Join us Online!

Long Island area 401(k), 403(b) and DB plan sponsors are invited to attend an in person and online fiduciary summit hosted by leading local experts! The 2022 Long Island Virtual Fiduciary Summit is a comprehensive in person and remote event presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• Plan Sponsor Retirement Plan Compliance Pitfalls

• New Compliance Challenges for Employer Health Plans

• Recruiting, Retaining, Rewarding with Executive Benefits

• U.S. Retirement Plan Viewpoints

Thursday, November 10th, 2022

11:00 am - 1:00 pm ET

Hosted Online Via Zoom!

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• 2 Hours CPE/CPA

  • Finance: 1 Hour

  • Personnel/Human Resources: 1 Hour

• 2 Hours HRCI / SPHR / PHR / GPHR General Credit

• 2 Hours SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: 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.

CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.; 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.

Join us in Boston!

Boston area 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2022 Boston Healthcare & Retirement Plan Summit is a comprehensive in-person and remote summit presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• Convergence of Healthcare & Retirement

• What Every Fiduciary Needs to Know for 2022

• Top Plan Sponsor Trends

• Decoding the Generations

• PEP Best Practices

• Interactive Plan Design & Matching Optimization

• Voice of the American Worker Survey: Key Findings (2022 Harris Poll)

• Employer Trends With Student Loan Forgiveness

• + More Topics TBA!

Thursday, November 3rd, 2022

11:00 am - 3:00 pm

Venue: Conference Center at Waltham Woods, 860 Winter St, Waltham, MA 02451

Hosted Virtually Via Zoom!

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

More Speakers TBA!

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• 3 Hours CPE/CPA

  • Finance: 1.5 Hours

  • Personnel/Human Resources: 1.5 Hours

• 3 Hours HRCI / SPHR / PHR / GPHR General Credit

• 3 Hours SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: 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.

CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.; 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.

Join us In Person or Online!

Join us live or virtually for the 2022 Cincinnati Healthcare & Retirement Plan Summit! This in person and livestream event is part of the 2022 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event - in person or online!

Discussion Topics:

• 8 Steps Retirement Survival Guide/Road Map to Recovery

• Benefit Strategies to Combat The Great Resignation

• Look Below the Surface

• Why Did You Pick That Target Date Fund?

• Interactive Plan Design & Matching Optimization

• Voice of the American Worker Survey: 2022 Harris Poll

• Financial Wellness - SMARTMap/Foundational Planning

• More Topics TBA!

Wednesday, November 2nd, 2022

11:00 am - 3:00 pm ET

Luncheon included with in person event

Venue: Cintas Center At Xavier University, 1624 Herald Avenue, Cincinnati, Ohio 45207 - Parking Pass

Hosted Virtually Via Zoom

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resources, Healthcare and Benefits executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• 3 Hours CPE/CPA

  • Finance: 1.5 Hours

  • Personnel/Human Resources: 1.5 Hours

• 3 Hours HRCI / SPHR / PHR / GPHR General Credit

• 3 Hours SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: 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.

CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.; 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.

Join us in New York City!

NYC area 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2022 New York Healthcare & Retirement Plan Summit is a comprehensive in-person and remote summit presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• Convergence of Healthcare & Retirement

• What Every Fiduciary Needs to Know for 2022

• Top Plan Sponsor Trends

• Look Below the Surface

• Interactive Plan Design & Matching Optimization

• Voice of the American Worker Survey: Key Findings (2022 Harris Poll)

• Financial Wellness Best Practices

• Understanding Pooled Employer Plans (PEP's)

• + More Topics TBA!

Thursday, October 27th, 2022

11:00 am - 3:00 pm

Venue: Jay Suites Fifth Avenue (15 W. 38th St., 2nd Fl, New York, NY 10018)

Or attend online via Livestream!

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

More Speakers TBA!

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• 3 Hours CPE/CPA

  • Finance: 1.5 Hours

  • Personnel/Human Resources: 1.5 Hours

• 3 Hours HRCI / SPHR / PHR / GPHR General Credit

• 3 Hours SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: 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.

CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.; 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.

Attend in person or online!

Join us live or virtually for the 2022 Seattle Fiduciary Summit! This in person and livestream event is part of the 2022 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event - in person or online!

Discussion Topics:

• What Every Fiduciary Needs to Know

• Top Issues Facing Retirement Plan Sponsors

• Knowing Your Plan Fees

• IRS & DOL Correction Procedures for Plan Errors

• Financial Wellness

• RFP & RFI Best Practices

• More Topics TBA!

