With 401(k) plans now the dominant retirement plan vehicle for most employers and employees, it is critical to design and maintain a compliant and well-designed plan to meet overall objectives.
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Kansas City, MO (PRWEB) March 28, 2013
Hosting the discussion at the 2013 Kansas City Fiduciary Summit will be the Lockton Retirement Services’ Bob Croy, Senior Vice President, and Kyle Hartman, Executive Vice President. Lockton Retirement Services has approximately $25 billion in assets under management and is ranked top five largest 401(k) consultants by Plan Sponsor Magazine, 2012. Expressing the timeliness of the summit, Bob Croy noted, “With 401(k) plans now the dominant retirement plan vehicle for most employers and employees, it is critical to design and maintain a compliant and well-designed plan to meet overall objectives.”
Guests will be made up of a diverse group of HR, Finance, and Business Professionals. The Industry Expert Speakers include:
- Samuel Henson -Senior ERISA Counsel, Lockton Retirement Services & Former Senior DOL Investigator
- Hugh O'Toole –Senior Vice President, MassMutual
- Diane O. Pickett –Founder & Audit Partner Pickett - Chaney & McMullen LLP
Topics of discussion consist of: What every fiduciary needs to know in 2013, behavioral finance – improved outcomes for your participants, and benchmarking investment advisor services & fees. Lastly the special feature will be “The link between retirement, healthcare, and your benefits plans”.
The 2013 Kansas City Fiduciary Summit will be held at the Stowers Institute for Medical Research on Tuesday April 9th, 2013 from 8:30 am to 11:30 am (Breakfast Served). The 2013 Kansas City 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. Additional details and registration information can be found at: http://xgrowthsolutions.com/events/2013kansascity-fiduciarysummit/#.
About Lockton Retirement Services
Lockton began providing retirement consulting and investment advisory services in 2001. Lockton Retirement Services is composed of two entities – Lockton Investment Advisors, LLC (LIA) and Lockton Financial Advisors, LLC (LFA). LIA is a federally registered investment advisory firm, established around a core group of senior investment advisors which make up the firm’s Executive Committee, as was LFA. Within LFA and LIA they have 104 licensed personnel, including over 40 investment professionals with direct client relationships located in 10 offices across the country.
Lockton Retirement Services’ only line of business is to provide investment and consulting services for retirement plan sponsors and institutional investors This allows for associates to spend 100% of their time focused exclusively on issues that are pertinent to institutional clients. Lockton was ranked as the nation’s 3rd largest retirement consulting firm for number of defined contribution plans under management in the 2011 PlanSponsor Consultant survey.
The 4,450 professionals of Lockton Companies serve more than 15,000 clients around the world with retirement plan consulting, risk management, insurance, employee benefits consulting, and surety services. Lockton is the world’s largest privately owned, independent insurance broker, with 2012 revenue of $915 million and offices on five continents. Lockton’s headquarters is located in Kansas City, Missouri.
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 nations retirement plan sponsors, fiduciaries, and trustees evaluate their plan and navigate the retirement plan industry. XGS also founders of the Retirement Plan Roadshow, a national series of fiduciary educational summits dedicated to human resources, finance,and business professionals in charge America's 401(k), 403(b), and retirement plans.