2014 Kansas City Fiduciary Summit - The Executive Summit for 401(k), 403(b), and Retirement Plan Sponsors in the Greater Kansas City Area
Kansas City, MO (PRWEB) March 31, 2014 -- Hosting the discussion at the 2014 Kansas City Fiduciary Summit will be Lockton Retirement Services’ Bob Croy, Senior Vice President, and Kyle Hartman, Executive Vice President. Lockton Retirement Services has approximately $25 billion in assets under management and is ranked top five largest 401(k) consultants by Plan Sponsor Magazine, 2012. Expressing the timeliness of the summit, Bob Croy noted, “With 401(k) plans now the dominant retirement plan vehicle for most employers and employees, it is critical to design and maintain a compliant and well-designed plan to meet overall objectives.”
Guests will be made up of a diverse group of HR, Finance, and Business Professionals. The Industry Expert Speakers include:
- Samuel Henson, Senior ERISA Counsel - Lockton Retirement Services & Former Senior DOL Investigator
- Diane O. Pickett, Founder & Audit Partner - Pickett, Chaney & McMullen LLP
- Phil McKnight, Partner – Stinson Leonard Street
- Diane Gallagher, Vice President DCIO – American Century Investments
- Sean Jordan, AVP of Participant Outcomes - Mass Mutual
Topics of discussion consist of: What every fiduciary needs to know in 2014, leveraging market highs to maximize vendor negotiations, and the rearview mirror. The summit will be highlighted by an interactive professional panel as well as a plan sponsor panel consisting of local case studies & success stories. Following the summit, there will be an exclusive VIP American Century Trading floor tour from 11:00am to 12:00pm. Hear about American Century’s trading philosophies, and how they achieve best execution through a combination of people, process, and their technology.
The 2014 Kansas City Fiduciary Summit will be held at the American Century Investments Auditorium on Tuesday April 8th, 2014 from 8:00 am to 11:00 am (Breakfast Served). The 2014 Kansas City Fiduciary Summit is approved for 3 CPE/CPA Credits and 2.5 HRCI/SPHR/ PHR/GPHR General Credits. Seating is limited and priority will be given to local plan sponsors. Additional details and registration information can be found here.
About Lockton Retirement Services
Lockton began providing retirement consulting and investment advisory services in 2001. Lockton Retirement Services is composed of two entities – Lockton Investment Advisors, LLC (LIA) and Lockton Financial Advisors, LLC (LFA). LIA is a federally registered investment advisory firm, established around a core group of senior investment advisors which make up the firm’s Executive Committee, as was LFA. Within LFA and LIA they have over 100 licensed personnel, including over 40 investment professionals with direct client relationships located in 10 offices across the country.
Lockton Retirement Services’ only line of business is to provide investment and consulting services for retirement plan sponsors and institutional investors. This allows for associates to spend 100% of their time focused exclusively on issues that are pertinent to institutional clients. Lockton was ranked as the nation’s 3rd largest retirement consulting firm for number of defined contribution plans under management in the 2011 PlanSponsor Consultant survey.
About Lockton
The 4,450 professionals of Lockton Companies serve more than 15,000 clients around the world with retirement plan consulting, risk management, insurance, employee benefits consulting, and surety services. Lockton is the world’s largest privately owned, independent insurance broker, with 2013 revenue of $1,016,000,000 and 64 locations in 17 countries. Lockton’s headquarters is located in Kansas City, Missouri.
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 nations retirement plan sponsors, fiduciaries, and trustees evaluate their plan and navigate the retirement plan industry. 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.
Securities offered through Lockton Financial Advisors, LLC a registered broker-dealer and member FINRA, SIPC. Investment advisory services offered through Lockton Investment Advisors, LLC, a SEC registered investment advisor. For California, Lockton Financial Advisors, LLC, d.b.a.
Lockton Insurance Services, LLC, License number OG13569.
Jon Freye, Xponential Growth Solutions, +1 619-795-3920, [email protected]
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