This conference is a must for employers who are committed to managing, growing and protecting their employees’ plans which is more critical now than ever.
Phoenix, AZ (PRWEB) April 29, 2010
401(k) Advisors – Arizona (http://www.the401kexpert.com) announced today they are the host of the Fiduciary Fiesta on Wednesday, May 5, 2010. The event for 401(k) plan sponsors, trustees, fiduciaries and retirement benefit plan committee members will cover everything a fiduciary needs to know including: maximizing effectiveness with process, culture and compliance as well as plan changes from filing to the IRS and industry trends.
"This conference is a must for employers who are committed to managing, growing and protecting their employees' plans which is more critical now than ever,” said Fiesta host and managing director of 401(k) Advisors- Arizona, John L. Scott. "We have a proven track record for making a difference and have brought in industry experts to continue to help plan sponsors be successful.”
The Fiduciary Fiesta is hosted by Managing Director, John L. Scott, AIF and a Plan Sponsor Retirement Professional. In addition to being an industry leader for nearly thirty years, Scott was recently named one of the Top Forty Advisors in the country by The 401(k) Wire. Two of his clients were also recognized by the Phoenix Business Journal in the 2010 Twenty Best Retirement Plans in Arizona.
Additionally, the Fiduciary Fiesta features well known guest speaker Susan Mehlman, director employee benefit services for Moss Adams who leads the firm's Puget Sound Retirement Services Practice. Stephan King, tax partner and owner of Moss Adams Scottsdale LLP, will also be a guest speaker. He is a CPA with more than twenty years experience and practice in Oregon, California and Arizona. The other guest speaker is Eric Sholberg, CPA, AIF, and director of Individual Services for 401(k) Advisors-Arizona , who was previously a manager with Deloitte & Touche.
The Fiduciary Fiesta will be held at The Ritz-Carlton Phoenix on May 5, 2010 from 9:00 am to 11:30 am. The conference is limited to the first 50 plan sponsors. For more information about the conference or to RSVP, please contact Jon Freye at jfreye(at)xgrowthsolutions(dot)com or at (619) 615-4229.
401(k) Advisors - Arizona
Since 2000, 401k Advisors- Arizona (http://www.the401kexpert.com ) has helped to set new standards for 401(k) guidance. The firm specializes in sponsor/participant advocacy for small, mid-size and large clients with design, fee benchmarking, investment due diligence, and compliance of 401(k) plans.
401(k) Advisors – Arizona is part of 401(k) Advisors , a qualified retirement plan consulting company whose services help protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants. As fiduciaries, the 401(k) Advisors team maximizes retirement plan outcomes by boosting performance, reducing plan expenses, improving plan efficiency, and helping sponsors to meet ERISA compliance requirements. 401(k) Advisors consults on more than $50 billion in retirement plan assets.
401(k) Advisors – Arizona is headquartered in Scottsdale, AZ. Securities and investment advisory services offered through Financial Telesis, Inc. 4340 Redwood Highway, Suite A-23, San Rafael, CA 94903. A registered broker/dealer. Member FINRA & SIPC.
Xponential Growth Solutions
Xponential Growth Solutions (http://www.xgrowthsolutions.com) provides matchmaking services for the retirement plan industry partnering with forward thinking plan sponsors, industry leading advisors and service providers. XGS training and educational summit opportunities present a forum to empower sponsors to help America reach their retirement goals one retirement plan at a time.
John L. Scott
401(k) Advisors – Arizona
8426 E. Shea Blvd. Scottsdale, AZ 85260
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