Boston Area 401(k), 403(b), and Retirement Plan Leaders Gather for the 2015 Boston Fiduciary Summit

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Xponential Growth Solutions announces the Boston Fiduciary Summit taking place on March 25th, 2015 at The University of Massachusetts Club. The summit marks the second stop of the 2015 Retirement Plan Road Show, a national series of gatherings designed to improve outcomes for 401(k) and 403(b) retirement plan participants.

2015 Boston Fiduciary Summit

Helping employees make well-informed investment decisions to be able to retire with financial security

Xponential Growth Solutions is pleased to announce the 2015 Boston Fiduciary Summit as part of the national Retirement Plan Roadshow, celebrating four years of successful educational workshops. The summit will bring together the local expertise of NFP Retirement, Brown Rudnick and Samet & Company to interact with organizations represented by CFOs, HR Directors and Business Owners. These industry experts will provide insights to help employers reduce fiduciary risk, identify plan enhancements and make better decisions that positively impact participants.

Mike Falcone, Managing Director at NFP Retirement, emphasized, "The 2015 Boston Fiduciary Summit will give plan sponsors a forum to interact with leading local experts who will share the latest trends, best practices and new definitions of a successful plan. The future of retirement plans revolves around having the right plan with the right provider, at the right price, while also helping employees make well-informed investment decisions to be able to retire with financial security."

Falcone will host the event which will feature informative fiduciary discussions with guest speakers from NFP Retirement along with Jim Hauser, Partner at Brown Rudnick and Jay A. Kessler, CPA, Co-Managing Shareholder at Samet & Company.

Key topics of Discussion:

  • Financial Considerations When Implementing Plan Design & Automatic Feature Changes
  • Evaluating the Reasonableness of Plan Fees
  • Target Date Fund Panel: Alliance Bernstein, More TBA
  • Ask the Experts: Local Professional Panel
  • Washington DC Update - What to expect in 2015

The 2015 Boston Fiduciary Summit is the second stop of the 2015 Retirement Plan Roadshow and will be held on March 25th, 2015 at The University of Massachusetts Club located at 225 Franklin Street, Boston, MA 02110 from 11:30 am to 3:00 pm (lunch will be served). The Boston 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 by visiting:

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

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

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