401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2017 Indiana Fiduciary Summit. The summit is an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The summit is a stop on the 2017 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make it a can’t miss event.


Indianapolis Museum of Art
4000 Michigan Rd.
Indianapolis, IN 46208
Tuesday, October 3rd 20178:00am – 12:00pm
(Breakfast Included)
Register Here


Hosted Locally by:

  • James D. Robison, AIF® Managing Principal – White Oak Advisors, LLC (locally based in Indianapolis, IN)
  • Richard C Clouse, Jr., CRPS©, AIF®, C(k)P® Practice Leader – White Oak Advisors

Local Guest Speakers:

  • Bradford Campbell – Current Partner at Drinker Biddle & Reath LLP and Former Assistant Secretary of Labor for Employee Benefits and Former Head of the Employee Benefits Security Administration
  • David Leising, Partner – BKD
  • Chad Morris, Vice President, Employee Benefits – Gregory & Appel
  • Patricia L. Beaty, Shareholder – Ogletree Deakins
  • More Speaker TBA!

Topics of Discussion:

  • What Every Fiduciary Needs to Know for 2017
  • Determining Retirement Plan Fees
  • Washington Update – Legislative, Retirement & Healthcare
  • Ask the Experts – Local & National Professional Panel
  • Key Industry Trends Panel
  • Local Plan Sponsor Case Study & Success Story
  • RFP & RFI Best Practices
  • More Topics TBA!

Who Should Attend?

  • Finance, Human Resource and Benefit executives
  • Business Owners and Fiduciaries
  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

Continuing Education Credits:

  • 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


$150 Registration Fee*
*Fee waived for select plan sponsors after completion of the one-minute Retirement Plan Roadshow Survey.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. White Oak Advisors, LLC is not affiliated with Kestra IS or Kestra AS. White Oak Advisors, LLC, Kestra AS and Kestra IS are not affiliated with XPonential Growth Solutions, BKD, Ogletree Deakins, Gregory & Appel, Retirement Plan Road Show (RPRS), National Registry of CPE Sponsors (CPE), Society for Human Resource Management (SHRM) or HR Certification Institute (h).

The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

Seating Is Limited. Registration Fee Waived On A Select Basis For Qualified Plan Sponsors. Reserve Your Seat ASAP.


Register for this event by completing the form below or by calling (619) 450-1559

CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.