi University

1 South Ave, Garden City, NY 11530

 
 
allison kaylor flink.jpg
 

Allison Kaylor-Flink, VP ERISA Consulting – NFP Retirement

 

GUEST SPEAKERS:

TBA!

 

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

  • 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

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

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_XGS.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

1200px-Philadelphia_from_South_Street_Bridge_July_2016_panorama_3b.jpg

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 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.

HOSTED LOCALLY BY:

 

TUESDAY, JULY 23rd, 2019

11:00AM - 3:00PM

Luncheon included

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

 
 
Mike Falcone  , Vice President – NFP Retirement Division

Mike Falcone, Vice President – NFP Retirement Division

 

GUEST SPEAKERS:

TBA!

 

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

  • 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

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

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_XGS.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), and Retirement Plan Sponsors are gathering for the 2019 Atlanta Healthcare and Retirement Plan 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.

THURSDAY, JULY 25th, 2019

9:30AM - 2:30PM

Luncheon included

SunTrust Park

755 Battery Avenue Southeast

Atlanta, GA 30339

 
 

HOSTED LOCALLY BY:

Gregory Fiore  ,  Managing Partner at Clearview Advisory in Atlanta

Gregory Fiore,

Managing Partner at Clearview Advisory in Atlanta

Susan Harris,    Managing Partner - Ironwood Insurance

Susan Harris,

Managing Partner - Ironwood Insurance

Mark Watson,    Managing Partner - Ironwood Insurance

Mark Watson,

Managing Partner - Ironwood Insurance

LOCAL GUEST SPEAKERS:

Anne Morris, Principal, Audit – Windham Brannon

Ilene Ferenczy, ERISA Attorney & Managing Partner – Ferenczy Benefits Law

Tara Johnson, Vice President Student Debt Account Executive – Fidelity

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:

  • 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
 

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 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 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, OCTOBER 22nd, 2019

10:30AM - 3:00PM

Luncheon included

Lazard Asset Management

30 Rockefeller Plaza – 64th Floor

New York, NY 10112

 
 

HOSTED LOCALLY BY:

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

  • Business Owners and Fiduciaries

  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

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_XGS.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 →

2018 New England Summit
Nov
6
8:00 AM08:00

2018 New England Summit

edited.jpg

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

edited.jpg

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

edited.jpg

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
edited.jpg

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

edited.jpg

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

edited.jpg

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
edited.jpg

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

 

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 Houston Summit
Jul
25
11:00 AM11:00

2018 Houston Summit

  • Houstonian Hotel - Grande 1 Ballroom – Main Lobby Floor (map)
  • Google Calendar ICS
edited.jpg

2018 HOUSTON 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 Houston 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, JULY 25th, 2018

11:00AM - 3:30PM

Luncheon included

Houstonian Hotel - Grande 1 Ballroom – Main Lobby Floor

111 N Post Oak Ln

Houston, TX 77024

LOCAL GUEST SPEAKERS:

Matt Arnoult, VP – Alliant Retirement Consulting

Calvin Upton, CPA & Audit Senior Manager – Briggs & Veselka Co.

Sean Waggoner, EVP & Practice Leader – Alliant Retirement Consulting

Michael Abbott, Partners & ERISA Attorney – Foley & Lardner LLP

Patrick Delaney, VP Retirement Insights Leader – T. Rowe Price

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 Philadelphia Summit
Jul
24
11:00 AM11:00

2018 Philadelphia Summit

edited.jpg

2018 PHILADELPHIA 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 Philadelphia 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, JULY 24th, 2018

11:00AM - 3:30PM

Luncheon included

The Inn at Villanova University

601 County Line Road

Radnor, PA 19087

HOSTED LOCALLY BY:

Mike Falcone, Vice President – NFP Retirement Division

LOCAL GUEST SPEAKERS:

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 Atlanta Summit
Jul
17
9:00 AM09:00

2018 Atlanta Summit

2018 ATLANTA 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 Atlanta 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, JULY 17th, 2018

