2014 Austin Fiduciary Summit - 401(k), 403(b), and 457(b) Retirement Plan Sponsors Gather for the Executive Summit in the State Capital

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Xponential Growth Solutions and ISC Group are pleased to announce the Austin Fiduciary Summit, on September 16th, 2014. The Summit is part of the Retirement Plan Roadshow; a national series of educational workshops designed for 401(k), 403(b), and 457(b) retirement plan sponsors, trustees, and fiduciaries.

2014 Austin Fiduciary Summit

We get there through effective plan design,creating a retirement-centric culture that encourages life-long savings, and by avoiding the fiduciary pitfalls that can trip up well-intentioned sponsors.

Xponential Growth Solutions announced today that they will be hosting the Austin Fiduciary Summit. The summit focuses on empowering local HR, Finance and Business Professional plan sponsors with best practices and benchmarking tools to measure their retirement plan's success.

"The ultimate objective of a company’s retirement plan, should be that every employee will have the opportunity to retire comfortably one day. We get there through effective plan design, creating a retirement-centric culture that encourages life-long savings, and by avoiding the fiduciary pitfalls that can trip up well-intentioned sponsors," emphasized Scott Hayes, President/CEO at ISC Group. Along with Hayes and Corby Hankins, the Austin Fiduciary Summit will feature a diverse group of speakers each discussing specialized aspects of fiduciary responsibility. Julliete Galegos, Attorney at Gardere Wynne Sewell LLP and Raul Rios, Partner at Padgett Stratemann & Co. LLP will be leading off the discussion. They will be joined by Sanford "Sandy" Leeds ESQ., CFA, Distinguished Senior Lecturer at the Department of Finance at The University of Texas at Austin - McCombs School of Business and Brian H. Graff, Executive Director/CEO of the American Society of Pension Professionals & Actuaries.

Topics of Discussion Will Include:
-What Every Fiduciary Should Know For 2014 & 2015
-Washington D.C. Legislative & Tax Reform Update
-Local Expert Professional Panel
-Behavioral Finance – How to Improve Employee Outcomes
-Roundtable Discussion – Initiatives & Focus “Save Your People” – Sandy Leeds
-Case Studies & Success Stories - Insights from Your Peers

The 2014 Austin Fiduciary Summit will be the 12th stop of the Retirement Plan Roadshow and will be held at the University of Texas Club on September 16, 2014 from 11:00 AM to 2:30 PM (Lunch will be served). The 2014 Austin Fiduciary Summit is approved for 3 CPE/CPA Credits and 3 HRCI/SPHR/PHR/GPHR General Credits. Seating is limited and local plan sponsors will receive priority registration. Additional details and registration information can be found by visiting:


About ISC Group Incorporated
Our mission is to help our clients achieve a happy and secure retirement by guiding them to save enough money, invested appropriately, over their working years. We achieve this mission through effective plan design, innovative educational programs, and by fostering a retirement-focused culture within our clients’ employer-sponsored retirement plans.    

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
Xponential Growth Solutions
+1 619-795-3920
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