Employers Gather at the 2019 Chicago Fiduciary Summit on June 5th
Chicago marks the eleventh stop on the nationwide tour known as the Retirement Plan Road Show, a series of educational summits offered by Xponential Growth Solutions (XGS) that is now entering its seventh year. The 2019 Chicago Fiduciary Summit will be held Wednesday, June 5th, from 11:00 a.m. to 3:00 p.m. (luncheon included) at the AON center in Downtown Chicago.
CHICAGO, May 22, 2019 /PRNewswire-PRWeb/ -- Chicago marks the Eleventh stop on the nationwide tour known as the Retirement Plan Road Show, a series of educational summits offered by Xponential Growth Solutions (XGS) that is now entering its seventh year. The 2019 Chicago Fiduciary Summit will be held Wednesday, June 5th, from 11:00 a.m. to 3:00 p.m. (luncheon included) at the AON Center in Downtown Chicago.
XGS is committed to providing education and resources that help HR and Benefits Managers, Business Owners, Financial Professionals, fiduciaries, 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 2019, the Retirement Plan Roadshow reached over 1,600 companies and organizations, positively impacting more than 3.7 million plan participants representing over $250 billion in retirement plan assets. XGS hopes to have an even greater impact with the 2018 Retirement Plan Road Show.
Steve Scott, the Founder & Partner of Retirement Solution Group (RSG) and Chris Underwood, Senior Relationship Manager at Retirement Solution Group have been tapped to host this year's Chicago Fiduciary Summit.
They emphasize that "Retirement Solution Group focuses exclusively on the qualified retirement plan industry. We strive to provide fully customized, intelligent, retirement solutions for each client and understand the importance of delivering a benefit that is in the best interest of both employers and employees."
As event hosts, Steve and Chris will lead discussions on timely fiduciary topics affecting local plan sponsors. This year's lineup of local guest speakers includes:
- David Hiss, AIF, Greater Chicago Area Regional Vice President, John Hancock
- Joshua Gomez, Regional Vice President, Southern Region - TransAmerica
- Jim Taylor, CEO - Launchways
- Chris Sleggs, Vice President, External Advisor Consultant - PIMCO
- Tyler Neenan, CFP®, C(k)P®, Vice President, Defined Contribution Consultant - BlackRock Investments
- Gregory A. Mills, CPA , Director, Audit Department - Mueller & Co. LLP
- Chloe Carter, HR SaaS Consultant and Solutions Provider - Paycor
- Ned McNally, Vice President, Senior Retirement Director - State Street Global Advisors
- Matt Smith, CIMA®, Vice President - J.P. Morgan Asset Management
Topics of discussion for the 2019 Chicago Fiduciary Summit include:
- 2019 Best Practices & Case Studies
- Financial Wellness - Creating Participant Connections
- Plan Sponsor Interactive Roundtables
- Plan Benchmarking & RFP Best Practices
- Ask the Experts Panel - Tools & Trends of Today & the Future
Participants in the 2019 Chicago 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 waived for select, qualified plan sponsors following completion of a one-minute Retirement Plan Roadshow survey.
About Xponential Growth Solutions
Since 2009 Xponential Growth Solutions (XGS) has helped thousands of plan sponsors and advisors positively impact millions of employees. We believe that empowering plan sponsors and working with the leading advisors creates impactful results for employees and the industry.
Launched during the financial crisis, we recognized confusion and discrepancies in the industry. We saw the need and opportunity to be an independent voice and thought-leader when it comes to retirement and benefits. That's why we are dedicated to improving plan management and employee outcomes nationwide.
For more information, visit: http://www.xgrowthsolutions.com.
About Retirement Solution Group
For years, Retirement Solution Group operates with a set of core values that drives the company's success. These values, along with their unique focus and knowledge of the industry, allows them to provide outsourced 401(k) and pension department capabilities to the small-to-mid size markets. They oversee all functions within the Plan as a full plan consultant, or fill in the necessary gaps created by your current service model. Their Service Agreements are tailored to your needs and always offer full fee disclosure and specific coverage of roles and responsibilities.
RSG is a leader in their field, providing service in both investments and compliance. This gives their clients the freedom to focus on other aspects of their business. RSG is small and flexible, but work on a larger scale and are more focused and committed than the competition.
SOURCE Xponential Growth Solutions
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