Utah 401(k), 403(b), and Retirement Plan Leaders Gather for the 2013 Utah Fiduciary Summit

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Xponential Growth Solutions and FirstWest Retirement Services announce the Utah Fiduciary Summit, on November 13, 2013 at Tanner LLC in Salt Lake City. The Summit is part of the Retirement Plan Roadshow, a national series of educational workshops designed for 401(k), 403(b), and retirement plan sponsors, trustees, and fiduciaries.

Utah Fiduciary Summit

"The lack of retirement readiness continues to be a focus of concern...attendees of the Fiduciary Summit will receive valuable insight on how employers are creating better retirement plan outcomes today.

The 2013 Utah Fiduciary Summit is one of the nation's top educational events featuring local and national expertise and diverse plan sponsors discussing best practices and evaluation strategies. The summit focuses on empowering local HR, Finance and Business Professional plan sponsors with best practices and benchmark tools to measure their retirement plan success and improve participant outcomes.

Addressing the timeliness of the summit, Jeff Scott, VP of Retirement Plans at FirstWest Retirement Solutions, emphasized, “the lack of retirement readiness continues to be a focus of concern for employers, employees, and Federal, State, and Local Governments from a social perspective. Research continues to prove that saving through the workplace is the most successful means for retirement savings in this country. Many employees however simply don’t understand how to determine whether they are doing enough to replace their income in retirement. Attendees of the Fiduciary Summit will receive valuable insight on what the Federal Government is thinking and how employers are creating better retirement plan outcomes today.”

The summit will also feature special guest speaker Todd McKinnon - Partner at Tanner LLC. Todd has experience serving a variety of public and private companies as well as significant experience with SEC financial reporting and handling multi-location engagements. Speaking alongside Todd will be David C. John - Senior Strategic Policy Advisor at the AARP Public Institute. The Summit will include a panel of local executive plan sponsors discussing case studies and success stories.

The 2013 Utah Fiduciary Summit will be the 16th stop of the Retirement Plan Roadshow and will be held at Tanner LLC on November 13th, 2013 from 11:00 AM to 2:00 PM (lunch served). The 2013 Utah Fiduciary Summit is approved for 3 CPE/CPA Credits and 2.5 HRCI/SPHR/PHR/GPHR General Credits. Seating is limited and local plan sponsors will receive priority registration with a waived $150 registration fee.View additional details and registration here.

About FirstWest Retirement Services
FirstWest Retirement Solutions is a fiduciary advisory and retirement plan consulting services provider. Serving the Qualified and Non-Qualified retirement Plan marketplace, FirstWest’s business objective is to help employers architect successful retirement plans that create sustainable retirement income and security for employees in retirement.

About Xponential Growth Solutions
Xponential Growth Solutions (XGS) unites 401(k), 403(b) and retirement plan sponsors with elite resources and exclusive connections. Through research, fiduciary summits, and industry expertise, they help the nation’s retirement plan sponsors, fiduciaries, and trustees evaluate their plan and navigate the retirement plan industry. Working to help America reach their retirement goals one retirement plan at a time, XGS also founded the Retirement Plan Roadshow, a national series of fiduciary educational summits dedicated to human resources, finance and business professionals in charge of America's 401(k), 403(b), and retirement plans.

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Jon Freye
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