The Boston Fiduciary Summit - Preferred Venue for 401(k) and 403(b) Plan Best Practices

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Xponential Growth Solutions announces the Boston Fiduciary Summit taking place on July 17, 2014 at the Boston College Club. The summit marks the 10th stop of the 2014 Retirement Plan Roadshow, a national series of gatherings designed to improve outcomes for 401(k) and 403(b) retirement plan participants.

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The 2014 Boston Fiduciary Summit is a workshop that unites retirement experts with CFOs, HR directors, and business owners. The goal is to help plan sponsors reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.

Mike Falcone, Vice President of the East Region at NFP Retirement™ (formerly known as 401(k) Advisors™), and his team of experts will host the event. They will cover key topics every fiduciary and employer needs to be focusing on. The event will be highlighted by a professional panel moderated by a local plan sponsor who will outline overcoming obstacles in the administration of the company's retirement plan. The summit will also feature both a Target Date Fund and Stable Value Fund panel, composed of senior portfolio managers that will discuss fund performance, best practices and industry updates.

Topics of discussion include:

1) Fee Disclosures and How to Benchmark Plan Costs
2) Selecting the Most Appropriate Target Date Solution
3) Understanding Stable Value Alternatives
4) Fiduciary Legislative & Regulatory Update

Guest Speakers:

  • Pam Basse – Senior Plan Consultant – NFP Retirement
  • Tim Black – Senior Plan Consultant – NFP Retirement
  • Lauretta Siggers – Human Resources Director – Cambridge College
  • David Rinehart, CFA – Senior Investment Analyst – NFP Retirement
  • Jim Hauser – Partner - Brown Rudnick
  • Jay A. Kessler, CPA – Co-Managing Shareholder – Samet & Company
  • Dick Fellows, JD, LLM – ERISA Compliance Specialist – NFP Retirement
  • Nancy Helt – Vice President, Retirement Policy – Fidelity Investments
  • Portfolio Managers from BlackRock, Columbia, JP Morgan, MFS, New York Life and Prudential

The 2014 Boston Fiduciary Summit is the 10th stop of the Retirement Plan Roadshow and will be held at The Boston College Club on July 17, 2014 from 11:00 a.m. to 2:00 p.m. (lunch will be served). The 2014 Boston Fiduciary Summit is approved for 3.0 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.

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Jon Freye
Xponential Growth Solutions
+1 619-795-3920
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