Retirement Plan Executives to Meet for the 2013 Los Angeles Retirement and Health Plan Summit, Hosted by Penniall & Associates and Xponential Growth Solutions

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Penniall & Associates and Xponential Growth Solutions announce the 2013 Los Angeles Retirement and Health Plan Summit. This summit marks the eleventh stop on the 2013 Retirement Plan Roadshow; a national series of educational workshops designed for 401(k) and 403(b) plan sponsors, trustees, fiduciaries, and retirement plan benefit committee members.

With healthcare reform upon us and an increased number of DOL investigators, it is critical for plan sponsors to evaluate their retirement and healthcare plans to ensure they are complying with new regulations and monitoring costs.

The 2013 Los Angeles Retirement and Health Plan Summit will be held at the Langham Huntington in Pasadena, CA on September 25th. Local 401(k), 403(b), and retirement plan leaders are gathering to discuss improvements and adjustments to all employee retirement plans. Hosts, Penniall & Associates and Xponential Growth Solutions, have put together an all-star line-up of keynote speakers to discuss behavioral finance & technology, fiduciary regulations, healthcare benefits, and D.C. Legal & International capital market updates.

Hosting the discussion at the 2013 Los Angeles Retirement and Health Plan Summit will be Penniall & Associates' Managing Director, Shannon Main; Managing Director, Kathleen Branconier; and Executive Director of Employee Benefits, Mark Loughrin. Expressing the timeliness of the summit, Shannon stresses, "With healthcare reform upon us and an increased number of DOL investigators, it is critical for plan sponsors to evaluate their retirement and healthcare plans to ensure they are complying with new regulations and monitoring costs while maintaining competitive benefits for employees." Guests will be made up of a diverse group of HR, Finance, and Business Professionals. The Industry Expert Speakers include:

  • Shelby George - ERISA Attorney & Benefits Market Strategist at Manning & Napier
  • David Donaldson - Former DOL Senior Investigator & President of ERISA Smart
  • Thomas Rowley - Executive Director at Invesco

See additional details on the event page: http://xgrowthsolutions.com/retirement-events/2013/09/2013-los-angeles-retirement-and-health-plan-summit/.

The Los Angeles Retirement and Health Plan Summit will be held at The Langham Huntington, Pasadena, 1401 South Oak Knoll Avenue Pasadena, CA 91106 on September 25th, 20013 from 11:30 AM to 3:00 PM (lunch served). The summit is approved for 3 hours of CPA/CPE, 2.5 hours of HRCI/SPHR credit, and 2 hours of MCLE Credit. Seating is limited and priority registration with a waived $150 registration fee is available for qualified plan sponsors.

About Penniall & Associates

Penniall & Associates was founded over 30 years ago with the goal of providing comprehensive financial planning, wealth management, and employee benefit services to individuals and business owners. Although they have grown over the years and now manage over $1.5 Billion in assets, their commitment to personalized service and excellence remains. Penniall & Associates strives to provide the best possible client service, investment performance, risk management, and expertise so that clients can achieve their financial goals without having to worry about the details along the way. Penniall & Associates utilizes a disciplined approach to help clients stay true to the process and achieve success during difficult markets, economic and legislative conditions. The process is defined to organize, formalize, implement and monitor the key components of the employer sponsored retirement plan. Penniall & Associates helps create a retirement plan strategy that satisfies both the employer and employee needs.

Securities offered through United Planners Financial Services of America, a Limited Parternship Member FINRA/SIPC Investment Advisory Services offered through Penniall & Associates, Inc. a Registered Investment Advisor Penniall & Associates, Inc. are independent of United Planners.

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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