Plan sponsors who are interested in fiduciary best practices and want actionable ideas to improve their 401(k) or 403(b) plan will find our D.C. fiduciary summit well worth three hours of their time.
Washington, DC (PRWEB) May 07, 2013
Xponential Growth Solutions has teamed up with 401(k) Advisors- Mid Atlantic Region for the 2013 Washington D.C. Fiduciary Summit. Local employers and speakers are to discuss topics on avoiding fiduciary pitfalls of 401(k) and 403(b) plans, reducing employee costs to improve bottom-lines, benchmarking advisor services & fees, and preventing the “target date fund” time bomb.
Brian Roberts, Director of 401(k) Advisors- Mid Atlantic Region, affirms, "Plan sponsors who are interested in fiduciary best practices and want actionable ideas to improve their 401(k) or 403(b) plan will find our D.C. fiduciary summit well worth three hours of their time." Serving as a Director of one of the Mid Atlantic’s preeminent advisory firms, Roberts has been an industry leader for more than twenty five years and holds the Chartered Financial Analyst (CFA) designation.
The 2013 Washington D.C. Fiduciary Summit will be held at the Key Bridge Marriott on Tuesday June 4th, 2013 from 11:00 AM to 2:30 PM (Lunch will be served). The 2013 Washington D.C. Fiduciary Summit is approved for 3 CPE/CPA Credits and 2.5 HRCI/SPHR/PHR/GPHR General Credits. Seating is limited and priority will be given to local plan sponsors, with the $150 registration fee waived on a limited basis. For additional details and registration information click here.
About 401(k) Advisors Mid Atlantic Region
401k Advisors – Mid Atlantic Region is part of 401k 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 401k Advisors team maximizes retirement plan outcomes by increasing investment performance, reducing plan expenses, improving plan efficiency, and helping sponsors to meet ERISA compliance requirements.
401(k) Advisors: 120 Vantis, Suite 400, Aliso Viejo, CA 92656 949.460.9898 / 800.959.0071 http://www.401kadvisors.com
Securities offered through Financial Telesis, Inc. Investment Advisory Services offered through 401(k) Advisors. Financial Telesis, Inc. is not an affiliate of 401(k) Advisors.
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 Roadshow, 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.