2016 New York Fiduciary Summit Gathers 401(k), 403(b), and Retirement Plan Leaders

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Xponential Growth Solutions announces the 2016 New York Fiduciary Summit on Wednesday, October 19th at The Penn Club of New York. The event is part of the Retirement Plan Road Show; a national series of educational workshops designed for Human Resource, Finance and Benefit executives, as well as plan sponsors and fiduciaries.


2016 New York Fiduciary Summit

The 2016 New York Fiduciary Summit will give plan sponsors a forum to interact with leading local experts who will share the latest trends, best practices and new definitions of a successful plan.

Xponential Growth Solutions is pleased to announce the 2016 New York Fiduciary Summit. The summit is part of the national Retirement Plan Road Show, a series of educational workshops that will bring together both local and national expertise to interact with employers made up of Finance, Human Resources and Benefits executives, as well as Business Owners, Fiduciaries, and Plan Sponsors. Speakers will provide insights to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.

Mike Falcone, Vice President of the Retirement Division at NFP, and host of the upcoming seminar emphasizes, "The 2016 New York Fiduciary Summit will give plan sponsors a forum to interact with leading local experts who will share the latest trends, best practices and new definitions of a successful plan. The future of retirement plans revolves around having the right plan with the right provider, at the right price, while also helping employees make well-informed investment decisions to be able to retire with financial security."

Mike Falcone will lead the discussion on fiduciary topics impacting plan sponsors. Guest speakers include:

  • Brian Sweeney, Divisional VP Northeast - MassMutual Financial Group
  • Douglas Fisher, Senior VP Thought Leadership & Policy Development - Fidelity Investments
  • Brian Roberts, Senior Vice President of Consulting - NFP Retirement Division
  • More speakers to be announced!

Topics of Discussion:

  • What Every Fiduciary Needs to Know for 2016
  • Evaluating the Reasonableness of Plan Fees
  • How Retirement Readiness Affects an Employer's Financial Statement
  • Courageous Plan Design
  • Fiduciary Issues Associated with Evaluating & Selecting Target Date Funds
  • Washington Legislative Updates
  • RFI & RFP Best Practices

The 2016 New York Fiduciary Summit will be held on October 19th at The Penn Club located at 30 W 44th St. New York, NY 10036. The luncheon and seminar will be held from 11:00 am to 3:00 pm. The New York 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 can be found online: http://xgrowthsolutions.com/events/2016-new-york-fiduciary-summit/

About NFP

At NFP Corp., our solutions and expertise are matched only by our personal commitment to each client's goals. We’re a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement, and individual insurance and wealth management solutions through our licensed subsidiaries and affiliates.

NFP has more than 3,400 employees and global capabilities. Our expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients' needs. We’ve become one of the largest insurance brokerage, consulting and wealth management firms by building enduring relationships with our clients and helping them realize their goals.

Recently NFP was ranked the 2nd fastest-growing U.S. large-group employee benefits brokers by Employee Benefit Adviser. In addition, Business Insurance ranked as the 5th largest global benefits broker by revenue, the 4th largest US-based privately owned broker and the 11th largest broker of US business. PlanSponsor ranked us the 5th largest executive benefits provider of nonqualified deferred compensation by number of plans, and we were ranked 11th in personal lines P&C revenue by Insurance Journal.

For more information, visit NFP.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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