Retirement Plan News & Updates

Plan Sponsor Summit Welcome Guide

June 22, 2018 | Author: bwilley

Our mission is to provide you with the training and tools to improve your plan management and the lives of your employees. At the seminar you will: Learn how to tackle fiduciary responsibilities and benefits. Connect with industry experts. Obtains [...]

Must See: 2017 Retirement Plan Roadshow Plan Sponsor Report

December 8, 2017 | Author: Tom

Xponential Growth Solutions is thrilled to announce the release of the 2017 Retirement Plan Road Show Plan Sponsor Report. This report is a nationwide collection of 977 retirement plan sponsors identifying industry trends and analyzing market changes. Now is the time to [...]

Announcement: The Retirement Plan Road Show to Return in 2018

November 29, 2017 | Author: bwilley

Xponential Growth Solutions is proud to announce the 7th year of helping America’s employees reach their retirement plan goals. The Retirement Plan Road Show is a series of educational summits that gather local retirement plan leaders to discuss fiduciary best [...]

2017 North Carolina Fiduciary Summit Recap

August 25, 2017 | Author: Shaun

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

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

June 26, 2017 | Author: bwilley

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

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

April 11, 2017 | Author: bwilley

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

February is Fiduciary Plan Review Month

February 2, 2017 | Author: bwilley

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

2016 Columbus Fiduciary Summit Recap

November 4, 2016 | Author: Shaun

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

2016 San Diego Fiduciary Summit Recap

October 28, 2016 | Author: Shaun

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

2016 Tampa Bay Fiduciary Summit Recap

| Author: Shaun

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