Xponential Growth Solutions is proud to announce its  7th year of helping America’s employees reach their retirement plan goals. The Retirement Plan Road Show is a series of educational summits that gather local retirement plan leaders to discuss fiduciary best practices alongside the industry’s leading and most influential experts. Topics to be discussed include plan fees, fiduciary responsibility, plan design, investments, healthcare, wellness, and more. Touring the nation since 2012, the Retirement Plan Road Show has helped thousands of retirement plan sponsors and fiduciaries bolster the retirement future for their employees. In 2017 alone, the road show helped positively impact over 1,200 companies and organizations, representing over 2 million plan participants, and more than $125 billion in retirement plan assets.


Pre-Register below and be first to know about our events in your area and receive a waiver of the registration fee! Must register before January 12th, 2017.

 

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Topics of Discussion:

What Every Fiduciary Needs to Know

Ask the Experts – Local & National Professional Panel

Key Industry Trends Panel

Maximizing Participant Outcomes

RFP Best Practices

DOL Fiduciary Rule Update – How Does It Affect You as a Plan Sponsor?

Financial Wellness

And more!

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

Cost:

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

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 is For Qualified Plan Sponsors. Reserve Your Seat ASAP.

 

Pre-Register 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.