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

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Xponential Growth Solutions and Work Plan Retire announce the South Florida Fiduciary Summit, on October 4th, 2016 at The Biltmore in Coral Gables. The Summit is part of the Retirement Plan Roadshow: a national series of educational workshops designed for 401(k), 403(b), and retirement plan sponsors, trustees, and fiduciaries.

2016 South Florida Fiduciary Summit

This summit is the platform for proactive plan sponsors to access training and make expert connections to work towards that single goal. Accomplishing the mission of successful retirement outcomes for employees and participants.

The 2016 South Florida 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 purpose of this workshop is to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.

"Making retirement plans work effectively for employers and employees is not an easy task," says Brett Shofner, President of Work Plan Retire. "This Summit is the platform for proactive plan sponsors to access training and make expert connections to work towards that single goal. Accomplishing the mission of successful retirement outcomes for employees and participants."

Brett Shofner will lead the discussion on fiduciary topics impacting local plan sponsors. Guest speakers include:

  • Tom Foster, AVP & National Spokesperson - MassMutual Financial Group
  • Jeremy Poincenot, - Inspirational Speaker, Coach & World Blind Golf Champion
  • Jim Gilligan, Regional Director Retirement Plan Services - OneAmerica
  • Seth Gusman, Vice President DCIO - T. Rowe Price
  • Matt Vanaman, CFA, CPA, DCIO VP - PIMCO
  • More Speakers TBA!

Topics of Discussion:

  • Making Retirement Plans Work for Employers & Employees
  • What Every Fiduciary Needs to Know for 2016
  • Plan Design & Participant Outcomes
  • Evaluating the Reasonableness of Plan Fees
  • Ask the Expert - Local Professional Panel
  • Recent 401(k) & 403(b) Fee Lawsuits
  • RFI & RFP Best Practices

The 2016 South Florida Fiduciary Summit is the thirteenth stop of the 2016 Retirement Plan Road Show and will be held at The Biltmore in Coral Gables on October 4th, 2016 from 11:00 AM to 3:00 PM (lunch will be served). The 2016 South Florida Fiduciary Summit is approved for 3 CPE/CPA credits, 3 HRCI general credits, 3 SHRM Professional Development Credits (PDCs), and 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: http://xgrowthsolutions.com/events/2016-south-florida-fiduciary-summit/

About Work Plan Retire:

Work Plan Retire's financial consulting practice has partners that are focused on advisory services for employer retirement plans, servicing clients across the nation, with offices in South Florida, Denver and New York. Services are offered to successful companies who take their retirement plan seriously. Work Plan Retire is most effective with clients that have strong company cultures and are successful within their industry. Work Plan Retire works with investment committees that are committee to creating outstanding benefit programs for their employees and strive toward fiduciary best practices. Work Plan Retire has built the practice since 2002 by servicing clients with over $1 billion in retirement assets and thousands of employees.

Work Plan Retire helps plan fiduciaries optimize their retirement plan and measure participant success. Work Plan Retire believes employees on track for retirement are more productive in their jobs, more loyal to the employer and ultimately more valuable to themselves and the employer. Work Plan Retire will help you build and shape a retirement plan that attracts and retains the right type of employee talent your company covets.

Work Plan Retire's commitment is to help you meet fiduciary obligations through investment committee meetings, policy statements, participant tracking, investment reviews, plan design techniques and employee education.

More information is available at http://www.workplanretire.com/

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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Xponential Growth Solutions
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