2019 Long Island Fiduciary Summit Highlights Retirement Plan Best Practices
GARDEN CITY, N.Y. (PRWEB) May 01, 2019 -- XGS is committed to providing education and resources that help business owners, fiduciaries, and finance, human resource, 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 2018, the Retirement Plan Roadshow reached over 1,200 companies and organizations, positively impacting more than 2 million plan participants representing over $125 billion in retirement plan assets. XGS hopes to have an even greater impact with the 2019 Retirement Plan Road Show.
Following the success from previous years, Allison Kaylor-Flink, Senior Vice President of NFP, is once again hosting the Long Island Fiduciary Summit. As the event host, Allison Kaylor-Flink will lead the discussions on Top Issues Facing Retirement Plan Sponsors and Knowing Your Plan Fees. This year’s lineup of guest speakers include:
- Elizabeth Allen, VP Benefits Compliance & Counsel at NFP
- Tom Boyden, President at GRA Quantum
- Jen Greulich, Director of Managed Security Services at GRA Quantum
- Tony Donofry, Senior Design & Consulting Specialist - NFP Executive Benefits
Topics of discussion for the 2019 Long lsland Fiduciary Summit include:
- What Every Fiduciary Needs to Know
- Top Issues Facing Retirement Plan Sponsors
- Knowing Your Plan Fees
- How to Maximize Participant Outcomes Through Successful Plan Design
- Cyber Threats Facing Fiduciaries Today
- Financial Wellness
- Setting a Course for Top Talent with Executive Benefits
- Convergence of Healthcare & Retirement
- Washington Update - Legislative, Retirement & Healthcare
- RFP & RFI Best Practices
Participants in the 2019 Long Island 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 NFP:
At NFP Corp., our solutions and expertise are matched only by our personal commitment to each client's goals. We’re a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement, and individual insurance and wealth management solutions through our licensed subsidiaries and affiliates.
NFP has more than 3,400 employees and global capabilities. Our expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients' needs. We’ve become one of the largest insurance brokerage, consulting and wealth management firms by building enduring relationships with our clients and helping them realize their goals.
Recently NFP was ranked the 2nd fastest-growing U.S. large-group employee benefits brokers by Employee Benefit Adviser. In addition, Business Insurance ranked as the 5th largest global benefits broker by revenue, the 4th largest US-based privately owned broker and the 11th largest broker of US business. PlanSponsor ranked us the 5th largest executive benefits provider of nonqualified deferred compensation by number of plans, and we were ranked 11th in personal lines P&C revenue by Insurance Journal.
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
Hannah Fechter, Xponential Growth Solutions, https://www.xgrowthsolutions.com/events/2019-long-island-fiduciary-summit, 6197583346, [email protected]
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