2016 Los Angeles Fiduciary Summit Gathers 401(k), 403(b), and Retirement Plan Leaders

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Xponential Growth Solutions and NFP announce the 2016 Los Angeles Fiduciary Summit, on March 10, 2016, at Hotel Palomar in Westwood. The summit is part of the Retirement Plan Road Show: a national series of educational workshops designed for 401(k), 403(b), and retirement plan sponsors, trustees, and fiduciaries.

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2016 Los Angeles Fiduciary Summit

The focus is now on how these plans can help people transition into a dignified retirement lifestyle and when an employer considers where they want their employees to be at 65 then they can back into plan designs that will actually put people on track

Xponential Growth Solutions is pleased to announce the launch of the 2016 Retirement Plan Roadshow in Los Angeles. The Los Angeles Fiduciary Summit celebrates the fourth year of the successful series of educational workshops and will bring together both local and national expertise to interact with employers made up of Finance, Human Resources and Benefits executives. Speakers will provide insights to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.

John Spach, Managing Director at NFP emphasized, "The 401(k) and 403(b) industry is entering the most exciting time in its existence. The focus is now on how these plans can help people transition into a dignified retirement lifestyle and when an employer considers where they want their employees to be at 65 then they can back into plan designs that will actually put people on track to retire."

Spach will host the event which will highlight an informative discussion forum by Hugh O'Toole, Senior Vice President at Viability Advisory Group. Additional local experts from Pension Assurance, ERISA Smart and QBI will be featured as part of an interactive professional panel.

Pending Topics of Discussion:

  • Financial Wellness & Participant Resources
  • What Every Fiduciary Needs to Know for 2016
  • Courageous Plan Design
  • Ask the Expert- Local Professional Panel
  • Evaluating Reasonableness of Plan Fees

-TDF Benchmarking & Due Diligence

  • RFP Best Practices

The 2016 Los Angeles Fiduciary Summit is the first stop of the 2016 Retirement Plan Roadshow and will be held on March 10, 2016 at Hotel Palomar Westwood located at 10740 Wilshire Blvd Los Angeles, CA 90024 from 11:00 am to 3:00 pm (lunch will be served). The Los Angeles Fiduciary Summit is approved for 3 CPE/CPA credits, 3 HRCI general credits, and 3 SHRM PDC 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 can be found online:
http://www.xgrowthsolutions.com/retirement-events/2016/03/2016-los-angeles-fiduciary-summit/

About NFP:

At NFP Corp., our solutions and expertise are matched only by our personal commitment to each client's goals. We’re a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement, and individual insurance and wealth management solutions through our licensed subsidiaries and affiliates. Our registered investment advisers and broker-dealers empower independent financial advisors with integrated technology, subject matter expertise and a suite of customized services.

NFP has more than 3,600 employees and global capabilities. Our expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients' needs. We’ve become one of the largest insurance brokerage, consulting and wealth management firms by building enduring relationships with our clients and helping them realize their goals.

Recently NFP was ranked by Business Insurance as the 5th largest global benefits broker by revenue, the 4th largest US-based privately owned broker and the 11th largest broker of US business. In addition, PlanSponsor named us the 5th largest executive benefits provider of nonqualified deferred compensation by number of plans, and we were ranked 11th in personal lines P&C revenue by Insurance Journal. Our independent broker-dealer ranked 10th in annual revenue by Investment Advisor, and Rep ranked it the 6th highest in advisor production by assets under management.

For more information, visit http://www.nfp.com.

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
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