2013 Washington D.C. Fiduciary Summit

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You are cordially invited to attend the 2013 Washington D.C. Fiduciary Summit presented by Xponential Growth Solutions. Join industry professionals as they discuss fiduciary issues impacting plan sponsors. Click the button above to register for this event now!

Tuesday, June 4 2013 // 11:00 am - 2:30 pm

Key Bridge Marriott, 1401 Lee Highway, Arlington, VA 22209


About this event:

Created by mcsf23

Topics

  • Top 10 Fiduciary Pitfalls 401(k) and 403(B) Plans Need to Avoid

    Retirement plan fiduciaries have important responsibilities and are subject to standards of conduct that are often misunderstood. Summit participants will review a list of pitfalls that both 401(k) and 403(b) plans need to recognize and avoid.

  • How to Help Your Bottom Line : Reducing Employee Costs with Retirement Readiness

    Employers face rising employee costs as employees age, yet 1 in 4 employees stay in their job past age 65 simply to get access to health care coverage. Summit participants will review ways to improve their bottom-line by implementing steps that will allow employees to retire on time.

  • Benchmarking Investment Advisor Services & Fees

    The DOL’s reasonable contract requirements include more than a plan’s recordkeeping and administration fees. Summit participants will review the investment advisor RFI process including templates that can be used for gathering and comparing advisor backgrounds, credentials, services and fees.

  • Preventing the “Target Date Fund” Time Bomb

    Department of Labor’s recently released “Target Date Retirement Funds – Tips for ERISA Plan Fiduciaries” fact sheet underscores the duty of plan sponsors to evaluate the prudence of a TDF’s risk posture. Extreme differences among TDFs were brought to light in the 2008 bear market when “2010-dated” TDF returns ranged from -3% to -41%. Summit participants will review the requisite fact-finding steps to evaluate a TDF’s risk posture and document investor suitability.

 

Speakers

  • Craig Dewey, AIF®, ARPS

    Managing Director – 401(k) Advisors

  • Brian Roberts, CFA

    Managing Director – 401(k) Advisors

  • Steve Jenks

    Head of DC Product and Marketing – Putnam Investments


2013 Washington D.C. Fiduciary Summit: Tuesday June 4th, 2013

Greater Washington D.C. Retirement Plan Leaders are gathering at Key Bridge Marriott from 11am to 230pm (Lunch Served) on June 4th to learn, network, and discuss retirement fiduciary best practices. This marks the 6th stop on Xponential Growth Solutions Retirement Plan Roadshow.

Who should Attend?

  • Proactive Plan Sponsors, Business Owners, Fiduciaries, Trustees, Committee Members, and HR/Finance Professionals.
  • Companies/Organizations with any sort of 401(k), 403(b), DB, Pension, or Profit Sharing Plan.
  • Plans looking to evaluate, understand, or upgrade.

Continuing Education Credits:

  • 3 Hours of CPE/CPA Credit
  • 2.5 Hours of HRCI/SPHR/PHR/GPHR General Credit

Cost:

Seating is Limited. $150 Registration Fee Waived On A Select Basis


Register for this event!

Upon successful submission of the form below, an XGS representative will contact you shortly to confirm your registration.

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