2015 Houston Fiduciary Summit Gathers Employers and Industry Experts to Discuss 401(k) and 403(b) Best Practices

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Xponential Growth Solutions and NFP Retirement announce the Houston Fiduciary Summit, on May 21, 2015 at the JW Marriot Houston Galleria. The summit is part of the Retirement Plan Roadshow: a national series of educational workshops designed for 401(k), 403(b), and retirement plan sponsors, trustees, and fiduciaries.

2015 Houston Fiduciary Summit

2015 Houston Fiduciary Summit

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

The 2015 Houston Fiduciary Summit is an educational workshop that brings together both local and national expertise to interact with CFOs, HR Directors, and Business Owners. The goal being to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.

John Livingston, VP Consulting at NFP Retirement, emphasized, "The 2015 Houston 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."

Livingston and Julie Ward - VP Consulting at NFP Retirement will lead the discussion alongside guest speakers:

  • Elizabeth Allen, Assistant Vice President & Counsel – Benefits & Compliance at NFP
  • Rance Buss, CPA & Partner – Employee Benefits – Weaver
  • Edward Razim, Partner - Locke Lord

Topics of Discussion:

  • What Every Fiduciary Needs to Know for 2015
  • Target Date Panel
  • Ask the Experts: Local Professional Panel
  • Evaluating the Reasonableness of Plan Fees
  • RFP Best Practices

The 2015 Houston Fiduciary Summit is the sixth stop of the Retirement Plan Roadshow and will be held at the JW Marriot Houston Galleria located at 5150 Westheimer Road, Houston, TX 77056 on May 21, 2015 from 11:30 AM to 3:00 PM (lunch will be served). The 2015 Houston Fiduciary Summit is approved for 3 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 on the registration page: http://xgrowthsolutions.com/retirement-events/2015/05/2015-houston-fiduciary-summit/

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 http://nfp.com/retirement.

About Xponential Growth Solutions
Xponential Growth Solutions (XGS) has helped thousands of retirement plan sponsors/employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact millions of participants.

We are independent of investment professionals, third party administrators, fund companies, and recordkeepers. With our expertise in regulations and industry best practices, XGS is able to provide unbiased education, recommendations, and referrals. Our transparent information and solutions equip employers with the tools and confidence to maximize the value of the plan for both the employee and employer.

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Jon Freye
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