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2013 Philadelphia Retirement Plan Fiduciary Summit

July 18, 2013

Coming to the Avenue of the Arts, the 2013 Philadelphia Fiduciary Summit invites proactive retirement plan sponsors, human resources/finance executives, trustees and business owners in the greater Philadelphia area to discuss and listen in on improvements and adjustments to all employee retirement plans. Hosts, 401(k) Advisors- East Region and Xponential Growth Solutions, have gathered an executive panel and keynote speakers to discuss interactive benchmarking/analysis, fiduciary regulations, healthcare benefits and local case studies and success stories.


Gregory J. Fox
Partner, Montgomery McCracken Walker & Rhoads

Michael E. Falcone, CLU, ChFC
Managing Director, East Region for 401(k) Advisors

Donna M. Massonova, CPA
Partner, ParenteBeard LLC


  • Target Date Fund Panel Discussion
  • Convergence of Healthcare, Benefits, and Retirement Plans
  • Fiduciary Risk Management & Governance
  • What Every Fiduciary Needs to Know for 2013
  • Local Case Studies and Success Stories

Click here to register.

July 18, 2013 at 11:30 AM – 3:00 PM

123 South Broad St.
Philadelphia, Pennsylvania
United States