Our top-rated #fiduciary training series kicks off today with the 2025 #NOVA #Healthcare & #Retirement Plan Summit! Local experts and industry leaders have joined Northern VA plan sponsors at the Tysons Corner Marriott for an exciting day of networking, learning, and sharing insights on optimizing healthcare and retirement plans. Click here to learn more about upcoming events throughout the year: https://lnkd.in/gUjtqWK Hosts & Guest Speakers: Shelly Horwitz, Managing Director - World Investment Advisors (formerly Pensionmark) - Jay M. Kirschbaum, SVP, Director of Benefits Compliance, Employee Benefits Practice - World Insurance Associates LLC - Megan DeGroat, CPA, Director, Audit Services - SC&H - Rob Appleman,?AIF?, CPFA??, Director of Investments and Client Services- World Insurance Associates LLC - Jodi L. Green, Partner, ERISA & Employee Benefits - Tatum Hillman Hickerson & Powell, LLP - Cyndy Ventura, Director Engagement Consultant– Fidelity Investments - Ben Reece, QPFC, CRPS, CFS,?Regional Sales Director – Lincoln Financial - Ivette Dominguez, Regional Sales Director– Empower Retirement Discussion Topics: - Essential Insights for Fiduciaries in 2025 - Integrating Healthcare and Retirement: A Unified Approach - Optimizing Your Total Rewards Strategy for Maximum Impact - Advisor Performance Metrics and Best Practices for RFI & RFP - Identifying and Mitigating Fiduciary Risks - Enhancing Capital Efficiency in Health Plans + More!
Xponential Growth Solutions
教育管理组织
San Diego,CA 1,825 位关注者
Independent, unbiased education for plan sponsors committed to improving 401(k) 403(b), DB and retirement plan outcomes
关于我们
- 网站
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https://www.xgrowthsolutions.com
Xponential Growth Solutions的外部链接
- 所属行业
- 教育管理组织
- 规模
- 11-50 人
- 总部
- San Diego,CA
- 类型
- 私人持股
- 创立
- 2009
- 领域
- Retirement plan matchmaking、benchmarking、fiduciary summits、market research、plan evaluation、401(k) RFPs、continuing education credit、fiduciary responsibility、service provider searchs、plan fees、DOL triggers、ERISA和ERISA Smart
地点
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主要
501 West Broadway
Suite 490
US,CA,San Diego,92101
Xponential Growth Solutions员工
动态
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Join us for the 2025 Silicon Valley #Fiduciary Summit! This education-focused workshop event is part of the 2025 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants. Finance, Human Resource, Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2025. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague! Hosts & Guest Speakers Shannon Main, Regional Growth Leader - World Investment Advisors Pete Ravani, CFP?, AIF?, Managing Director at Ravani Retirement & Wealth Solutions?- World Investment Advisors John C. Kim, MBA, AIFA ?, C(k)P, CPFA, CRPC, Managing Director at Sourjohn-Kim Retirement Solutions?- World Investment Advisors Robert Gower, Director - Trucker Huss Bryan Card , Associate - Trucker Huss Jason Figgat, CPA, Partner - Pension Assurance Discussion Topics - What Every Fiduciary Needs to Know for 2025 - Advisor Benchmarking + RFI & RFP Best Practices - Plan Sponsor Success Case Studies & Practical Applications - How to Engage Your Employees With Financial Wellness Programs - Fiduciary Hot Topics
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Join us for the 2025 Orange County #Healthcare & #Retirement Plan Summit! This education-focused workshop event is part of the 2025 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement and healthcare plan participants. Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2025 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague! Hosts & Guest Speakers Shannon Main, Regional Growth Leader - World Investment Advisors Jonathan Martinez, SVP, Retirement Plan Consultant - World Investment Advisors Jay M. Kirschbaum, SVP, Director of Benefits Compliance, Employee Benefits Practice - World Insurance Associates, LLC Jordan Cross, QKA, President - CrossPlans Ryan Gensicke, Managing Director - World Investment Advisors Jocelyn Potter, CPA, Partner, Assurance & Advisory - LSL Discussion Topics - What Every Fiduciary Needs to Know for 2025 - Convergence of Healthcare & Retirement - Preserving & Enhancing the Value of Your Total Rewards Strategy - Advisor Benchmarking + RFI & RFP Best Practices - Risk Exposures & Solutions for Fiduciaries - Maximizing Capital Efficiency in Your Health Plan
