Start Your Retirement Engines:
Redesigning Your Normal Course of Business
As retirement plan advisors move forward into a post-pandemic future, advisors need to find a balance between what worked in the past, and the skills needed to succeed in the new “normal”. There are several areas in investment and practice management where retirement plan advisors made significant strides this year. Now more than ever, plan sponsors enlist the advice of plan advisors to provide guidance on retirement plans and how to tackle the new challenges they face. Many are struggling to cope with the rising demand for skilled talent, adoption of technology for cybersecurity and the development of innovations that can deliver new clients.
Over the course of one and half days in a safe, socially-distant setting, Institutional Investor’s 4th Annual Retirement Plan Advisor Summit will provide c-suite level executives from the most innovative and important retirement plan advisor firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses will have to face in the foreseeable future. The sessions will be formatted as case studies, expert perspectives, opinions, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry.
The agenda for each meeting is developed by our Advisory Board of retirement plan advisor executives to ensure the content is created ‘by RPAs, for RPAs.’
Stace Hilbrant, Managing Director, 401k Advisors
Charles Langowski, Principal and CEO, Advanced Capital Group
Ben Sithens, Vice President – Investment, Alliant Retirement Group
David Griffin, Senior Vice President, Atlanta Retirement Partners
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, 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
September 23-24, 2021 | In-Person Conference
Retirement Plan Advisor Summit - Southwest 2021
Scottsdale, AZ
September 29-30, 2021 | In-Person Conference
Retirement Plan Advisor Summit - Central 2021
Chicago, IL