2017 New York Fiduciary Summit Gathers Employers And Industry Experts To Discuss 401(k) And 403(b) Best Practices
Xponential Growth Solutions is pleased to announce the 2017 New York Fiduciary Summit. This Summit is part of the national Retirement Plan Road Show, a series of educational workshops that brings together both local and national expertise to interact with employers made up of Finance, Human Resources and Benefits executives, as well as Business Owners, Fiduciaries, and Plan Sponsors. Speakers will provide insights to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.
-
Louis F. LiBrandi , Principal at PKF O'Connor Davies LLP -
Stephen Machinski , Partner at PKF O'Connor Davies LLP -
John Choate , Former NAVY SEAL & Founder ofProcinctu Group - More Speakers TBA!
Topics of Discussion:
- What Every Fiduciary Needs to Know
- Evaluating the Reasonableness of Plan Fees
- Convergence of Healthcare & Retirement
- Maximizing Participant Outcomes & Building Successful Plan Design
- 4 SEAL Principles for Optimal Teamwork
- Legislative Updates
- Ask the Experts - Local
& National Professional Panel - RFP & RFI Best Practices
- And more!
The 2017 New York Fiduciary Summit will be held at the
About NFP:
At
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
For more information, visit NFP.com
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 resource, finance and business professionals in charge of America's 401(k), 403(b), and retirement plans.
Read the full story at http://www.prweb.com/releases/2017/06/prweb14423214.htm


Best Practices for Renewing Your Auto Insurance Policy
Senate Environment and Public Works Subcommittee on Superfund, Waste Management, and Regulatory Oversight Hearing
Advisor News
- Your client wants to cash out an annuity. Here’s what to consider
- How student loan debt impacts 401(k) balances
- The ‘sandwich generation’ faces compounded barriers to retirement savings
- Benefit Costs Squeeze Schools, Driving Cuts, Tax Hikes And Difficult Tradeoffs
- Why client insurance needs could change even if their life doesn’t
More Advisor NewsAnnuity News
- SS&C Black Diamond Expands Annuities & Insurance Marketplace with New Insurance Capabilities and Carriers
- Regulators urged to sharply limit hypothetical data in annuity illustrations
- Your client wants to cash out an annuity. Here’s what to consider
- Oklahoma Insurance Dept. helps Oklahomans recover unclaimed life insurance benefits
- Bitcoin gains ground in retirement market with Equitable annuity option
More Annuity NewsHealth/Employee Benefits News
Life Insurance News