2017 Cincinnati Fiduciary Summit Gathers Employers and Industry Experts to Discuss 401(k) and 403(b) Best Practices

Share Article

Xponential Growth Solutions and MCF Institutional announce the 2017 Cincinnati Fiduciary Summit to be held on September 19th at the Gradyon Law Office in Scripps Center. 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.

News Image
The Summit will focus on strategic steps plan sponsors can make to improve the operation of their plan, to improve the outcomes for participants, and to improve the performance of their organization through use of data and insights to measure success.

Xponential Growth Solutions is pleased to announce the 2017 Cincinnati 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.

Rocke D. Blair, Director of Sales & Strategic Relationships at MCF Institutional and host of the Summit, emphasizes that "the Summit will focus on strategic steps plan sponsors can make to improve the operation of their plan, to improve the outcomes for participants, and to improve the performance of their organization through use of data and insights to measure success."

Guest speakers include:

  • Bradford Campbell, Current Partner at Drinker Biddle & Reath LLP and former Assistant Secretary of Labor for Employee Benefits/Head of Employee Benefits Security Administration
  • James G. Haubrock, Shareholder & Treasurer, CPA, CGMA - Clark, Schaefer, Hackett & Co.
  • Lyndsey Barnett, Partner and Chair of Employee Benefits Practice Group at Graydon Head & Ritchey LLP
  • Thomas Breitenback, Attorney at Graydon Head & Ritchey LLP.

Topics of Discussion:

  • What Every Fiduciary Needs to Know
  • Evaluating the Reasonableness of Plan Fees
  • Convergence of Healthcare & Retirement
  • Washington Update - Legislative, Retirement & Healthcare
  • Ask the Experts - Local & National Professional Panel
  • Key Industry Trends Panel
  • RFI& RFP Best Practices
  • And more!

The 2017 Cincinnati Fiduciary Summit will be held at the Graydon Law Office in Scripps Center, 312 Walnut Street, Suite 1800, Cincinnati, OH 45202, from 11:00 AM to 3:30 PM on Tuesday, September 19th (lunch will be served). This educational event 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-cincinnati-fiduciary-summit/

About MCF Institutional:

A fiduciary partner, MCF serves retirement plan sponsors with independence in a conflict free relationship. Their approach to reduce risk through contemporary thought leadership improves the outcomes for plan participants and employers alike. Controlling costs and employing guidance to diversified portfolios drives the long-term investment success for their clients. The experience held by members of the MCF team makes their advisors some of the most knowledgeable and up-to-date members of the financial community, therefore allowing them to ensure outstanding financial success programs for their clients and strive toward fiduciary excellence.

MCF has helped fiduciaries optimize their retirement plan and create participant success. They tailor independent, objective financial advice and services to unique and individual needs to achieve participant retirement readiness and providing peace of mind in matters of financial management.

For more information, visit http://www.mcfinstitutional.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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jon Freye
@XGSMatchmaking
Follow >
Xponential Growth Solutions
since: 01/2012
Like >
Visit website