2015 South Florida Fiduciary Summit - A Success with Local Plan Sponsors

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Xponential Growth Solutions is pleased to report a highly successful fiduciary event in South Florida at Nova Southeastern University.

2015 South Florida Fiduciary Summit

The 2015 South Florida Fiduciary Summit

It was encouraging to see a strong turnout for the South Florida Fiduciary Summit. It just proves plan fiduciaries are committed to improving their plans and helping their employees land at a secure retirement.

On behalf of the team at Work Plan Retire, Xponential Growth Solutions would like to thank the guests and presenters who attended the 2015 South Florida Fiduciary Summit as part of the 2015 Retirement Plan Roadshow. The educational conference was received well by the 38 Plan Sponsors representing 30 companies and nearly $800,000,000 in plan assets.

Brett Shofner, Senior Vice President of Work Plan Retire said, “It was encouraging to see a strong turnout for the South Florida Fiduciary Summit. It just proves plan fiduciaries are committed to improving their plans and helping their employees land at a secure retirement. We had a strong collection of experts in the room and the questions/answers were at a very high level. I am excited to host the next one in the fall. Stay tuned on a date and location.”

Guests of the summit gained invaluable knowledge from the discussion topics and speakers. Special guest speaker, David Rutherford, was a highlight of the summit. Rutherford delivered a truly entertaining and high energy presentation. An HR Administrator who attended the event proclaimed, "This was an amazing program with great speakers. David Rutherford is an awesome speaker. Bless him for his service to our country!"

The 2015 South Florida Fiduciary Summit was the ninth stop of the Retirement Plan Roadshow and was held at Nova Southeastern University on Thursday, June 11, 2015 from 11:00 AM to 3:00 PM. The 2015 South Florida Fiduciary Summit was approved for 3 CPE/CPA credits and 2.5 HRCI general credits.

To learn more about the upcoming Miami Fiduciary Summit, visit the event page:


About Work Plan Retire

Work Plan Retire's financial consulting practice has partners that are focused on advisory services for employer retirement plans. WPR services clients across the nation, with offices in South Florida, Denver, and New York. Services are offered to successful companies who take their retirement plan seriously. WPR is most effective with clients that have strong company cultures and are successful within their industry. WPR works with investment committees that are committed to creating outstanding benefit programs for their employees and strive toward fiduciary best practices. WPR has built their practice since 2002 by servicing clients with over $1 billion in retirement assets and thousands of employees.

WPR helps plan fiduciaries optimize their retirement plan and measure participant success. WPR believes employees on track for retirement are more productive in their jobs, more loyal to the employer and ultimately more valuable to themselves and the employer. WPR will help you build and shape a retirement plan that attracts and retains the right type of employee talent your company covets.

WPR's commitment is to help you meet fiduciary obligations through investment committee meetings, policy statements, participant success tracking, investment reviews, plan design techniques and employee education.

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
since: 07/2009
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Xponential Growth Solutions
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