2017 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 2017 South Florida Fiduciary Summit on June 14th at the Tower Club Fort Lauderdale. This Summit is part of the Retirement Plan Road Show: a national series of educational workshops designed for Finance, Human Resource, and Benefit executives, as well as plan sponsors and fiduciaries.

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The goal of this Summit is to empower and educate plan sponsors on how to become better fiduciaries and on how to set up their retirement plans for success

Xponential Growth Solutions is pleased to announce the 2017 South Florida Fiduciary Summit. This Summit is part of the national Retirement Plan Road Show, a series of educational workshops that brings 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.

Brett Shofner, President of Work Plan Retire emphasizes that ""The Summit will position employers to walk out knowing how to be an effective fiduciary and how to design the retirement plan to get results for the employees. Most employers want to be good fiduciaries and want results for the employees, but our industry does a poor job of providing the road map these employers need to achieve those two things. Our Summit will be the "easy button" for employers who desire fiduciary protection and secure retirement for their employees."

Brett Shofner will lead the discussion on how to be an effective fiduciary and measure employee retirement success. Guest speakers include Dave Donaldson, Former Senior DOL Investigator & President & CEO of ERISA Smart as well as Tom Foster, AVP and National Spokesperson at MassMutual. Other guest speakers are to be announced.

Topics of Discussion:

  • How to be an Effective Fiduciary and Measure Employee Retirement Success
  • Through the Eyes of a Former Senior DOL Investigator – What Every Fiduciary Needs to Know for 2017
  • Convergence of Healthcare & Retirement Plans
  • Case Study – Award Winning Approach to Plan Design & Generating Positive Participant Outcomes
  • Retirement Readiness & the Bottom Line
  • Financial Wellness Tools for Employees
  • RFP & RFI Best Practices

The 2017 South Florida Fiduciary Summit will be held at the Tower Club Fort Lauderdale 100 SE Third Avenue, 28th Floor, Fort Lauderdale, FL 33394 from 11:00 AM to 3:00 PM (lunch will be served). The 2017 South Florida 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/2017-south-florida-fiduciary-summit/

About Work Plan Retire

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

They have helped fiduciaries optimize their retirement plan and measure participant success. They believe 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. They will help you build and shape a retirement plan that attracts and retains the right type of employee talent your company covets.

For more information, visit http://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 resource, 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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