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

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Xponential Growth Solutions announces the 2016 North Carolina Fiduciary Summit on August 24, 2016 at the Angus Barn in Raleigh, NC. This workshop is a 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 North Carolina Fiduciary Summit

2016 North Carolina Fiduciary Summit

We will also focus on participant outcomes and best practices, since after all, the primary duty of the fiduciary is to act solely in the interest of plan participants and their beneficiaries.

Xponential Growth Solutions is pleased to announce the 2016 North Carolina Fiduciary Summit. This fiduciary summit will bring together both local and national experts to interact with employers made up of executives in finance, human resources and benefits who serve on their 401(k) or 403(b) plan committees. Speakers will provide insights to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.

The educational workshop will be hosted by Joe Gordon, 401(k) Fiduciary & Managing Partner at Gordon Asset Management, LLC who emphasizes, "With the regulatory onslaught by the Department of Labor, and numerous court cases settled, plan sponsors will appreciate the update on fiduciary best practices and guidelines to adopt right away to stay out harms way. We will explore best practices on fiduciary governance, revenue sharing, compliance with service provider fee disclosure regulations and how to control plan expenses as your plan grows. We will also focus on participant outcomes and best practices, since after all, the primary duty of the fiduciary is to act solely in the interest of plan participants and their beneficiaries for the exclusive purpose of providing benefits".

Additional speakers include: Mark Odo of Swan Global Investments, Melissa Nelson of Marsh & McLennan Agency, & Kevin Bassett, CPA of Basset & Byers.

Topics of Discussion:

  • Retirement Plan Committee Best Practices (Plan fees & benchmarking)
  • Measuring DC Plan Success
  • Getting Through To Plan Participants
  • Avoiding The Bear – Alternative Solutions To 401(k) Investing
  • Ask The Experts Panel – Local Professionals
  • RFP/RFI Best Practices

This fiduciary summit is a stop on the 2016 Retirement Plan Road Show and will be held on August 24, 2016 at the Angus Barn located at 9401 Glenwood Ave, Raleigh, NC 27617 from 11:00 am to 3:00 pm (lunch will be served) followed by a hosted cocktail/social hour in Angus Barn's the Wild Turker Bar & Lounge.

The North Carolina Fiduciary Summit is approved for 3 CPE/CPA, HRCI, SHRM and CEBS credits. Seating is limited and local plan sponsors will receive priority registration. Additional details and registration information can be found using the link below. Seating is limited and priority will be given to local plan sponsors, with a waived $150 registration fee available on a limited basis.

About Gordon Asset Management, LLC:

Gordon Asset Management, LLC is an independent investment advisory firm regulated by the Securities and Exchange Commission and serves in a fiduciary capacity in managing ERISA qualified retirement plans. Managing partner, Joe Gordon, has extensive experience in the retirement plan field; having served as an ERISA 3(21)A(ii) fiduciary in the ‘80s and ‘90s while successfully running a 401(k) record-keeping & TPA firm. Since the origin of the firm in 2001, Gordon Asset Management has operated as a plan level fiduciary with or without discretion, under ERISA 3(38) or ERISA 3(21)A(ii). The firm manages over $900 million in assets and advises more than 150 401(k) plans. The firm is CEFEX certified as an investment advisor through the Centre for Fiduciary Excellence

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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.

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Jon Freye
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