2016 Orlando Fiduciary Summit Gathers Employers and Industry Experts to Discuss 401(k) and 403(b) Best Practices

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Xponential Growth Solutions and Arthur J. Gallagher announce the Orlando Fiduciary Summit, on June 14th, 2016 at The Grand Bohemian Hotel. 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 Orlando Fiduciary Summit

2016 Orlando Fiduciary Summit

...will help local fiduciaries and their participants and beneficiaries take the best possible actions to insure the most secure retirement possible.

The 2016 Orlando Fiduciary Summit is an educational workshop that brings together both local and national expertise to interact with Finance, Human Resource, and Benefit executives, along with fiduciaries and Business Owners. The goal being to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.

Mark Levitats, CFP, PRP and Gregg Fine, AIF, PRP Area VP's with the Retirement Consulting Practice of Arthur J. Gallagher & Co. will be part of panel of national experts that will be discussing recent trends that fiduciaries face regarding their retirement plans. Levitats & Fine emphasized, “This exciting event is coming to Orlando and will help local fiduciaries and their participants and beneficiaries take the best possible actions to insure the most secure retirement possible. We look forward to being featured in the summit to share our insights and perspective.”

Local Expert Panelists:

  • Gregg Fine, Area VP – Arthur J. Gallagher
  • Mark Levitats, Area VP – Arthur J. Gallagher
  • John Heber, Esq. – StearnsWeaverMiller
  • Adam Firestein, CPA, Partner – Marcum

National Guest Speaker:
Dave Donaldson, former Senior DOL Investigator - President & CEO at ERISA Smart

Topics of Discussion:

  • What Every Fiduciary Needs to Know
  • Total Governance & Participant Solutions
  • Ask the Experts – Local & National Professional Panel
  • Financial Fitness/Wellness/Participant Advice Model
  • Key Industry Trends
  • RFP Best Practices
  • New Fiduciary Rules

The 2016 Orlando Fiduciary Summit is the eighth stop of the 2016 Retirement Plan Road Show and will be held at The Grand Bohemian Hotel located at 325 S Orange Ave, Orlando, FL 32801 from 11:00 AM to 3:00 PM (lunch will be served). The 2016 Orlando Fiduciary Summit is approved for 3 CPE/CPA credits, 3 HRCI general credits, 3 SHRM Professional Development Credits (PDCs), and is CEBS eligible. Seating is limited and local plan sponsors will receive priority registration. Additional details and registration information can be found on the registration page:


About Arthur J. Gallagher:
Arthur J. Gallagher & Co.’s Employee Benefits Consulting and Brokerage operation offers a full range of employee benefit and HR consulting solutions. With client service capabilities in more than 70 countries, consultants deliver benefits strategy, plan design and management, financial planning, actuarial, data analysis and benchmarking, retirement brokerage and consulting, human resource services and more. Learn about us at ajg.com

LCN: 188736
Expiration Date: 5/17/2017

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’sretirement 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
Xponential Growth Solutions

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