2018 Atlanta Fiduciary Summit Highlights Retirement Plan Best Practices
The Retirement Plan Roadshow was founded by XGS in 2012 with the intention of providing educational resources to businesses looking to help employees reach retirement plan goals. Stops along this national tour are hosted by local business leaders and each stop features several speakers, including local retirement plan leaders and leading industry experts. Summits are designed to benefit business owners, fiduciaries, and finance, human resource, and benefit executives looking to create the best strategies for plan participants.
In 2017, the Retirement Plan Road Show drew members from over 1,200 businesses and organizations supporting more than 2 million plan participants and managing over
"As retirement plan consultants, we look for creative ways to help employers drive results. The Road Show is a great opportunity to connect with Finance and Human Resources professionals, and to share where retirement plans and the broader employee benefits industry are headed," emphasized
The lineup of local guest speakers includes:
-
Gregory Fiore , Managing Partner at Clearview Advisory inAtlanta -
John Choate , Former Navy SEAL and Founder ofProcinctu Group -
Anne Morris , Principal, Audits –Windham Brannon -
Ilene Ferenczy , ERISA Attorney & Managing Partner – Ferenczy Benefits Law
Topics of discussion for the 2018 Atlanta Fiduciary Summit include:
- Keynote: Personal Safety Awareness
- The 10 Most Common Audit Findings
- Lawsuits & Fiduciaries: Committee Best Practices for Effective Retirement Plan Oversight
- HR Technology Strategy & Trends
- Attract & Retain Talent using Student Loan Tools
- Financial Finesse
- Looking Ahead: What's Next for Retirement Plans
Participants in the 2018 Atlanta 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
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
About Clearview Advisory: Clearview Advisory is an
For more information, visit: https://clearviewadvisory.com
Read the full story at https://www.prweb.com/releases/2018/06/prweb15549853.htm
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