2017 Indiana Fiduciary Summit Gathers Employers and Industry Experts to Discuss 401(k) and 403(b) Best Practices

The event is one we anticipate will position attendees to learn how best to address contemporary issues facing Plan Sponsors and Plan Fiduciaries

Xponential Growth Solutions is pleased to announce the 2017 Indiana Fiduciary Summit. This Summit is part of the national Retirement Plan Road Show, a series of educational workshops that brings together both local and national expertise to interact with employers made up of Finance, Human Resources and Benefits executives, as well as Business Owners, Fiduciaries, and Plan Sponsors. Speakers will provide insights to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.

James D. Robison, Managing Principal, and Richard C. Clouse Jr., Practice Leader, of White Oak Advisors, LLC emphasize that “the event is one we anticipate will position attendees to learn how best to address contemporary issues facing Plan Sponsors and Plan Fiduciaries; all in an environment where subject matter experts are available as panelists and/or one-on-one discussions.”

Guest speakers include:

  • Bradford Campbell, Current Partner at Drinker Biddle & Reath, LLP and former Assistant Secretary of Labor for Employee Benefits/Head of the Employee Benefits Security Administration
  • David Leising, Partner – BKD
  • Patricia L. Beaty, Shareholder – Ogletree Deakins
  • Chad Morris, Vice President, Employee Benefits – Gregory & Appel


Topics of Discussion:

  • What Every Fiduciary Needs to Know for 2017
  • Determining Retirement Plan Fees
  • Washington Update – Legislative, Retirement & Healthcare
  • Ask the Experts – Local & National Professional Panel
  • Key Industry Trends Panel
  • Local Plan Sponsor Case Study & Success Story
  • RFP & RFI Best Practices
  • And more!


The 2017 Indianapolis Fiduciary Summit will be held at the Indianapolis Museum of Art at 4000 Michigan Rd, Indianapolis, IN 46208, from 8:00 AM to 12:00 PM on Tuesday, October 3rd (breakfast will be served). This educational event is approved for 3 hours of CPE/CPA credits, HRCI/SPHR general credits, SHRM Professional Development Credits (PDCs), and is CEBS eligible. Seating is limited and local plan sponsors will receive priority registration. Additional details and…

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