2017 Philadelphia Fiduciary Summit Gathers Local Employers and Plan Sponsors to Discuss 401(k) and 403(b) Best Practices

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Xponential Growth Solutions and NFP announce the Philadelphia Fiduciary Summit to be held on October 18th at the Sky Philadelphia. The summit is part of the Retirement Plan Road Show: a national series of educational workshops designed for 401(k), 403(b), and retirement plan sponsors, trustees, and fiduciaries.

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This Summit will focus on steps you can take to ensure your plan is run efficiently and in the most cost-effective manner. By doing so, your participants will be the ultimate beneficiaries of your actions.

Xponential Growth Solutions is pleased to announce that it will be hosting the 2017 Philadelphia Fiduciary Summit. The fiduciary training event will bring together both local and national expertise to interact with employers made up of Finance, Human Resource, and Benefit 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.

Mike Falcone, Vice President of NFP Retirement Division emphasizes, "Nobody said being a fiduciary is an easy job, especially these days when everything you do is under someone’s microscope. What matters most is that you do things prudently and document what you’ve done. This Summit will focus on steps you can take to ensure your plan is run efficiently and in the most cost-effective manner. By doing so, your participants will be the ultimate beneficiaries of your actions."

Mike Falcone will lead the discussion on fiduciary topics impacting local plan sponsors. Guest speakers include:

  • John Carl, Founder & President – Retirement Learning Center
  • Thomas Hagstrom, CFA, VP & Head of Client Portfolio Strategies – Charles Schwab
  • More Speakers To Be Announced

Topics of Discussion:

  • Top Challenges Impacting Plan Fiduciaries
  • The Millennial Challenge
  • Target Date Fund Due Diligence
  • Active vs. Passive: Which is better?
  • Retirement Healthcare Options
  • Non-qualified Plan Solutions

The 2017 Philadelphia Fiduciary Summit is the second stop of the 2017 Retirement Plan Road Show and is being held on October 18th, 2017 at the Sky Philadelphia, located at 1717 Arch St., Philadelphia, PA 19103 from 11:00 am to 3:15 pm (lunch will be served). The Philadelphia Fiduciary Summit is approved for 3 CPE/CPA credits, 3 HRCI general credits, 3 SHRM PDCs, and is CEBS credit eligible. Seating is limited and local plan sponsors will receive priority registration. Additional details and 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 insurance and wealth management 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 US-based privately owned broker and the 11th largest broker of US 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.

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 Road Show, 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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