Tuesday, October 25th, 2022

11:00 am - 3:00 pm PT

Luncheon included with in person event

Venue: Washington Athletic Club, 1325 6th Ave, Seattle, WA 98101

Or Attend Online Via Zoom!

Health & Safety Measures

More Speakers TBA!

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• 3 Hours CPE/CPA

  • Finance: 1.5 Hours

  • Personnel/Human Resources: 1.5 Hours

• 3 Hours HRCI / SPHR / PHR / GPHR General Credit

• 3 Hours SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: 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.

CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.; 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.

Join us Online!

OC area 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2022 Orange County Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• What Every Fiduciary Needs to Know for 2022

• Top Plan Sponsor Trends & Attitudes

• Interactive Plan Design & Matching Optimization (Visualizer Suite)

• Voice of the American Worker Survey: Key Findings (2022 Harris Poll)

• + More Topics TBA!

Thursday, October 20th, 2022

11:00 am - 1:00 pm

Hosted virtually via Zoom!

*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• 2 Hours CPE/CPA

  • Finance: 1.5 Hours

  • Personnel/Human Resources: 1.5 Hours

• 2 Hours HRCI / SPHR / PHR / GPHR General Credit

• 2 Hours SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: 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.

CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.; 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.

Join us Online!

Bakersfield, Fresno and Central California area 401(k), 403(b) and DB plan sponsors are invited to attend an online fiduciary summit hosted by leading local experts! The 2022 Central California Virtual Fiduciary Summit is a comprehensive remote event presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• What Every Fiduciary Needs to Know

• Top Issues Facing Retirement Plan Sponsors

• Ask the Experts Panel

• Look Below the Surface

• More Topics TBA!

Wednesday, October 19th, 2022

11:00 am - 1:00 pm PT

Hosted virtually via Zoom!

*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• 2 Hours CPE/CPA

  • Finance: 1 Hour

  • Personnel/Human Resources: 1 Hour

• 2 Hours HRCI/ SPHR/ PHR/GPHR General Credit

• 2 Hours SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: 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.

CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.; 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.

Join us in Tennessee!

Tennessee area 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2022 Tennessee Healthcare & Retirement Plan Summit is a comprehensive in-person and remote summit presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• Convergence of Healthcare & Retirement

• What Every Fiduciary Needs to Know for 2022

• Top Plan Sponsor Trends

• Decoding the Generations

• PEP Best Practices

• Interactive Plan Design & Matching Optimization

• Voice of the American Worker Survey: Key Findings (2022 Harris Poll)

• More Topics TBA!

Thursday, October 6th, 2022

11:00 am - 3:30 pm

Venue: Richland Country Club, 1 Club Dr, Nashville, TN 37215

Hosted Virtually Via Zoom!

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

More Speakers TBA!

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• 3 Hours CPE/CPA

  • Finance: 1.5 Hours

  • Personnel/Human Resources: 1.5 Hours

• 3 Hours HRCI / SPHR / PHR / GPHR General Credit

• 3 Hours SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: 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.

CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.; 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.

Join us Online!

Southeast Michigan area 401(k), 403(b) and DB plan sponsors are invited to attend an online fiduciary summit hosted by leading local experts! The 2022 Southeast Michigan Virtual Fiduciary Summit is a comprehensive remote event presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• Target Date Fund Update – Industry Update

• Plan Design Enhancements – Determining Effectiveness AND Cost

• Emerging Trends in Target Date Fund Investing

• Managed Accounts Discussion

• Social Security – What Your Participants Need to Consider

• More Topics TBA!

Thursday, September 29, 2022

8:30 am - 10:30 am EST

Hosted virtually via Zoom!

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• 2 Hours CPE/CPA

  • Finance: 1 Hour

  • Personnel/Human Resources: 1 Hour

• 2 Hours HRCI/ SPHR/ PHR/GPHR General Credit

• 2 Hours SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: 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.

CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.; 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.

Join us at the Home of the Texas Longhorns!

Austin area 401(k), 403(b) and DB plan sponsors are invited to attend an in person and online fiduciary summit hosted by leading local experts! The 2022 Austin Fiduciary Summit is a comprehensive in person and remote event presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• What Every Fiduciary Needs to Know

• Top Issues Facing Retirement Plan Sponsors in 2022

• Knowing Your Plan Fees

• IRS & DOL Correction Procedures for Plan Errors

• Financial Wellness

• RFP & RFI Best Practices

• SECURE Act 2 Legislation & Impact on Plan Sponsors

• More Topics TBA!

