The 2015 Los Angeles Fiduciary Summit will allow plan sponsors to interact with leading local and National experts who will be sharing the latest trends, best practices and new definitions of a successful plan.
Los Angeles, CA (PRWEB) January 28, 2015
Xponential Growth Solutions is pleased to announce the launch of the 2015 Retirement Plan Roadshow in Los Angeles. The Los Angeles Fiduciary Summit celebrates the fourth year of the successful series of educational workshops and will bring together both local and national expertise to interact with employers made up of CFOs, HR directors, and business owners. Speakers will provide insights to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.
John Spach, Managing Director at NFP Retirement emphasized, "The 2015 Los Angeles Fiduciary Summit will allow plan sponsors to interact with leading local and national experts who will be sharing the latest trends, best practices and new definitions of a successful plan. The future of retirement plans involves cost cutting, benchmarking, automated administration and my personal passion which is meeting the participants overall financial wellness and well being."
Spach will host the event which will feature an informative discussion forum by Dave Donaldson, former senior DOL investigator and current President at ERISA Smart. Spach and Donaldson will be joined by guest speakers from top leaders in the retirement plan industry.
Topics of Discussion:
Financial Wellness & Participant Resources
What Every Fiduciary Needs to Know for 2015
Plan Design & Creating Successful Outcomes
Ask the Expert- Local Professional Panel
The 2015 Los Angeles Fiduciary Summit is the first stop of the 2015 Retirement Plan Roadshow and will be held on March 4, 2015 at Hotel Palomar Westwood located at 10740 Wilshire Blvd Los Angeles, CA 90024 from 11:00 am to 3:00 pm (lunch will be served). The Los Angeles Fiduciary Summit is approved for 3 CPE/CPA credits and 3 HRCI general credits. Seating is limited and priority will be given to local plan sponsors, with a waived $150 registration fee available on a limited basis. Additional details, registration information, and an overview of our Elite Retirement Consultants can be found here:
About NFP Retirement
NFP Retirement is a group of dedicated specialists focused on delivering superior retirement plan consulting services. As one of the largest independent retirement plan advisory firms, with over $33 billion in assets under advisement (as of 01/01/2015), NFP Retirement’s 80+ team members assist plan sponsors in the areas of plan design, benchmarking, investment advice, fiduciary compliance and participant outcomes. NFP Retirement is among the first investment advisory firms to be certified by CEFEX for ERISA-qualified plan level consulting. NFP Retirement helps create successful retirement plan outcomes for plan sponsors and plan participants.
For more information, please visit nfp.com/retirement.
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.
Xponential Growth Solutions