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This #ThrowbackThursday we're highlighting the 2024 #Atlanta #Retirement Plan & Risk Summit held at Truist Park! Regional experts from World Investment Advisors (formerly Pensionmark) kicked off a packed agenda covering everything from risk exposures and #fiduciary solutions to benefits and compliance. Our 2025 events calendar is filling up fast- new dates + locations will be announced soon! Discussion Topics - Convergence of Healthcare & Retirement - Risk Exposures & Solutions for Fiduciaries - Benefits Beyond the Compliance - Ask the Expert Panel - Interactive Roundtable Discussions + More! Hosts & Guest Speakers - Shelly Horwitz, Managing Director - World Investment Advisors (formerly Pensionmark) - John Peterson, Chief Growth Officer - World Insurance Associates LLC - Russ Kanner, CPA, Senior Manager - Smith + Howard Advisory LLC - Jill Pitcher, Assurance Senior, Employee Benefit Plan Practice - Smith + Howard Advisory LLC - Jodi L. Green, Partner, ERISA & Employee Benefits - Tatum Hillman Hickerson & Powell, LLP - Alexa Wright, Manager, USA Compensation & Benefits - Aritzia - Bradford Sherry, VP. Senior Account Executive - World Insurance Associates LLC - James Vanke, CPA, AIF ?, Managing Director - World Insurance Associates LLC - Rob Appleman, AIF?, CPFA??, Director of Investments and Client Services - World Insurance Associates LLC - James Lyday, AIF?, CPFA?, Managing Director - World Investment Advisors (formerly Pensionmark) - Ben Reece, QPFC, CRPS, CFS, Regional Sales Director - OneAmerica Financial Partners - DALE KORMAN, CFP?, CIMA?, Senior Vice President - Harbor Capital Advisors, Inc. - James Robinson, Senior Director - Principal Financial Group
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#ThrowbackThursday with highlights from the 2024 #Philadelphia #Healthcare & #Retirement Plan Summit! World Investment Advisors (formerly Pensionmark) regional leader Robert Scherzer, AIF? kicked off the event with a keynote on the Convergence of Healthcare & Retirement, followed by presentations ranging from Employee Benefits to Risk Exposure and Financial Wellness- as well as a #VIP networking cocktail hour. Our educational events series is gearing up for the year ahead- upcoming dates will be announced soon! Discussion Topics - Convergence of Healthcare & Retirement - #EmployeeBenefits Market Outlook - Risk Exposure & Solutions for Fiduciaries - #Fiduciary & Retirement Plan Hot Topics - Plan Sponsor Attitudes Survey - Engaging Your Employees with #FinancialWellness + More! Hosts & Guest Speakers - Robert Scherzer, AIF?, Managing Director - World Investment Advisors (formerly Pensionmark) - Michael Bass, AIF?, Principal - World Insurance Associates LLC - John Peterson, Chief Growth Officer - World Insurance Associates LLC - William Marx, Associate Attorney - Morgan, Lewis & Bockius LLP - Matthew May, Vice President - Retirement Director - Fidelity Investments - Connor Scherzer, Consultant - World Investment Advisors (formerly Pensionmark)
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#TestimonialTuesday from the 2024 #Minnesota #Retirement Plan & #Risk Summit: "I really appreciated the presentation by Matt Voecks, as well as the #election and interactive round table discussions. The information on #ERISA compliance and #cybersecurity risk were especially valuable." More of our top-rated educational workshops are being scheduled throughout 2025- stay tuned for dates + locations nationwide! Discussion Topics: - Advisor Specialist vs. Generalist - Risk Exposures & Solutions for Fiduciaries - An Investment Guide to the Elections - Advisor-Led Roundtables + More! Hosts & Guest Speakers: - Matt Voecks, RPA, CPFA, AIF RPA, CEFEX-Certified Retirement Plan Advisor - World Investment Advisors (formerly Pensionmark) - Frank P. Costa, CIC, CRM, Chief Growth Officer - World Insurance Associates LLC - Sue Walton, Senior Retirement Strategist - Capital Group |American Funds - Tony Black, CPFA, AIF, RPA, CEFEX-Certified Retirement Plan Advisor - World Investment Advisors (formerly Pensionmark) - Marc Olson, AIF?, RPA, Regional Vice President - The Standard - Marjorie Heap, CPA, Senior Manager, Audit & Assurance - Eide Bailly LLP - John Frisvold, Retirement Sales Consultant - Alerus - Ally Williamson (Thimsen), National Account Director - Empower