Thursday, September 22nd, 2022

11:00 am - 3:00 pm CT

Attend in person or online!

Location: The University of Texas Club
2108 Robert Dedman Dr
Austin, TX 78712

More Speakers TBA!

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• 3 Hours CPE/CPA

  • Finance: 1.5 Hours

  • Personnel/Human Resources: 1.5 Hours

• 3 Hours HRCI / SPHR / PHR / GPHR General Credit

• 3 Hours SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: 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.

CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.; 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.

Join us Virtually in San Antonio!

San Antonio area 401(k), 403(b) and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2022 San Antonio Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• What Every Fiduciary Needs to Know for 2022

• Top Plan Sponsor Trends

• Decoding the Generations

• Voice of the American Worker Survey: Key Findings (2022 Harris Poll)

• + More Topics TBA!

Wednesday, September 14th, 2022

11:00 am - 1:00 pm

Attend online via Livestream!

*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

More Speakers TBA!

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• 2 Hours CPE/CPA

  • Finance: 1 Hour

  • Personnel/Human Resources: 1 Hour

• 2 Hours HRCI/ SPHR/ PHR/GPHR General Credit

• 2 Hours SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: 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.

CE Credit Approval: 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. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.; 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.

Attend in person or online!

Join us live or virtually for the 2022 Arkansas Fiduciary Summit! This in person and livestream event is part of the 2022 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

Course Description:
This education focused, workshop style conference is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event - in person or online!

Discussion Topics & Learning Objectives:

• What Every Fiduciary Needs to Know

• Top Issues Facing Retirement Plan Sponsors

• Knowing Your Plan Fees

• IRS & DOL Correction Programs & Common Errors

• Financial Wellness

• RFP & RFI Best Practices

• Look Below the Surface

• PEP Best Practices

• Interactive Plan Design & Matching Optimization

• Voice of the American Worker Survey: Key Findings (2022 Harris Poll)

• Does a Self-Insured Structure Make Sense for You?

• Hot Topics in Employment Law - 2022

Thursday, August 25th, 2022

11:00 am - 3:30 pm

Luncheon included with in-person attendance as well as an added post-conference hosted cocktail hour!

Venue: Supply Chain Hall of Fame, 5111 W JB Hunt Drive, Rogers, AR 72758

or

Hosted Virtually Via Zoom

Health & Safety Measures

More Speakers TBA!

Course Objectives

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• CPE/CPA

• HRCI / SPHR / PHR / GPHR General Credit

• SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Prerequisites Required: No prerequisites required to attend this event.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Cancellations & Refunds: 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.

CE Credit Approval: 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.

Attend in person or online!

Join us live or virtually for the 2022 Los Angeles Fiduciary Summit! This in person and livestream event is part of the 2022 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event - in person or online!

Discussion Topics:

• What Every Fiduciary Needs to Know

• Top Issues Facing Retirement Plan Sponsors

• Knowing Your Plan Fees

• IRS & DOL Correction Procedures for Plan Errors

• Financial Wellness

• RFP & RFI Best Practices

• The Limited Scope Audit is Retiring

• Look Below the Surface

• PEP Best Practices

• Interactive Plan Design & Matching Optimization

• Voice of the American Worker Survey: Key Findings (2022 Harris Poll)

• More Topics TBA!

Thursday, August 18th, 2022

11:00 am - 3:00 pm

Luncheon included with in person event

Venue: The Langham Huntington, Pasadena, 1401 S Oak Knoll Ave, Pasadena, CA 91106

Hosted Virtually Via Zoom!

Health & Safety Measures

More Speakers TBA!

Reasons to Attend

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• CPE/CPA

• HRCI / SPHR / PHR / GPHR General Credit

• SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Prerequisites Required: No prerequisites required to attend this event.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Cancellations & Refunds: 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.

CE Credit Approval: 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.

Join us in Pittsburgh or Online!

Pittsburgh area 401(k), 403(b), DB and healthcare plan sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2022 Pittsburgh Healthcare & Retirement Plan Summit is a comprehensive in person and online event presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• Convergence of Healthcare and Retirement

• 8 Steps Retirement Survival Guide/Road Map to Recovery

• Ask the Experts Panel

• Interactive Rotating Round Tables

• Can Benefits Help to Counter the Great Resignation?

• Looking Below The Surface

• More Topics TBA!

Tuesday, August 16th, 2022

11:00 am - 3:00 pm ET

Venue: Montour Heights Country Club, 1491 Coraopolis Heights Rd, Coraopolis, PA 15108

Or Attend Online Via Zoom!

Health & Safety Measures

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

More Speakers TBA!

