Sat. May 18th, 2024


The 2013 Virginia Fiduciary Summit is coming to Richmond on September 12th. The summit marks the tenth stop on Xponential Growth Solutions’ 2013 Retirement Plan Roadshow, a national series of summits designed for 401(k), 403(b), and retirement plan sponsors, trustees, fiduciaries, and committee members.

Richmond, VA (PRWEB) August 13, 2013

Xponential Growth Solutions has teamed up with 401(k) Advisors – Mid-Atlantic Region for the 2013 Virginia Fiduciary Summit. The special guest speakers for the summit will be John Peterson, CPA, JD – Attorney at Kaufman & Canoles and Michael Davis – Former Deputy Assistant Secretary of the DOL.

Topics of discussion will include: 1) retirement policy perspectives from a former DOL official; 2) health insurance exchanges and the delayed imposition of the employer mandate; 3) fiduciary pitfalls that plan sponsors need to avoid; 4) preventing the “target date fund” time bomb; and 5) benchmarking vendor and advisor services and fees.

Brian Roberts, Managing Director of 401(k) Advisors, affirms, "We are excited that John and Michael will be joining us in Richmond. They will definitely round out the agenda which is intended to promote fiduciary best practices for 401(k) and 403(b) plans in the region." Serving as a Managing Director for one of the country's premier retirement plan advisory firms, Roberts has been an industry leader for more than twenty five years and holds the Chartered Financial Analyst (CFA) designation.

The 2013 Virginia Fiduciary Summit will be held at the Richmond Marriott on Thursday, September 12, 2013 from 11:00 AM to 2:30 PM (Lunch will be served). The 2013 Virginia 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.

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. 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.

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