In today’s litigious environment, carrying out one’s fiduciary responsibilities in a prudent and well-documented manner is as critical as ever before.
Philadelphia, PA (PRWEB) June 28, 2013
Coming to the Avenue of the Arts, the 2013 Philadelphia Fiduciary Summit invites proactive retirement plan sponsors, human resources/finance executives, trustees and business owners in the greater Philadelphia area to discuss and listen in on improvements and adjustments to all employee retirement plans. Hosts, 401(k) Advisors- East Region and Xponential Growth Solutions, have gathered an executive panel and keynote speakers to discuss interactive benchmarking/analysis, fiduciary regulations, healthcare benefits and local case studies and success stories.
Mike Falcone, Senior Plan Consultant and Managing Director of 401(k) Advisors-East Region, reiterates, “In today’s litigious environment, carrying out one’s fiduciary responsibilities in a prudent and well-documented manner is as critical as ever before. This summit will focus on two areas which are currently under extreme scrutiny – plan fees and target date funds – and will offer practical approaches to follow to ensure you are meeting your fiduciary obligation, and ultimately doing things with the best interests of your plan’s participants and beneficiaries in mind.” Falcone will be speaking alongside two other keynote speakers: Gregory J. Fox, partner of Montgomery McCracken Walker & Rhoads LLP, and Donna M. Massanova, partner of ParenteBeard LLC. Falcone joined 401(k) Advisors in 2007 with 25 years of in-depth experience in qualified plan design, administration, funding and participant communication. He has also lead multiple full-day tutorials on Fiduciary Best Practices, making him an accomplished trainer and popular speaker.
Insights on fiduciary management and governance - including case studies and success stories, as well as what every fiduciary need to know for 2013 will be presented by 401(k) Advisors. The 2013 Philadelphia Fiduciary Summit will also include keynote speakers sharing their expertise on a wide array of relevant topics. Shelby George, ERISA Attorney & Benefits Market Strategist at Manning & Nappier will examine the convergence of healthcare, benefits and retirement plans. The event will feature a target date fund expert panel comprised of: Hal Bjornson - Executive Director, Defined Contribution Strategist at JP Morgan Asset Management, James P. Lauder - CEO Global Index Advisors, Subadvisor to Wells Fargo Advantage Dow Jones Target Date Funds, Wyatt A. Lee, CFA - VP and Portfolio Manager, T. Rowe Price’s Asset Allocation Group and Matt Leeper – Retirement Plan Counselor, American Funds.- See more at: http://xgrowthsolutions.com/retirement-events/2013/07/2013-philadelphia-fiduciary-summit/#sthash.kA6Aa8tx.dpuf. See additional details on the event page.
The 2013 Philadelphia Fiduciary Summit will be held at local law firm-Montgomery McCracken Walker & Rhoads located in the heart of the city on 123 South Broad Street, 28th Floor - Avenue of the Arts on July 18th, 2013 from 11:30 AM to 3:00 PM (lunch served). The summit is approved for 3 hours of CPA/CPE and 2.5 hours of HRCI/SPHR credit. Seating is limited and priority registration with a waived $150 registration fee is available for qualified plan sponsors. Register 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.