2015 New York Fiduciary Summit Brings Together New York Area Retirement Plan Sponsors

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Xponential Growth Solutions announces the 2015 New York Fiduciary Summit on July 22, 2015 at The Penn Club of New York City. 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 New York Fiduciary Summit

2015 New York Fiduciary Summit

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.

Xponential Growth Solutions is pleased to announce the 2015 New York Fiduciary Summit, hosted by NFP Retirement, as part of the 2015 Retirement Plan Roadshow. The summit invites proactive retirement plan sponsors, human resources/finance executives, trustees and business owners from the greater New York area to listen in and share thoughts on key issues impacting all employee retirement plans. The Retirement Plan Roadshow and is one of the nation's top educational events featuring local and national expertise and diverse plan sponsors discussing best practices and evaluation strategies.

Mike Falcone, Senior Plan Consultant and Managing Director of NFP Retirement (East Region), will host the event. Falcone remarks, "The 2015 New York 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."

Along with Falcone at NFP Retirement, additional guest speakers from O'Connor Davies include: Louis LiBrandi (Principal of the Employee Benefit Services Group), Timothy Desmond (Partner, Director of the Employee Benefit Services Practice).

Key Topics of Discussion:

  • Evaluating the Reasonableness of Plan Fees
  • Meet the Managers -- Target Date Fund Panel
  • Common Problems Uncovered During a Financial Audit
  • The Latest in Executive Benefits
  • Beyond Retirement – The Bigger Benefits Picture
  • RFP Best Practices

The 2015 New York Fiduciary Summit is the tenth stop of the 2015 Retirement Plan Roadshow and will be held on July 22, 2015 at The Penn Club located at 30 W 44th St. New York, NY 10036 from 11:00 am to 3:00 pm (lunch will be served). The New York 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:

http://xgrowthsolutions.com/retirement-events/2015/07/2015-new-york-fiduciary-summit/

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.

xgrowthsolutions.com

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Jon Freye
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