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

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Xponential Growth Solutions and White Oak Advisors announce the 2016 Columbus Fiduciary Summit, on November 3, 2016 at the New Albany Country Club. The summit 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 Columbus Fiduciary Summit

2016 Columbus Fiduciary Summit

This seminar is a unique opportunity to hear from local industry experts on ways to create superior outcomes for your retirement plan, while keeping in mind the best interest of employees and employers.

Xponential Growth Solutions is pleased to announce the 2016 Columbus 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.

The summit is hosted by Ric Clouse and Rocke Blair, Practice Leaders at White Oak Advisors located in Columbus, OH. Ric and Rocke emphasize, "The 2016 Columbus Fiduciary Summit will provide insight into best practices for optimizing your retirement plan. This seminar is a unique opportunity to hear from local industry experts on ways to create superior outcomes for your retirement plan, while keeping in mind the best interest of employees and employers."

Along with Ric Clouse and Rocke Blair of White Oak Advisors, additional guest speakers include:

  • Seth Hanft, Senior Associate, Employee Benefits – Porter Wright
  • Dirk Raderstorf, Senior Consultant – Chelko Consulting Group
  • Andrea M. Meinardi, CPA, Partner - Crowe Horwath LLP
  • More speakers to be announced!

Topics of Discussion:

  • What Every Fiduciary Needs to Know
  • Ask the Experts – Local & National Professional Panel
  • Empowering Employees with Financial Wellness
  • Recent 401(k) & 403(b) Fee Lawsuits
  • RFP/RFI Best Practices

The 2016 Columbus Fiduciary Summit is a stop on the 2016 Retirement Plan Road Show and will be held at the New Albany Country Club (1 Club Lane, New Albany, OH 43054) from 8:00 AM to 12:30 PM (lunch will be served). The 2016 Columbus Fiduciary Summit is approved for 3 hours of CPE/CPA credits, HRCI/SPHR general credits, 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: xgrowthsolutions.com/events/2016-columbus-fiduciary-summit/

About White Oak Advisors

White Oak Advisors is an institutional retirement plan consulting firm that cultivates superior outcomes for employers, plan participants, foundations and endowments to maximize their efficiency and effectiveness. White Oak’s practice leaders collectively offer nearly 100 years of experience and provide consulting on all aspects of employer-sponsored retirement plans, including compliance, analytical benchmarking, investment oversight, fiduciary management, plan design, and provider searches and negotiations. As an independently owned firm, White Oak Advisors provides objective and conflict-free stewardship of retirement plan management. For more information, visit http://www.whiteoakadvisors.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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