Reasons to Attend

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• CPE/CPA

• HRCI/ SPHR/ PHR/GPHR General Credit

• SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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: admittance, lunch (in-person), and access to summit reports. (Complete the form below to get started.)

Prerequisites Required: No prerequisites required to attend this event.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Cancellations & Refunds: 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.

CE Credit Approval: 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.

Join us in Online!

OC area 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2022 Orange County Virtual Healthcare & Retirement Plan Summit is a comprehensive remote summit presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• Convergence of Healthcare & Retirement

• What Every Fiduciary Needs to Know for 2022

• Top Plan Sponsor Trends

• Interactive Plan Design & Matching Optimization (Visualizer Suite)

• Voice of the American Worker Survey: Key Findings (2022 Harris Poll)

• Look Below the Surface

• Healthcare Cost Reduction Strategies

• Inflation, Interest Rates, and Impact on Your Retirement Plan

• 2022 Plan Sponsor Attitudes

• + More Topics TBA!

Thursday, July 28th, 2022

11:00 am - 1:00 pm

Attend online via livestream!

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

More Speakers TBA!

Reasons to Attend

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• CPE/CPA

• HRCI/ SPHR/ PHR/GPHR General Credit

• SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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.)

Cancellations & Refunds: 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.

CE Credit Approval: 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. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.

Join us in Minnesota!

Minnesota area 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2022 Minnesota Healthcare & Retirement Plan Summit is a comprehensive in-person and remote summit presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• Convergence of Healthcare & Retirement

• What Every Fiduciary Needs to Know for 2022

• Top Plan Sponsor Trends

• Decoding the Generations

• PEP Best Practices

• Interactive Plan Design & Matching Optimization

• Voice of the American Worker Survey: Key Findings (2022 Harris Poll)

• + More Topics TBA!

Wednesday, July 20th, 2022

Attend in person or online!

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Reasons to Attend

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• CPE/CPA

• HRCI/ SPHR/ PHR/GPHR General Credit

• SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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.)

Cancellations & Refunds: 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.

CE Credit Approval: 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. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.

Join us Online!

Bay Area 401(k), 403(b) and DB plan sponsors are invited to attend an online fiduciary summit hosted by leading local experts! The 2022 Bay Area Virtual Fiduciary Summit is a comprehensive remote event presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• Measuring Retirement Plan Success/Benchmarking

• Ask the Experts Industry Trends Panel

• Decoding the Generations

• What Every Fiduciary Needs to Know

• Top Issues Facing Retirement Plan Sponsors

• PEP Best Practices

• More Topics TBA!

Thursday, July 14th, 2022

11:00 am - 1:00 pm PT

Hosted virtually via Zoom!

*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

More Speakers TBA!

Reasons to Attend

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• CPE/CPA

• HRCI/ SPHR/ PHR/GPHR General Credit

• SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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.)

Cancellations & Refunds: 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.

CE Credit Approval: 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. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.

Join us in Atlanta!

Atlanta area 401(k), 403(b), Healthcare and Retirement Plan Sponsors are invited to attend a fiduciary summit hosted by leading local experts! The 2022 Atlanta Healthcare & Retirement Plan Summit is a comprehensive in-person and remote summit presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• Convergence of Healthcare & Retirement

• What Every Fiduciary Needs to Know for 2022

• Top Plan Sponsor Trends

• View Agenda

Thursday, June 9th, 2022

11:00 am - 3:00 pm

Attend in Person or online!

Sandy Springs Performing Arts Center

1 Galambos Way, Sandy Springs, GA 30328

Hosted Virtually Via Zoom

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Reasons to Attend

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• CPE/CPA

• HRCI/ SPHR/ PHR/GPHR General Credit

• SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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.)

Cancellations & Refunds: 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.

CE Credit Approval: 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. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.

Join us Online!

Ohio, Kentucky and West Virginia 401(k), 403(b) and DB plan sponsors are invited to attend an online fiduciary summit hosted by leading local experts! The 2022 Mid-Central Virtual Fiduciary Summit is a comprehensive remote event presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• 8 Steps Retirement Survival Guide/Road Map to Recovery

• Decoding The Generations

• Save More With Less: Plan Design

• Interactive Plan Design & Matching Optimization

• 2022 Harris Poll & Voice of the American Worker

• More Topics TBA!

Tuesday, June 7th, 2022

11:00 am - 1:00 pm ET

Hosted virtually via GotoWebinar!

*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

More Speakers TBA!

Reasons to Attend

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• CPE/CPA

• HRCI/ SPHR/ PHR/GPHR General Credit

• SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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.)

