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

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Xponential Growth Solutions announces the 2015 West Michigan Fiduciary Summit on October 27, 2015 at Grand Valley State University’s Eberhard Center in Grand Rapids, MI. This workshop marks the second 2015 stop in Michigan and the 13th stop this year on the highly regarded Retirement Plan Road Show; a national series of educational workshops designed for 401(k), 403(b), and retirement plan sponsors, trustees, and fiduciaries.

2015 West Michigan Fiduciary Summit

2015 West Michigan Fiduciary Summit

We are excited about the opportunity to have so many industry experts together to share their insight into tools and concepts available today...

Xponential Growth Solutions is pleased to announce that it will be hosting another event in Michigan for the 2015 West Michigan Fiduciary Summit. This time, Xponential Growth Solutions makes a stop in Grand Rapids. This Fiduciary Summit will bring together both local and national experts 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.

Jon Freye, Managing Director at Xponential Growth Solutions emphasizes, "Our Partners believe the ability to replace a paycheck in retirement should be the ultimate gauge of 'success' for a retirement 'Plan'. We are excited about the opportunity to have so many industry experts together to share their insight into tools and concepts available today to measure and manage this objective.”

The educational event will be hosted by the President of SHA Retirement Group, Kelley Snook, alongside Vice Presidents, David Anderson, and Elaine Featherstone. Guest speakers include:

  •      Terra Muckenthaler, CPA, MSA Manager at Hungerford Nichols
  •     Debora L. Grace, Member at Dickinson Wright PLLC
  •     Diane Gallagher, VP DCIO Practice Management of American Century
  •     More to Be Announced!

Topics of Discussion:

  •     What Every Fiduciary Needs to Know for 2015
  •     Investment Focus Panels - Stable Value & Target Date Funds*
  •     Ask the Experts – Local Professional Panel
  •     Investor Psychology - How to Leverage Participant Behavior
  •     Fidelity Investments – Tools to Measure Participant Outcomes
  •     Who’s in the Driver’s Seat – Participants Just Want to Ride Along
  • Highlighting Senior Executives from BlackRock, JP Morgan, New York Life & PIMCO

The 2015 West Michigan Fiduciary Summit is the 13th stop of the Retirement Plan Road Show and will be held on October 27, 2015 at Grand Valley State University’s Eberhard Center located at 301 West Fulton, Grand Rapids, MI 49504 from 8:00 am to 11:30 am (breakfast will be served). The West Michigan Fiduciary Summit is approved for 3 CPE/CPA credits and 3 HRCI general credits. Seating is limited and local plan sponsors will receive priority registration. Additional details and registration information can be found using the link below. Seating is limited and priority will be given to local plan sponsors, with a waived $150 registration fee available on a limited basis. For additional event details, overview of our Elite Retirement Consultants and link to register, please visit:

About SHA Retirement Group

Since 2004, SHA Retirement Group has advised organizations with the goal of positively impacting the futures of employees while reducing fiduciary risk and overall long term cost. We specialize in 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans. Based in the greater Detroit, Michigan area, SHA clients are colleges, universities, and businesses in the manufacturing, automotive, and service industries. SHA Retirement Group leverages extensive resources to bring suitable solutions to connect retirement plan objectives with a program that is successful, measurable and helps ensure participants' long-term retirement success.

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.
SHA Retirement is not affiliated with Xponential Growth Solutions, Hungerford Nichols or Dickson Wright.

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 Road Show, 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
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