Retirement Plan Leaders Gather for the Fiduciary Fiesta

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

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The 2012 Fiduciary Fiesta provides fiesta-like fun and fulfillment without the hangover the next day

401(k) Advisors Arizona ( announced today they are hosting the third annual Phoenix Fiduciary Fiesta on Wednesday, May 2, 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.

“As the third annual Fiduciary Fiesta, we look to continuously improve the value add offered by keynote speakers and partners. This group of professional advisors provides the strategic framework to offer an excellent retirement plan and overall employee focused benefit,” said Fiesta host and managing director of 401(k) Advisors- Arizona, John L. Scott. “The 2012 Fiduciary Fiesta provides fiesta-like fun and fulfillment without the hangover the next day.”

The Fiduciary Fiesta is hosted by John L. Scott, managing director of 401 (k) Advisors – Arizona, one of Arizona’s preeminent advisory firms. An industry leader for more than thirty years, Scott has been recognized as one of the nation’s Top Forty Advisors and is a founding Lecturer for the Retirement Advisor University at the UCLA Anderson School of Business. He also serves as an Executive Member of the BrightScope Advisory Council.

Additionally, the Summit features keynote speakers including Eric Sholberg, CPA, AIF, Director of Individual Services at 401k Advisors Arizona, David Donaldson, president of ERISA SMART and former Senior Department of Labor investigator, Anne M. Meyer, Partner at Snell & Wilmer, and T. Andrew Fujimoto, CEO of AmeriBen/IEC Group.

The Fiduciary Fiesta will be held at The Ritz-Carlton Phoenix on May 2, 2012 from 11 a.m. to 2 p.m. For more information about the conference or to RSVP, please contact Jon Freye at jfreye(at) or at (619) 795-3920.

About 401k Advisors – Arizona

401k Advisors – Arizona is part of 401k Advisors, a qualified retirement plan consulting company whose services help protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants. As fiduciaries, the 401k Advisors team maximizes retirement plan outcomes by increasing investment performance, reducing plan expenses, improving plan efficiency, and helping sponsors to meet ERISA compliance requirements.
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.

About Xponential Growth Solutions

Xponential Growth Solutions ( provides matchmaking services for the retirement plan industry partnering with forward thinking plan sponsors, industry leading advisors and service providers. XGS training and educational summit opportunities present a forum to empower sponsors to help America reach their retirement goals one retirement plan at a time.

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