2017 Los Angeles Fiduciary Summit Gathers 401(k), 403(b), and Retirement Plan Leaders

Share Article

Xponential Growth Solutions and NFP announce the 2017 Los Angeles Fiduciary Summit, on March 30, 2016, at the Langham Huntington in Pasadena. The summit is part of the Retirement Plan Road Show: a national series of educational workshops designed for 401(k), 403(b), NQDC and retirement plan sponsors, trustees and fiduciaries.

2017 Los Angeles Fiduciary Summit

The focus is now on how these plans can help people transition into a dignified retirement lifestyle and when an employer considers where they want their employees to be at 65 then they can back into plan designs that will actually put people on track

Xponential Growth Solutions is pleased to announce the second stop of the 2017 Retirement Plan Roadshow in Los Angeles. The 2017 Los Angeles Fiduciary Summit celebrates the fifth year of the successful series of educational workshops and will bring together both local and national expertise to interact with employers made up of Finance, Human Resources and Benefits executives. Speakers will provide insights to help employers reduce fiduciary risk, identify plan upgrades and make better decisions that positively impact participants.

John Spach, Managing Director, Retirement - NFP, emphasized, "The 401(k) and 403(b) industry is entering the most exciting time in its existence. The focus is now on how these plans can help people transition into a dignified retirement lifestyle and when an employer considers where they want their employees to be at 65 then they can back into plan designs that will actually put people on track to retire."

Spach will host the event which will highlight an informative discussion forum insights from other local experts including:

  • Dave Stecher, National Practice Leader, Executive Benefits – NFP
  • John Russon, CPA & Partner – PensionAssurance
  • Ryan Pedroza, President/Partner – The Ryding Company
  • Joel Shapiro, Senior Vice President, ERISA Compliance – NFP
  • Laraine McKinnon, Managing Director – BlackRock
  • More TBA!

Topics of Discussion:

  • DOL Fiduciary Rule & Compliance Updates
  • Pillars of a Successful Retirement Program for Your Key Executives & Employees
  • RFI & RFP Best Practices & New Technology
  • Cost Saving Strategies for Retirement & Benefits Plan Design
  • Fiduciary Responsibilities Associated with Selecting & Monitoring Target Date Funds
  • Local Professional Best Practices Panel
  • Future in Focus – Improving Outcomes Today

The 2017 Los Angeles Fiduciary Summit will be held on March 30, 2017 at Langham Huntington located at 1401 S Knoll Ave Pasadena, CA 92206 from 11:00 am to 3:00 pm (lunch will be served). The Los Angeles Fiduciary Summit is approved for 3 CPE/CPA credits, 3 HRCI general credits, and 3 SHRM PDC 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:

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 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 U.S.-based privately owned broker and the 11th largest broker of U.S. 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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jon Freye
Follow >
Xponential Growth Solutions
since: 01/2012
Like >
Follow us on
Visit website