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

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Xponential Growth Solutions and Ridge Retirement Consultants, LLC announce the Tennessee Fiduciary Summit, on April 20, 2016 at the Nashville City Club. 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 Tennesse Fiduciary Summit

2016 Tennesse Fiduciary Summit

It’s more difficult than ever to be a plan sponsor and know how to best mitigate your fiduciary liability while at the same time offer a retirement plan to your participants that actually gives them the ability to be able to retire.

The 2016 Tennessee Fiduciary Summit is a workshop bringing together both local and national expertise to interact with employers made up of executives in Finance, Human Resources and Benefits, as well as Business Owners. Speakers will provide insights to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.

James Lyday, Managing Director at Ridge Retirement Consultants, LLC will be leading the discussion on fiduciary topics impacting local plan sponsors. Lyday emphasizes, “The retirement plan landscape continues to get more and more complicated with increasing regulation from the government as well as increasing class action lawsuits from participants. It’s more difficult than ever to be a plan sponsor and know how to best mitigate your fiduciary liability while at the same time offer a retirement plan to your participants that actually gives them the ability to be able to retire. I’m really excited about this year’s Fiduciary Summit and how we are going to be able to help plan sponsors. We’re not only going to inform and educate but also give tangible deliverables to drive more successful plans on every level.”

Guest speakers include:

  • Mark Blackburn, CPA & Partner - LBMC
  • Hugh O'Toole, SVP - Viability Advisory Group
  • Diane Gallagher, VP DCIO Practice Management - American Century
  • More TBA

Topics of discussion include:
1) What every Fiduciary needs to know for 2016
2) What your lack of financial wellness is costing you in health care expenditures and productivity
3) Preferred investment strategies to address the current fixed income and equity markets
4) Best practices in plan design from 2016 Plan Sponsor of the Year
5) Panel of Experts discussing audit, legal and employee benefit issues impacting plan sponsors
6) RFP Best Practices

The Tennessee Fiduciary Summit is the third stop of the 2016 Retirement Plan Road Show and will be held at the Nashville City Club (201 4th Ave N, Nashville, TN 37219) from 11:00 AM to 3:00 PM (Lunch will be served before the event). The 2016 Tennessee Fiduciary Summit is approved for 3 CPE/CPA credits, 3 HRCI general credits, and 3 SHRM Professional Development Credits (PDCs). Seating is limited and local plan sponsors will receive priority registration. Additional details and online registration information can be found online: http://xgrowthsolutions.com/retirement-events/2016/04/2016-tennessee-fiduciary-summit/

About Ridge Retirement Consultants, LLC

Ridge is an independent Registered Investment Advisor providing retirement plan consulting to plan sponsors and their participants. With an extensive and unique background in the retirement plan industry, Ridge brings innovative solutions that drive meaningful impact for their clients. With a client base that ranges in size from start-ups to plans of over a billion dollars and plan types of 401(k), 403(b), defined benefit and non-qualified we have the ability and expertise to provide comprehensive consulting to plans of all types.


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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