Retirement Plan News & Updates

2017 North Carolina Fiduciary Summit Recap

August 25, 2017 | Author: Shaun

On behalf of Gordon Asset Management, Xponential Growth Solutions would like to thank everyone who attended the 2017 North Carolina Fiduciary Summit, a stop of the 2017 Retirement Plan Road Show. We enjoyed connecting with each of you. We have [...]

Plan Sponsor Webinar – What Every Retirement Fiduciary Needs to Know – 7/20/2017

June 26, 2017 | Author: bwilley

Please register for “What Every Retirement Fiduciary Needs to Know” on Jul 20, 2017 11:00 AM PDT at: https://attendee.gotowebinar.com/register/3415558488512293891 This webinar is taught by a former Senior DOL Investigator and will teach you what the DOL looks for and how [...]

Pleased to Announce – Xponential Growth Solutions and ERISA Smart Launch of Fiduciary Education Training Platform

April 11, 2017 | Author: bwilley

www.fiduciaryeducation.com We are excited to announce our collaboration with ERISA Smart and launch Fiduciary Education! The flagship course and certification is ERISA Smart Fiduciary Education for Plan Sponsors, which allows students to learn directly from David Donaldson, former Senior Department [...]

February is Fiduciary Plan Review Month

February 2, 2017 | Author: bwilley

  February is Fiduciary Plan Review Month!  The theme of this month is to give plan sponsors a better understanding of their retirement plan and a solid foundation of goals for 2017. As plan sponsors we all know the importance of [...]

2016 Columbus Fiduciary Summit Recap

November 4, 2016 | Author: Shaun

On behalf of White Oak Advisors, Xponential Growth Solutions would like to thank everyone who attended the 2016 Columbus Fiduciary Summit, our final stop of the 2016 Retirement Plan Road Show. We enjoyed connecting with each of you. We have [...]

2016 San Diego Fiduciary Summit Recap

October 28, 2016 | Author: Shaun

On behalf of Retirement Benefits Group (RGB), Xponential Growth Solutions would like to thank everyone who attended the 2016 San Diego Fiduciary Summit as part of the Retirement Plan Road Show. We enjoyed getting to connect with each of you. [...]

2016 Tampa Bay Fiduciary Summit Recap

| Author: Shaun

On behalf of Chepenik Financial Services, Xponential Growth Solutions would like to thank everyone who attended the 2016 Tampa Bay Fiduciary Summit as part of the Retirement Plan Road Show. We enjoyed getting to connect with each of you. We [...]

2016 Retirement Plan Road Show – 401(k) & 403(b) Plan Sponsor Report

October 26, 2016 | Author: bwilley

Over the course of 2016, the Retirement Plan Road Show gathered over 550 retirement 401(k) and 403(b) plan sponsors across the nation. We asked these human resource, finance, and business professionals for insight on their plans, topics of interest, and more. [...]

2016 New York Fiduciary Summit Recap

October 21, 2016 | Author: Shaun

On behalf of NFP, Xponential Growth Solutions would like to thank everyone who attended the 2016 New York Summit as part of the Retirement Plan Road Show. We enjoyed getting to connect with each of you. We have posted a [...]

2016 South Florida Fiduciary Summit Recap

October 18, 2016 | Author: Shaun

On behalf of Work Plan Retire, Xponential Growth Solutions would like to thank everyone who attended the 2016 South Florida Fiduciary Summit as part of the Retirement Plan Road Show. We enjoyed getting to connect with each of you. We [...]