9:00AM - 2:00PM

Luncheon included

SunTrust Park

755 Battery Avenue Southeast

Atlanta, GA 30339

HOSTED LOCALLY BY:

Gregory Fiore, Managing Partner at Clearview Advisory in Atlanta

LOCAL GUEST SPEAKERS:

John Choate, Former NAVY SEAL & Founder of Procinctu Group

Anne MorrisPrincipal, Audit – Windham Brannon

Ilene Ferenczy, ERISA Attorney & Managing Partner – Ferenczy Benefits Law

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 Dallas Summit
May
17
11:00 AM11:00

2018 Dallas Summit

  • DoubleTree North Dallas Hotel, Near Galleria (map)
  • Google Calendar ICS
edited.jpg

2018 DALLAS 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 Dallas Healthcare & Retirement Plan 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, MAY 17th, 2018

11:00AM - 3:30PM

Luncheon included

DoubleTree North Dallas Hotel, Near Galleria

4099 Valley View Ln

Farmers Branch, TX 75244


HOSTED LOCALLY BY:

Allison Kaylor-Flink,  VP ERISA Consulting – Retirement – NFP

Kevin Brown, Managing Director, Healthcare & Benefits – NFP

Kimberly Pruitt, Retirement Plan Consultant – NFP

John Livingston, Retirement Plan Consultant – NFP

LOCAL GUEST SPEAKERS:

Paul Morris, Audit Manager – Whitley Penn

Elizabeth Allen, VP Benefits Compliance & Counsel  – NFP

Chris Gerritz, Co-Founder – Infocyte

Heidi Cottle, Managing Director – World Health – NFP

Dave Mallen, VP – Health Joy

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 Southeast Michigan Summit
May
9
8:00 AM08:00

2018 Southeast Michigan Summit

edited.jpg

2018 SOUTHEAST MICHIGAN 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 Southeast Michigan 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, MAY 9th, 2018

8:00AM - 12:30PM

Luncheon included

Walsh College

3838 Livernois Road

Troy MI, 48083

HOSTED LOCALLY BY:

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

David Anderson, AIF, Partner – SHA Retirement Group

LOCAL GUEST SPEAKERS:

Julie Killian, Director of Assurance – Clayton & McKervey

Robert Vogelei, Partner – Cambridge Consulting Group

Daniel Darby, Managing Director – MassMutual

Paul Shahrokhi, Vice President Client Relationship Management – American Century Investments

Alan Pitts & Nicole Ceurvorst, Partners – Channel Pension Services

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 Maryland Summit
May
8
11:00 AM11:00

2018 Maryland Summit

edited.jpg

2018 MARYLAND 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 Maryland Healthcare & Retirement 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, MAY 8th, 2018

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

LOCAL GUEST SPEAKERS:

Ben Grosz, Tax & Benefits Attorney – Ivins, Phillips & Barker

Jen Amato, Director – SC&H Group

Jim Jenkins, Director – SC&H 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 Miami Summit
May
3
11:00 AM11:00

2018 Miami Summit

edited.jpg

2018 MIAMI 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 Miami 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, MAY 3rd, 2018

11:00AM - 3:00PM

Luncheon included

The Biltmore Hotel Miami

1200 Anastasia Ave.

Coral Gables, FL 33134

HOSTED LOCALLY BY:

Brett Shofner, President at Work Plan Retire

LOCAL GUEST SPEAKERS:

Eric Grant, CPA & Benefit Plan Services Manager – Crowe Horwath LLP

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

Roberta Watson, Partner – Wagner Law Group

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
 
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 Austin Summit
May
2
11:00 AM11:00

2018 Austin Summit

edited.jpg

2018 AUSTIN 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 Austin Healthcare & Retirement Plan 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, MAY 2nd, 2018

11:00AM - 3:30PM

Luncheon included

AT&T Conference Center Austin

1900 University Ave

Austin, TX 78705


HOSTED LOCALLY BY:

Allison Kaylor-Flink,  VP ERISA Consulting – Retirement – NFP

Kevin Brown, Managing Director, Healthcare & Benefits – NFP

Kimberly Pruitt, Retirement Plan Consultant – NFP

LOCAL GUEST SPEAKERS:

