401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2018 Southern California 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 2018 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.


Water Grill South Coast Plaza

3300 Bristol St

Costa Mesa, CA 92626

March 22, 201811:00am – 3:00pm
(Luncheon Included)
Register Here


Hosted Locally by:

  • Lloyd Engleman, Retirement Plan Consultant, Retirement Benefits Group (RBG)
  • Glenn Cassidy, Retirement Plan Consultant, Retirement Benefits Group (RBG)
  • Michael Castner, Retirement Plan Consultant, Retirement Benefits Group (RBG)
  • Gary Josephs, Retirement Plan Consultant, Retirement Benefits Group (RBG)

Local Guest Speakers:

  • David Donaldson, Former Senior DOL Investigator, President & CEO – ERISA Smart
  • Mike Glaab, CPA & Partner – White Nelson Diehl Evans LLP
  • Chris Thurin, Regional Managing Principal – OneDigital
  • Christina Anstett, Director/ERISA Attorney – AXA Distributors, LLC
  • More To Be Announced!

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?
  • Through The Eyes of a Former Senior DOL Investigator
  • Financial Wellness – Next Generation Solutions
  • 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


$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 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.