The 2014 Alabama Fiduciary Summit Brings Together Alabama Area Retirement Plan Sponsors, Finance and Human Resources Executives and Business Owners

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Xponential Growth Solutions is pleased to announce the 2014 Alabama Fiduciary Summit, on October 23, 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.

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2014 Alabama Fiduciary Summit

Retirement plan sponsors need to understand and be proactive about addressing fiduciary obligations.

Xponential Growth Solutions announced today they are the host of the 2014 Alabama Fiduciary Summit on Thursday, October 23, 2014. The event for 401(k) and retirement plan sponsors, trustees, fiduciaries and retirement benefit plan committee members will feature a thought leadership panel of industry experts discussing fiduciary topics including success stories from prominent local companies, fiduciary responsibilities and legislative changes, evaluating plans and maximizing overall plan performance.

The event features an esteemed panel of Senior Portfolio Managers from American Century, T. Rowe Price, and Putnam Investments discussing Target Date Funds. The summit will also have a Professional Panel of local industry experts as well as local case studies on improving plan outcomes.

“Retirement plan sponsors need to understand and be proactive about addressing fiduciary obligations. The information presented will help plan sponsors develop a process to make critical decisions regarding their retirement plan,” stated Renn Williams of J. Smith Lanier & Co. Retirement Services Group.

Williams will be joined by Joe Lassister, Partner - Pearce, Bevill, Leesburg, Moore, P.C.; Angela Coker, Audit Partner - Sellers, Richardson, Holman & West LLC; and Bob Ellerbock, Employee Benefits/ERISA Attorney at Balch & Bingham LLP. Along with our keynote speakers, the Alabama Fiduciary Summit will feature special guest speaker John Choate, Former U.S. Navy Seal and accomplished Executive and Entrepreneur.

The 2014 Alabama Fiduciary Summit will be the 16th stop of the Retirement Plan Roadshow and will be held at The Club on October 23, 2014 from 11:30 AM to 3:00 PM (lunch will be served). The 2014 Alabama 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 by visiting:

About J. Smith Lanier & Co.
About JSL: The J. Smith Lanier & Co. (JSL) Retirement Services Group consists of 6 fiduciary investment advisors and 3 relationship managers who are committed to serving employer sponsored retirement plans. The JSL advisors have 100+ years of combined experience in working with plan sponsors. The JSL Retirement Services Group acts as advocates for plan participants by working with plan sponsors to ensure that fees are reasonable, fiduciary investment due diligence is followed, plan design is sound, and effective education is reaching each demographic. JSL believes that this approach protects retirement plan sponsors. Additional information is available at

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. More information at

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Jon Freye
Xponential Growth Solutions
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