2018 Southern California Fiduciary Summit Highlights Retirement Plan Best Practices

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Educational Workshop Helps Southern California Businesses with Retirement Plan Strategies

2018 Southern California Fiduciary Summit Invite

Having the latest information is essential to creating positive outcomes for employees. With industry experts and timely topics, this summit is a must for business owners and plan sponsors looking to the future.

Southern California marks the second stop on the nationwide tour known as the Retirement Plan Road Show, a series of educational summits offered by Xponential Growth Services (XGS) that is now entering its seventh year. The 2018 Southern California Fiduciary Summit will be held Thursday, March 22, 2018 from 11:00am to 3:00pm (luncheon included) at the Water Grill South Coast Plaza in Costa Mesa, California.

The Retirement Plan Roadshow was founded by XGS in 2012 with the intention of providing educational resources to businesses looking to help employees reach retirement plan goals. Stops along this national tour are hosted by local business leaders and each stop features several speakers, including local retirement plan leaders and leading industry experts. Summits are designed to benefit business owners, fiduciaries, and finance, human resource, and benefit executives looking to create the best strategies for plan participants.

In 2017, the Retirement Plan Road Show drew members from over 1,200 businesses and organizations supporting more than 2 million plan participants and managing over $125 billion in retirement plan assets. XGS, along with local partners at Retirement Benefits Group (RBG), are pleased to create a positive impact for so many businesses and employees.

“Having the latest information is essential to creating positive outcomes for employees. With industry experts and timely topics, this summit is a must for business owners and plan sponsors looking to the future,” says Lloyd Engleman, Retirement Plan Consultant at Retirement Benefits Group (RBG) and host of the 2018 Southern California Fiduciary Summit. Co-hosts at this event include Glenn Cassidy, Michael Castner, and Gary Josephs, all Retirement Plan Consultants at RBG.

The lineup of local guest speakers includes:

  • David Donaldson, Former Senior DOL Investigator, President & CEO – ERISA Smart
  • Mike Glaab, CPA & Partner – White Nelson Diehl Evans LLP
  • Chris Thurin, Regional Managing Principal – OneDigital
  • Christina Anstett, Director/ERISA Attorney – AXA Distributors, LLC

Topics of discussion for the 2018 Southern California Fiduciary Summit include:

  • What Every Fiduciary Needs to Know
  • Ask the Experts – Local & National Professional Panel
  • Key Industry Trends Panel
  • Maximizing Participant Outcomes
  • RFP Best Practices
  • DOL Fiduciary Rule Update – How Does It Affect You as a Plan Sponsor?
  • Through the Eyes of a Former Senior DOL Investigator
  • Financial Wellness – Next Generation Solutions

Participants in the 2018 Southern California 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 Road Show survey on the event page - http://xgrowthsolutions.com/events/2018-southern-california-fiduciary-summit/

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 Retirement Benefits Group: Retirement Benefits Group (RBG) is a retirement plan consulting firm led by eight Principals with decades of combined experience. RBG takes pride in offering independent retirement plan support and advice, including financial and educational services, fiduciary services, investment monitoring, plan design services, and the passion for the participant program.

For more information, visit: http://rbgnrp.com/

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Jon Freye
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