Philadelphia, PA (PRWEB) June 28, 2013
Coming to the Avenue of the Arts, the 2013 Philadelphia Fiduciary Summit invites proactive retirement program sponsors, human sources/finance executives, trustees and business owners in the greater Philadelphia region to go over and listen in on improvements and adjustments to all employee retirement plans. Hosts, 401(k) Advisors- East Region and Xponential Development Options, have gathered an executive panel and keynote speakers to go over interactive benchmarking/analysis, fiduciary regulations, healthcare benefits and regional case research and achievement stories.

Mike Falcone, Senior Strategy Consultant and Managing Director of 401(k) Advisors-East Region, reiterates, In todays litigious atmosphere, carrying out ones fiduciary responsibilities in a prudent and nicely-documented manner is as critical as ever ahead of. This summit will focus on two regions which are at present under extreme scrutiny plan costs and target date funds and will provide practical approaches to adhere to to make certain you are meeting your fiduciary obligation, and in the end carrying out items with the ideal interests of your plans participants and beneficiaries in thoughts. Falcone will be speaking alongside two other keynote speakers: Gregory J. Fox, companion of Montgomery McCracken Walker & Rhoads LLP, and Donna M. Massanova, companion of ParenteBeard LLC. Falcone joined 401(k) Advisors in 2007 with 25 years of in-depth experience in certified plan design, administration, funding and participant communication. He has also lead several full-day tutorials on Fiduciary Greatest Practices, making him an accomplished trainer and common speaker.

Insights on fiduciary management and governance – like case research and achievement stories, as nicely as what each fiduciary require to know for 2013 will be presented by 401(k) Advisors. The 2013 Philadelphia Fiduciary Summit will also include keynote speakers sharing their expertise on a wide array of relevant subjects. Shelby George, ERISA Lawyer & Benefits Market Strategist at Manning & Nappier will examine the convergence of healthcare, positive aspects and retirement plans. The occasion will function a target date fund specialist panel comprised of: Hal Bjornson – Executive Director, Defined Contribution Strategist at JP Morgan Asset Management, James P. Lauder – CEO Global Index Advisors, Subadvisor to Wells Fargo Advantage Dow Jones Target Date Funds, Wyatt A. Lee, CFA – VP and Portfolio Manager, T. Rowe Rates Asset Allocation Group and Matt Leeper Retirement Strategy Counselor, American Funds.- See much more at: http://xgrowthsolutions.com/retirement-events/2013/07/2013-philadelphia-fiduciary-summit/#sthash.kA6Aa8tx.dpuf. See extra information on the occasion web page.

The 2013 Philadelphia Fiduciary Summit will be held at regional law firm-Montgomery McCracken Walker & Rhoads located in the heart of the city on 123 South Broad Street, 28th Floor – Avenue of the Arts on July 18th, 2013 from 11:30 AM to 3:00 PM (lunch served). The summit is authorized for three hours of CPA/CPE and two.5 hours of HRCI/SPHR credit. Seating is restricted and priority registration with a waived $ 150 registration charge is available for certified plan sponsors. Register here.

About 401(k) Advisors 
401(k) Advisors provides independent retirement program consulting services to key and mid-sized private and institutional plan sponsors, and at present oversees over $ 17 billion in assets beneath advisement. The firm is recognized for best practices in retirement planning, investment due diligence, vendor service and charge benchmarking, compliance processes, and education for sponsors and participants. 
http://www.401kadvisors.com

About Xponential Development Options 
Xponential Growth Solutions (XGS) unites 401(k), 403(b) and retirement strategy sponsors with elite sources and exclusive connections. Via investigation, fiduciary summits, and market experience they aid the nations retirement plan sponsors, fiduciaries, and trustees evaluate their strategy and navigate the retirement program market. Working to assist America reach their retirement goals one retirement plan at a time, XGS also founded the Retirement Program Roadshow – a national series of fiduciary educational summits committed to human sources, finance and company professionals in charge of America’s 401(k), 403(b), and retirement plans.





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