2018 Seattle Fiduciary Summit Highlights Retirement Plan Best Practices

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Seattle Marks the First Stop in XGS Retirement Plan Road Show

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The attendance and feedback from last year's Fiduciary Summit was amazing. Summit attendees expressed appreciation for a number of valuable, pragmatic and actionable best-practices that strengthen retirement program success, mitigate risk and contain cost.

2018 marks the seventh consecutive year Xponential Growth Solutions (XGS) has held the Retirement Plan Roadshow, first founded in 2012 to assist U.S. employers in reaching their retirement plan goals through educational workshops. The 2018 Seattle Fiduciary Summit, set to take place Tuesday, March 6, 2018 from 11:00am to 3:00pm (luncheon included) at the Columbia Tower Club in Seattle, Washington, is the first of many stops along this annual, nationwide tour.

XGS is committed to providing education and resources that help business owners, fiduciaries, and finance, human resource, and benefit executives to better understand retirement plan best practices and industry trends. This, in turn, allows them to make informed decisions and develop strategies that will help businesses to grow and provide positive outcomes for plan participants.

The annual Retirement Plan Road Show supports this goal by pairing local speakers with industry leaders to discuss a diverse range of topics, from fiduciary responsibility, plan design, and investments, to healthcare, wellness, and more. In 2017, the Retirement Plan Roadshow reached over 1,200 companies and organizations, positively impacting more than 2 million plan participants representing over $125 billion in retirement plan assets. XGS hopes to have an even greater impact with the 2018 Retirement Plan Road Show.

Following last year’s successes, Bill Small, the Co-Founder and Principal of Highland Capital Advisors (Issaquah, WA) has once again been tapped to host the Seattle Fiduciary Summit, this year with Dave Rowe, Senior Consultant and Equity Partner at Highland Capital Advisors. Bill Small emphasizes that "The attendance and feedback from last year's Fiduciary Summit was amazing. Summit attendees expressed appreciation for a number of valuable, pragmatic and actionable best-practices that strengthen retirement program success, mitigate risk and contain cost."

As event hosts, Small and Rowe will lead discussions on timely fiduciary topics affecting local plan sponsors. This year’s lineup of local guest speakers includes:

  • Christine Hawkins, Associate at Davis Wright Tremaine, LLP
  • Shawn Hansen, CPA & Shareholder – Clark Nuber (Bellevue, WA)
  • and more to be announced!

Topics of discussion for the 2018 Seattle Fiduciary Summit include:

  • Recent Lawsuits & Legal Update
  • Health, Wealth, and the Future of Retirement
  • Plan Investment Advisors: A Field Guide
  • What’s Up on Capitol Hill?
  • Ask the Experts – Local & National Professional Panel
  • More Topics TBA!

Participants in the 2018 Seattle Fiduciary Summit may be eligible to receive the following continuing education benefits for attendance:

  • 3 Hours of CPE/CPA Credit
  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit
  • 3 Hours of SHRM Professional Development Credits (PDCs)
  • CEBS Eligible

The cost to attend this event is a registration fee of $150, which may be waved for select, qualified plan sponsors following completion of a one-minute Retirement Plan Roadshow survey.

About Xponential Growth Solutions
Xponential Growth Solutions (XGS) is an independent resource for unbiased education, best practices, and referrals, working to help employers make informed decisions about retirement plans in order to create a positive impact for plan participants. XGS offers solutions for 401(k), 403(b), 457, and defined benefit retirement plans, while also facilitating national fiduciary educational summits designed to help human resource, finance, and business professionals in charge of retirement plans to understand and observe best practices in order to reach retirement plan goals. XGS founded the Retirement Plan Roadshow, a nationwide series of educational summits featuring local and leading fiduciary experts, in 2012.
For more information, visit: http://www.xgrowthsolutions.com

About Highland Capital Advisors, LLC
Investment consultants Highland Capital Advisors rely on years of experience in retirement and investment planning and custom designed analytics to provide clients with unique solutions for their retirement, pension, and investment planning needs.
For more information, visit: http://www.hcportfolios.com/

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Jon Freye
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