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

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Xponential Growth Solutions and Chepenik Financial announce the 2016 Tampa Bay Fiduciary Summit to be held on Tuesday, October 25, 2016 at the Centre Club Tampa. 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 Tampa Bay Fiduciary Summit

2016 Tampa Bay Fiduciary Summit

We are truly excited to help plan sponsors define “success” and bring some ideas to the table to help their most important asset, their employees, better their chances of accomplish their hopes and dreams

Xponential Growth Solutions is pleased to announce the 2016 Tampa Bay 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.

Jason Chepenik, Managing Partner of Chepenik Financial states, "We are thrilled to be hosting the Fiduciary Summit in Tampa on October 25th. We are truly excited to help plan sponsors define “success” and bring some ideas to the table to help their most important asset, their employees, better their chances of accomplish their hopes and dreams…and especially that “movie in their head” type of retirement".

Along with Chepenik, additional guest speakers include:

  • Jeremy Hertz, VP Compliance – Alltrust
  • Mark Freid, President – Think Creative Inc.
  • Robert Heidt, Florida EBP Audit Practice Leader – RSM US
  • Kathryn Solley, Partner – Nelson Mullins Riley & Scarborough LLP

Topics of Discussion:

  • What Every Fiduciary Needs to Know
  • Financial Wellness
  • Ask the Experts – Local & National Professional Panel
  • Key Industry Trends Panel
  • RFP Best Practices
  • And more!

The 2016 Tampa Bay Fiduciary Summit is a stop on the 2016 Retirement Plan Road Show and will be held on Tuesday October 25, 2016 at the Centre Club, 123 S. Westshore Blvd, Tampa, FL 33609 from 8:00 AM to 12:00 PM (breakfast will be served). The 2016 Tampa Bay 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:

http://xgrowthsolutions.com/events/2016-tampa-fiduciary-summit/

About Chepenik Financial
Chepenik Financial is an award winning, family owned, financial services firm that has been helping clients utilize their resources to live healthier, happier, more fulfilling lives for more than 40 years. The core of the firm’s success comes from our tagline….”We Go Beyond”. We think outside the box, using unconventional wisdom, creativity and knowledge to make the difference.

Most firms focus on the three core competencies – fees, investments, and fiduciary governance. While those are certainly of primary concern to us, our overall philosophy focuses on a much bigger goal: EFFICACY. In other words, is your plan really serving its purpose? Are your employees really preparing themselves adequately for a comfortable retirement? Are they on track to being able to comfortably retire when they choose? Finally, are we really doing everything we can to propel them to the retirement finish line on time? So in actuality, our consulting philosophy goes beyond investments.

Based in Central Florida, Chepenik Financial serves more than 50,000 participants with combined plan assets approaching $1 Billion. Plan success comes from the combination creative plan design, aggressive participant engagement and rigorous evaluation. We come in firing on all cylinders. That’s what Chepenik by our corporate tagline - “We Go Beyond.”

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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