The Los Angeles Fiduciary Summit Gathers Employers, Plan Sponsors and Retirement Industry Experts to Discuss 401(k) and 403(b) Best Practices

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Xponential Growth Solutions

Jun 13, 2014, 11:00 ET


Los Angeles, CA (PRWEB) June 13, 2014 -- The 2014 Los Angeles Fiduciary Summit is an educational and networking workshop that unites local and national experts, to interact with plan sponsors and employers including CFOs, HR Directors, and Business Owners. The goal is to help employers mitigate fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.

A team of Elite Retirement Consultants will lead the discussion and emphasize "Plan Sponsors are increasingly focused on maximizing plan success, improving participant outcomes, tightening plan governance, all while being mindful of the bottom line. This summit will accomplish these goals." They will speak alongside guest speakers:

  • Rachel Rico, CPA: Partner – Singer Lewak
  • Rich Weiss: Senior VP – American Century Investments
  • Nicholas J. Waddles: Partner – Seyfarth Shaw LLP
  • Marco Merz: Director- Index Passive Manager- BlackRock

Topics of discussion are:

1) Maximizing Vendor Negotiations
2) Improving Participant Outcomes
3) What Every Fiduciary Needs to Know for 2014
4) Industry Expert & Target Date Fund Portfolio Manager Panel
5) Local Case Studies and Success Stories

The 2014 Los Angeles Fiduciary Summit is the ninth stop on the Retirement Plan Roadshow, and will be held at the Hyatt Regency Century Plaza on June 19th, 2014 from 11:00 AM to 2:30 PM (Lunch will be served). The 2014 Los Angeles Fiduciary Summit is approved for 3 CPE/CPA credits and 2.5 HRCI general credits. Seating is limited and local plan sponsors will receive priority registration. Additional details and registration information can be found here.

About Xponential Growth Solutions
Xponential Growth Solutions (XGS) helps retirement plan sponsors and employers mitigate fiduciary risk, identify plan upgrades, and make better decisions that positively impact retirement plan participants.

We are independent of investment professionals, third party administrators, fund companies, and recordkeepers. With our expertise in regulations and industry best practices, XGS is able to provide unbiased education, recommendations, and referrals. Our transparent information and solutions equip employers with the tools and confidence to maximize the value of the plan for both the employee and employer.

Jon Freye, Xponential Growth Solutions, +1 619-795-3920, [email protected]