The 2016 Cleveland Fiduciary Summit Gathers 401(k), 403(b), and Retirement Plan Leaders

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Xponential Growth Solutions and Sequoia Financial Group announce the 2016 Cleveland Fiduciary Summit, on May 17, 2016, at Corporate College East in Warrensville Heights, OH. 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 Cleveland Fiduciary Summit

2016 Cleveland Fiduciary Summit

save crucial time and improve plan outcomes

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

Stan Milovancev, Executive Vice President, Institutional Services – Sequoia Financial Group emphasizes, “Today, more than ever, business leaders need to focus on their core operations to help ensure a profitable and sustainable enterprise. We believe we can save you crucial time and improve plan outcomes through the use of our Prudent Expert System®, which delivers fiduciary simplicity and participant solutions”.

The educational event will feature Stan Milovancev, QKA, CPA - Executive Vice President, Institutional Services at Sequoia Financial Group. Additional local guest speakers include Shaylor R. Steele - Partner at Benesch Law and Pamela J. Dunlap - CPA & Partner at Cohen & Company) along with national guest speaker David Donaldson - Former Senior DOL Investigator - President and CEO at ERISA Smart.

Topics of Discussion:
Total Governance & Participant Solutions – Beyond Investment Advice
What Every Fiduciary Needs to Know
Financial Wellness Participant Advice Solutions
Key Industry Trends
Ask The Expert – Local Professional Panel
Plan Sponsor Interview – Insights From Your Local Peers – Buckingham, Doolittle & Burroughs, LLC
Through The Eyes of a Former Senior DOL Investigator
RFP Best Practices

The 2016 Cleveland Fiduciary Summit is the sixth stop of the 2016 Retirement Plan Road Show and will be held at Corporate College East, 4400 Richmond Road Warrensville Heights, OH 44128 from 11:00 am to 3:00 pm (lunch will be served). The Cleveland Fiduciary Summit is approved for 3 CPE/CPA credits, 3 HRCI general credits, and 3 SHRM Professional Development 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, and an overview of our Elite Retirement Consultants can be found on the event page below:

About Sequoia Financial Group

Since the founding of our firm 25 years ago, Sequoia Financial Group, LLC has focused on superior client service and strategic financial planning. Sequoia’s Institutional Services team can help provide organizational leaders with clarity and confidence to navigate a highly regulated and increasingly scrutinized retirement plan environment. Our team’s skills and services focus on fiduciary simplicity through plan design consulting, vendor oversight and an Employee Retirement Income Security Act (ERISA) specific investment process. Beyond the goal of fiduciary simplicity, we are passionate about meeting with the individual participants and helping them secure their financial future!

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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