Southeast Michigan 401(k), 403(b), and Retirement Plan Leaders Gather for the 2016 Southeast Michigan Fiduciary Summit

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Xponential Growth Solutions announces the 2016 Southeast Michigan Fiduciary Summit on May 18th, 2016 at Walsh College in Troy, Michigan. This workshop marks the 6th stop 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.

2016 Southeast Michigan Fiduciary Summit

2016 Southeast 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 to measure and manage this objective

The 2016 Southeast Michigan Fiduciary Summit will bring together both local and national expertise to interact with employers made up of Finance, Human Resource and Benefit Executives, Fiduciaries, and Business Owners. Guest speakers will provide insights to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.

Jon Freye, Founder and Managing Director of Xponential Growth Solutions, states, "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 Kelley Snook alongside David Anderson both Partners of SHA Retirement Group. Guest speakers include:

  • Jennifer M. Coon, CPA & Senior Manager - DKSS
  • Diane Gallagher, VP DCIO Practice Management - American Century
  • Cynthia Moore, Member & Practice Department Manager - Dickinson Wright
  • More local speakers TBA!

Topics of Discussion:

  • What Every Fiduciary Needs to Know for 2016
  • Investment Trends – Stable Value, QDIA’s, and TDF’s
  • Understanding Fees and Determining Reasonableness
  • Ask the Expert – Local Professional Panel
  • “Who’s in the Driver’s Seat”- Participant Behavior Study

The 2016 Southeast Michigan Fiduciary Summit is the sixth stop of the 2016 Retirement Plan Road Show and will be held at Walsh College located at 3838 Livernois Road, Troy, MI 48083 from 8:00 am to 11:30 am (Breakfast will be served). The Southeast Michigan Fiduciary Summit is approved for 3 CPE/CPA credits, 3 HRCI general credits, 3 SHRM Professional Development Credits, and is CEBS credit eligible. 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, and an overview of our Elite Retirement Consultants can be found here:

About SHA Retirement Group

Since 2004, SHA Retirement Group has advised organizations with the goal of positively impacting the futures of employees while helping manage fiduciary risk and overall long term cost. We specialize in 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans. Based in the metro-Detroit and Grand Rapids, Michigan, SHA clients are colleges, universities, and businesses in the manufacturing, automotive, and service industries. SHA Retirement Group leverages extensive resources 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. Investment advice may also be offered through Resources Investment Advisors, Inc. ("RIA"), an SEC-registered investment adviser. RIA, SHA Retirement Group and LPL Financial are seperate entities.

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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