2016 Philadelphia Fiduciary Summit Gathers Local Employers and Plan Sponsors to Discuss 401(k) and 403(b) Best Practices

Share Article

Xponential Growth Solutions and NFP announce the Philadelphia Fiduciary Summit, on March 29, 2016, at the Union League in Philadelphia. 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.

2016 Philadelphia Fiduciary Summit

This Summit will focus on steps you can take to ensure your plan is run efficiently and in the most cost-effective manner. By doing so, your participants will be the ultimate beneficiaries of your actions.

Xponential Growth Solutions is pleased to announce that it will be hosting the 2016 Philadelphia Fiduciary Summit. The fiduciary training event will bring together both local and national expertise to interact with employers made up of Finance, Human Resource, and Benefit executives, as well as Business Owners, Fiduciaries, and Plan Sponsors. Speakers will provide insights to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.

Mike Falcone, Director, East Region at NFP emphasizes, "Nobody said being a fiduciary is an easy job, especially these days when everything you do is under someone’s microscope. What matters most is that you do things prudently and document what you’ve done. This Summit will focus on steps you can take to ensure your plan is run efficiently and in the most cost-effective manner. By doing so, your participants will be the ultimate beneficiaries of your actions."

Falcone will lead the discussion on fiduciary topics impacting local plan sponsors. Guest speakers include:

  • Bradford Campbell – Former head of DOL EBSA, and current Counsel at Drinker Biddle & Reath LLP
  • Roman Leshak, Jr., CPA – Audit & Accounting Director at Kreischer Miller
  • Investment Manager Round Table featuring top financial institutions.

Topics of Discussion:

  • Courageous Plan Design
  • Evaluating the Reasonableness of Plan Fees
  • Plan Audit Best Practices
  • Investment Manager Round Table
  • The Latest from Capitol Hill
  • Fee Litigation & DOL Guidance
  • RFP & RFI Best Practices

The 2016 Philadelphia Fiduciary Summit is the second stop of the 2016 Retirement Plan Road Show and is being held on March 29, 2016 at The Union League of Philadelphia, located at 140 S Broad Street, Philadelphia, PA 19102 from 11:00 am to 3:00 pm (lunch will be served). The Philadelphia Fiduciary Summit is approved for 3 CPE/CPA credits, 3 HRCI general credits, 3 SHRM PDCs, and is CEBS credit eligible. Seating is limited and local plan sponsors will receive priority registration. Additional details and registration information can be found online:
http://xgrowthsolutions.com/retirement-events/2016/03/2016-philadelphia-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 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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jon Freye
@XGSMatchmaking
Follow >
Xponential Growth Solutions
since: 01/2012
Like >
Xponential Growth Solutions

Follow us on