Wisconsin Retirement Plan Sponsors and Business Executives Gather for the 2013 Wisconsin Fiduciary Festival hosted by 401(k) Advisors

Share Article

401(k) Advisors and Xponential Growth Solutions just announced that they will be presenting the 2013 Wisconsin Fiduciary Festival taking place in Madison, Wisconsin on June 13th. The festival marks the eighth stop on the 2013 Retirement Plan Roadshow; a national series of educational summits designed for 401(k), 403(b), and retirement plan sponsors, trustees, fiduciaries and retirement plan benefit committee members.

2013 Wisconsin Fiduciary Festival

We are pleased to bring together retirement plan leaders to exchange candid stories of success and discussions of best practices. This Festival will be both informative and inspirational for participants.

Providing Human Resources & Finance professionals, Plan Administrators, Trustees and Business Owners insight toward retirement success, Xponential Growth Solutions and 401(k) Advisors teamed up to host the 2013 Wisconsin Fiduciary Festival - part of the Retirement Plan Roadshow. “We are pleased to bring together retirement plan leaders to exchange candid stories of success and discussions of best practices," said Todd Lohman, Managing Director of 401(k) Advisors. “This Festival will be both informative and inspirational for participants and we are really looking forward to the event.” Lohman joined 401(k) Advisors in 2007 bringing with him over 18 years of experience in corporate retirement plan consulting and client relationship management.

Topics covered at the Wisconsin Fiduciary Festival include: the link between retirement and healthcare, most common fiduciary mistakes, updates on the current regulatory environment, retirement best practices to expect from service providers. A professional panel will also be discussing strategies for improving participant outcomes, best practices for your plan and future expectations for fiduciaries.

Guests will consist of a diverse group of Finance, Human Resources, and Business professionals. The keynote speakers include:
Todd Lohman- Managing Director, 401(k) Advisors-Midwest
Robb Hill- Director of New Business, 401(k) Advisors-Midwest
Brad Harrison- Managing Director, MassMutual

The 2013 Wisconsin Fiduciary Festival will be held at the Madison Club on June 13th, 2013 from 11 AM to 3 PM (Lunch Served). The festival is approved for 3 hours of CPA/CPE Credit and 3 HRCI/SPHR/PHR/GPHR General Credits. Seating is limited and priority registration with a waived $150 registration fee is available for qualified plan sponsors who register before June 1st. For additional details and registration information click here.

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 $17 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.

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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jon Freye
Follow us on
Visit website