In this rapidly changing environment, a growing number of participants are seeking a holistic benefit plan from their employer. The impact of key life goals is tied to participants’ financial wellness, and it’s more critical than ever that employers provide a comprehensive benefits package. Plan sponsors and plan advisors will sit down to discuss how this new environment has propelled them to become more of a “one-stop shop” for their clients and potential clients.
Some discussion points include:
- In the past year, how has your service models changed, and what additional actions are plan advisors and plan sponsors undertaking to improve participant outcomes?
- How have the SECURE and CARES Acts affected plan sponsors in the short-term and long-term, and what plan sponsors expect down the pipeline with SECURE 2.0?
This virtual program is 75 minutes of a panel discussion, breakout discussion groups, and a moderated Q&A.
Stace Hilbrant, Managing Director, 401k Advisors
Charles Langowski, Principal and CEO, Advanced Capital Group
Ben Sithens, Vice President – Investment, Alliant Retirement Group
David Griffin C(k)P, Senior Vice President, Atlanta Retirement Partners | OneDigital | Retirement Services
Kathleen A. Kelly, CRPS, AIFA, Managing Partner, Compass Financial Partners
Chuck Williams, CFP, C(k)P, CRPS, CRPC, AIF®, Chief Executive Officer, Finspire
Joshua E. Ulmer, Senior Vice President, Institutional Consulting Director, Graystone Consulting
Todd Kading, , CFP®, CPFA™, RF™, President, Leafhouse Financial
Richard Rogers, AIFA, Principal, Consultant, Innovest
David K. Stofer, ChFC, CLU, Managing Director, Retirement Plan Solutions, Mariner Wealth Advisors
Vincent Morris, President, OneDigital Retirement and Wealth
Jason K. Chepenik, CFP, Senior Vice President, Retirement & Wealth, OneDigital Retirement Services
Michael Sasso, Partner, Co-Founder, Portfolio Evaluations, Inc.
Doug Prince, AIFA, Co-Founder, Advisor, ProCourse Advisors
Ellen Lander, Principal, Renaissance Benefit Advisor Group
Larry Deatherage, Founder & Managing Partner, Retirement Benefits Group
Joshua Schwartz, President, Retirement Plan Advisors, LLC
Randy Long, Managing Principal, SageView Advisory Group
Daniel Peluse, Director of Retirement Plan Services, Wayne Hummer Investments, Wintrust Wealth Management
L. Rita Fiumara CIMA, CRPS, Senior Vice President - Investments, UBS
Michael Welz, CFA, CAIA, CIMA®, President & Chief Investment Officer, USI Advisors
Brett Shoffner, President, Work Plan Retire
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Scottsdale, AZ
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Park Hyatt | Chicago, IL