Market Overview

2018 Columbus Fiduciary Summit Highlights Retirement Plan Best Practices


Columbus Marks the Sixteenth Stop on the XGS Retirement Plan Road Show

COLUMBUS, Ohio (PRWEB) August 17, 2018

2018 marks the seventh consecutive year Xponential Growth Solutions (XGS) has held the Retirement Plan Roadshow, first founded in 2012 to assist U.S. employers in reaching their retirement plan goals through educational workshops. The 2018 Columbus Fiduciary Summit, set to take place Thursday, September 27th 2018 from 8:00am to 12:30pm (breakfast included) at the New Albany Country Club in New Albany, OH, is the sixteenth stop along this annual, nationwide tour.

XGS is committed to providing education and resources that help business owners, fiduciaries, and finance, human resource, and benefit executives to better understand retirement plan best practices and industry trends. This, in turn, allows them to make informed decisions and develop strategies that will help businesses to grow and provide positive outcomes for plan participants.

The annual Retirement Plan Road Show supports this goal by pairing local speakers with industry leaders to discuss a diverse range of topics, from fiduciary responsibility, plan design, and investments, to healthcare, wellness, and more. In 2017, the Retirement Plan Roadshow reached over 1,200 companies and organizations, positively impacting more than 2 million plan participants representing over $125 billion in retirement plan assets. XGS hopes to have an even greater impact with the 2018 Retirement Plan Road Show.

Ric Clouse, Practice Leader of White Oak Advisors and Jim Robison, Managing Principal of White Oak Advisors (Westerville, OH) have once again been tapped to host the Columbus Fiduciary Summit. As the event hosts, Jim and Ric will lead the discussions on timely fiduciary topics affecting local plan sponsors. This year's lineup of guest speakers includes:

  • Seth Hanft, Partner – Porter Wright
  • Tiffany White, CPA, Shareholder – Clark Schaefer Hackett
  • Bradford Campbell, Current Partner at Drinker Biddle & Reath LLP and Former Assistant Secretary of Labor for Employee Benefits and Former Head of the EBSA
  • More To Be Announced!

Topics of discussion for the 2018 Columbus Fiduciary Summit include:

  • What Every Fiduciary Needs to Know for 2018
  • Determining Retirement Plan Fees
  • Washington Update – Legislative, Retirement & Healthcare
  • Ask the Experts – Local & National Professional Panel
  • Key Industry Trends & Investment Trends Round Tables
  • RFP & RFI Best Practices
  • More Topics TBA!

Participants in the 2018 Columbus Fiduciary Summit may be eligible to receive the following continuing education benefits for attendance:

  • 3 Hours of CPE/CPA Credit
  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit
  • 3 Hours of SHRM Professional Development Credits (PDCs)
  • CEBS Eligible

The cost to attend this event is a registration fee of $150, which may be waved for select, qualified plan sponsors following completion of a one-minute Retirement Plan Roadshow survey on the event page -

About White Oak Advisors:
Forward-thinking companies recognize that benefit plans can be harnessed as a corporate asset instead of being seen as a financial liability. This requires more than a change in perspective; it requires a fundamental understanding of your business's corporate strategies and the ability to design a comprehensive benefits package that pushes you closer to your goals.

At White Oak Advisors, our decades of experience in the financial and retirement industry mean that we're uniquely equipped to help you build and maintain retirement plans that fit in as an integral part of your corporate strategy. We also specialize in investment oversight and benchmarking, giving you the benefit of impartial oversight of your plan's effectiveness.

By partnering with White Oak Advisors, you're getting more than benefit plan and investment consulting. You're partnering with an outsourced Chief Retirement Officer who knows your unique workforce, your unique goals, and has the expertise to help you and your employees move toward increased financial security.

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About Xponential Growth Solutions:
Xponential Growth Solutions (XGS) is an independent resource for unbiased education, best practices, and referrals, working to help employers make informed decisions about retirement plans in order to create a positive impact for plan participants. XGS offers solutions for 401(k), 403(b), 457, and defined benefit retirement plans, while also facilitating national fiduciary educational summits designed to help human resource, finance, and business professionals in charge of retirement plans to understand and observe best practices in order to reach retirement plan goals. XGS founded the Retirement Plan Roadshow, a nationwide series of educational summits featuring local and leading fiduciary experts, in 2012.

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