Retirement Plan Leaders Gather for LA Fiduciary Summit

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401(k) Advisors & 403(b) Advisors to Host Conference for Fiduciaries on 401(k) & 403(b) Plans

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We are excited to highlight this collective knowledge and bring together top companies to share participant success stories.

401(k) Advisors & 403(b) Advisors – Los Angeles ( announced today they are hosting the 2012 LA 403(b) & 401(k) Fiduciary Summit on Tuesday, April 17, 2012. The event, part of the 2012 Retirement Plan Road Show Series, is designed for 401(k) and 403(b) plan sponsors, trustees, fiduciaries and retirement benefit plan committee members. The summit will cover everything a fiduciary needs to know for 2012 including: evaluating plan performance, plan fee disclosure changes, engaging case studies and assessing cost analysis and service providers.Industry experts include Plan Sponsor Executives from Top Local Southern California Based Organizations & Companies including Red Bull North America, Oaks Christian School, United Talent Agency and the United Cerebral Palsy Association- Los Angeles.

"The industry is always changing and it is important for fiduciaries to not only understand requirement updates but also hear about new ways to improve their plans,” said Summit host and managing director of 401(k) Advisors & 403(b) Advisors- Los Angeles, John Spach. "We are excited to highlight this collective knowledge and bring together top companies to share participant success stories.”

Managing director John Spach hosts the Summit. In addition to being an industry leader, Spach was recognized by Plan Sponsor magazine in 2011 as one of the five finalists for Advisor of the Year. He is one of the founding lecturers of The Retirement Advisor University at the Anderson School at UCLA and was voted by his peers as one of the “Top 40 Advisors” in the country in 2009, 2010, and 2011.

Additionally, the Summit features a professional advisor panel including David Donaldson, president of ERISA SMART and former Senior Department of Labor investigator, Jeremy Pelphrey, attorney at Brucker&Morra, APC and Bill Warburton, partner at Holthouse Carlin & Van Trigt LLP.

The Summit will be held at The Luxe Sunset Boulevard Hotel on April 17, 2012 from 11 a.m. to 2 p.m. The conference is limited to the first 50 plan sponsors. The 2012 LA 403(b) & 401(k) Fiduciary Summit is approved for 3 CPE/CPA Credits and 2.5 HRCI/SPHR/ PHR/GPHR General Credits. For more information about the conference or to RSVP, please contact Jon Freye at or at (619) 795-3920.

About 401(k) Advisors
401(k) Advisors provides independent retirement plan consulting services to major and mid-sized private and institutional plan sponsors, and currently oversees over $14 billion in assets under advisement. The firm is recognized for best practices in retirement planning, investment due diligence, vendor service and fee benchmarking, compliance processes, and education for sponsors and participants. For more information, log onto

401(k) Advisors: 120 Vantis, Suite 400, Aliso Viejo, CA 92656 949.460.9898 / 800.959.0071 /
Securities offered through Financial Telesis, Inc. Investment Advisory Services offered through 401(k) Advisors. Financial Telesis, Inc. is not an affiliate of 401(k) Advisors.

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Jon Freye
X Growth Solutions
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