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Continuing our annual roundup of nationwide events with highlights from the 2024 Los Angeles #Retirement Plan & Risk Summit, featuring keynotes from leaders at World Investment Advisors (formerly Pensionmark) and World Insurance Associates LLC, as well as a #SharkTank style presentations by local experts! Discussion Topics: - Understanding Plan Fees - Beyond the Benefit Plan - Audit Tips - Tools for Plan Sponsors + More! Hosts & Guest Speakers: - Shannon Main, Regional Growth Leader, World Investment Advisors (formerly Pensionmark) - John Peterson, Chief Growth Officer - World Insurance Associates LLC - John Russon, Partner - Pension Assurance LLP - Brendan Wallace, Director, Distribution Retirement Solutions - Principal Financial Group - Scott Harrison Jr., Regional Vice President - The Standard - Andy Hermann, Regional Sales Director - Empower
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We ?? NY! Check out these highlights from the 2024 New York #Healthcare & #Retirement Plan Summit, hosted by BlackRock in #Manhattan! Discussion Topics - Convergence of Healthcare & Retirement - Maximizing Capital Efficiency in Your Health Plan - Secure 2.0 Updates - Women, Wealth, & Wellbeing - Risk Exposure Solutions for Fiduciaries - Plan Sponsor Attitudes Survey - Voice of the American Workplace - The Value of Financial Advice + More! Hosts & Guest Speakers - Robert Scherzer, AIF?, Managing Director - World Investment Advisors (formerly Pensionmark) - Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Investment Advisors (formerly Pensionmark) - Melissa Fleitas, CPA, Associate Director of Assurance and Advisory Services - Berkowitz Pollack Brant/PWA - Stefanie Gonzalez, Director - BlackRock Business Consulting - John Peterson, Chief Growth Officer - World Insurance Associates LLC - Jamie Legarce, VP, Regional Account Executive - Fidelity Investments - Liam Grubb, CFA, CAIA, Vice President, Senior Retirement Plan Strategist at Franklin Templeton Investments - Jason Timko, Regional Director, New York City - Empower
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?? Wrapping up 2024 with highlights from our nationwide educational event series!?? The #Arkansas #Retirement Plan & Risk Summit was a standout, featuring engaging discussions on key topics like plan fees, legal compliance, and managing evolving risks. Local experts shared invaluable insights, and interactive roundtable discussions brought fresh perspectives on benchmarking, litigation, participant engagement, and more! Discussion Topics: - Understanding Plan Fees - Legal & Compliance Update - Evolving Risk - Interactive Roundtable Discussions: Benchmarking, Litigation, Participant Engagement + More! Hosts & Guest Speakers: - Clay Kendall, CFA, Managing Partner, Financial Advisor - WealthPath Investment Advisors - Erik Berry, Partner, Financial Advisor - WealthPath Investment Advisors - Gwen Mazzola, Assurance Partner - HoganTaylor - Ethan Beckcom, Senior Risk Advisor, Producer - World Insurance Associates LLC - Brandon Long, Attorney - McAfee & Taft - Annie Chavis, HCM Consultant - Paylocity - Melissa Wallace Lozano, Senior Partner Account Manager - Human Interest - Seth Sherman, Regional Sales Director - Empower - Shane Tatum, VP, Retirement Director - Fidelity Investments We’re excited to host more events like this in the year ahead— bringing professionals together to share knowledge, grow, and tackle industry challenges. ? Stay tuned for our 2025 calendar!
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#FlashbackFriday! Check out these highlights from the 2024 South Carolina #Retirement Plan & #Risk Summit at Charleston Country Club! This event, part of the 2024 Retirement Plan Road Show, brought together proactive plan sponsors from across #SouthCarolina to discuss top strategies and emerging trends. Events like this continue nationwide—click here to see upcoming locations: https://lnkd.in/gUjtqWK Featured Hosts & Guest Speakers - James Lyday, AIF?, CPFA? - Managing Director, World Investment Advisors Nashville - Jeff Seymour - Managing Director, World Investment Advisors (formerly Pensionmark) - Keith Roberts - Principal, Division Leader, World Insurance Associates LLC - David Walker - Client Advisor, World Insurance Associates LLC - Scott Peterson - Chief Information Security Officer, Cyber Solutions Discussion Topics - What Every #Fiduciary Needs to Know for 2024 - Plan Sponsor Challenges & Fears - Convergence of #Healthcare & Retirement - Risk Exposures & Solutions for Fiduciaries - Business Email Compromise - The Fastest-Growing #Cyber Threat + More!