Elizabeth Allen, VP Benefits Compliance & Counsel  – NFP

Tony Greene, SVP Executive Benefits -NFP

Chris Gerritz, Co-Founder – Infocyte

Heidi Cottle, Managing Director – World Health – NFP

Dr. Mark Tomsulo, Founder & CMO – PeakMed

Brian Astrachan, Development Manager – Health Joy

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 Tennessee Summit
Apr
24
11:00 AM11:00

2018 Tennessee Summit

edited.jpg

2018 TENNESSEE 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 Tennessee 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, MAY 9th, 2018

11:00AM - 3:30PM

Luncheon included

Hillwood Country Club

6201 Hickory Valley Road

Nashville, TN 37205

HOSTED LOCALLY BY:

Jim LydayManaging Director – Pensionmark

LOCAL GUEST SPEAKERS:

Paul Hopkins, Managing Partner – Dixon Hughes Goodman (DHG)

Jay Oliphant, Senior Manager – Dixon Hughes Goodman (DHG)

Douglas Dahl, Member & ERISA Attorney – Bass, Berry & Sims 

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

Alex Dryden,Global Market Strategist – JP Morgan

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 Los Angeles Summit
Apr
5
11:00 AM11:00

2018 Los Angeles Summit

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2018 LOS ANGELES

HEALTHCARE AND 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 Los Angeles Healthcare & Retirement Plan 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, APRIL 5th, 2018

11:00AM - 3:30PM

Luncheon included

The Langham Huntington

1401 S Oak Knoll Ave

Pasadena, CA 91106

HOSTED LOCALLY BY:

John Spach, Managing Director, Retirement – NFP

Vanessa Mitilier, Client Executive, Corporate Benefits – NFP

John Nelson, ERISA Attorney – NFP

Kyle Healey, Vice President Corporate Development – NFP

Tony Donofrey, Senior Design & Consulting Specialist, NFP Executive Benefits

LOCAL GUEST SPEAKERS:

John Russon, CPA & Partner – PensionAssurance

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

Tony Greene, SVP Executive Benefits -NFP

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 Southern California Summit
Mar
22
11:00 AM11:00

2018 Southern California Summit

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2018 SOUTHERN CALIFORNIA 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 Southern California 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, MARCH 22nd, 2018

11:00AM - 3:30PM

Luncheon included

Water Grill South Coast Plaza

3300 Bristol St

Costa Mesa, CA 92626

HOSTED LOCALLY BY:

Lloyd Engleman, Retirement Plan Consultant, Retirement Benefits Group (RBG)

Glenn Cassidy, Retirement Plan Consultant, Retirement Benefits Group (RBG)

Michael Castner, Retirement Plan Consultant, Retirement Benefits Group (RBG)

Gary Josephs, Retirement Plan Consultant, Retirement Benefits Group (RBG)

LOCAL GUEST SPEAKERS:

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

Mike Glaab, CPA & Partner – White Nelson Diehl Evans LLP

Chris Thurin, Regional Managing Principal – OneDigital

Christina Anstett, Director/ERISA Attorney – AXA Distributors, 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

 

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 Seattle Fiduciary Summit
Mar
6
11:00 AM11:00

2018 Seattle Fiduciary Summit

seattle.jpg

2018 SEATTLE FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

THANKS FOR JOINING US IN 2018!

Western Washington 401(k), 403(b), and Retirement Plan Sponsors gathered for the 2018 Seattle 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, MARCH 6th, 2018

11:00AM - 3:00PM

Luncheon included

Columbia Tower Club

701 Fifth Avenue, Columbia Center, 75th Floor

Seattle, WA 98104

 
 

HOSTED LOCALLY BY:

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)

 

LOCAL GUEST SPEAKERS:

Christine Hawkins, Associate at Davis Wright Tremaine, LLP

Shawn Hansen, CPA & Shareholder – Clark Nuber (Bellevue, WA)

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 →