Cancellations & Refunds: 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.

CE Credit Approval: 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. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.

Join us Online!

Bay Area 401(k), 403(b) and DB plan sponsors are invited to attend an online fiduciary summit hosted by leading local experts! The 2022 Bay Area Virtual Fiduciary Summit is a comprehensive remote event presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• What Every Fiduciary Needs to Know

• Top Issues Facing Retirement Plan Sponsors

• Knowing Your Plan Fees

• IRS & DOL Correction Procedures for Plan Errors

• Financial Wellness

• RFP & RFI Best Practices

• More Topics TBA!

Wednesday, April 27th, 2022

11:00 am - 1:00 pm PT

Hosted virtually via Zoom!

*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

More Speakers TBA!

Reasons to Attend

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• CPE/CPA

• HRCI/ SPHR/ PHR/GPHR General Credit

• SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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.)

Cancellations & Refunds: 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.

CE Credit Approval: 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. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.

Join us Online!

Pittsburgh area 401(k), 403(b) and DB plan sponsors are invited to attend an online fiduciary summit hosted by leading local experts! The 2022 Pittsburgh Virtual Fiduciary Summit is a comprehensive remote event presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• 8 Steps Retirement Survival Guide/Road Map to Recovery

• Decoding The Generations

• Save More With Less: Plan Design

• Interactive Plan Design & Matching Optimization

• 2022 Harris Poll & Voice of the American Worker

• Audit Best Practices Update

• SMART MAP Financial Wellness Solution

• More Topics TBA!

Tuesday, April 26th, 2022

11:00 am - 1:00 pm ET

Hosted virtually via Zoom!

*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

More Speakers TBA!

Reasons to Attend

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• CPE/CPA

• HRCI/ SPHR/ PHR/GPHR General Credit

• SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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.)

Cancellations & Refunds: 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.

CE Credit Approval: 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. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.

Join us Online!

Sacramento, Bakersfield, Fresno and Central California area 401(k), 403(b) and DB plan sponsors are invited to attend an online fiduciary summit hosted by leading local experts! The 2022 Central California Virtual Fiduciary Summit is a comprehensive remote event presented as part of the 2022 Retirement Plan Road Show.

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss retirement plan summit!

Discussion Topics:

• What Every Fiduciary Needs to Know

• Top Issues Facing Retirement Plan Sponsors

• Decoding The Generations = Solutions for Your Multi-Generational Workforce

• Interactive Plan Design & Matching Optimization (Visualizer Suite)

• Voice of the American Worker Survey: Key Findings (2022 Harris Poll)

• More Topics TBA!

Tuesday, April 26th, 2022

11:00 am - 1:00 pm PT

Hosted virtually via Zoom!

*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

More Speakers TBA!

Reasons to Attend

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• CPE/CPA

• HRCI/ SPHR/ PHR/GPHR General Credit

• SHRM Professional Development Credits (PDCs)

• CEBS Eligible

Make the Most of Your Event

Read our Plan Sponsor Welcome Guide:

• Confirming your registration and receiving important event information

• What to expect before, during, and after the event

• Post-conference tools, resources and contacts

Review Your Plan Now

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

Attendance Policy: 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.)

Cancellations & Refunds: 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.

CE Credit Approval: 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. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.

Attend in person or online!

Join us live or virtually for the 2022 Tampa Fiduciary Summit! This in person and livestream event is part of the 2022 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event - in person or online!

Discussion Topics:

• What Every Fiduciary Needs to Know

• Top Issues Facing Retirement Plan Sponsors

• Knowing Your Plan Fees

• IRS & DOL Correction Procedures for Plan Errors

• Financial Wellness

• RFP & RFI Best Practices

• More Topics TBA!

Wednesday, April 6th, 2022

11:00 am - 3:00 pm

Luncheon included with in person event

Venue: Centre Club - 123 S West Shore Blvd., 8th Floor, Tampa, FL 33609

Health & Safety Measures

Reasons to Attend

• Measure, evaluate and benchmark your current plan

• Maintain ERISA compliance & get clarity and direction on best practices

• Discover new ideas and insider tools & training to improve employee outcomes

• Network with peers and industry leaders

Who Can Benefit

• Finance, Human Resource and Benefit executives

• Plan Sponsors with 401k, 403b, 457 or DB Pension plans

• Business Owners and Fiduciaries

Certified CE Credit

• CPE/CPA

• HRCI / SPHR / PHR / GPHR General Credit

• SHRM Professional Development Credits (PDCs)

• CEBS Eligible