Peeking Over the Horizon, A New Day in Retirement History
The retirement plan industry is constantly evolving, and to keep pace, plan advisors should be continuously evaluating their approach to compliance and fiduciary responsibilities, plan design, and the overall retirement plan marketplace. There were several areas in investment and practice management where retirement plan advisors made significant strides this past year. Now more than ever, plan sponsors enlist the advice of plan advisors to provide guidance on retirement plans and how to face new challenges.
Over the course of one and half days in a safe, socially-distant setting, Institutional Investor’s Inaugural Retirement Plan Advisor Summit will provide senior-level executives 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 are facing today. The sessions will be formatted as case studies, industry-expert presentations, 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 C(k)P, Senior Vice President, Atlanta Retirement Partners | OneDigital | Retirement Services
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 Shofner, President, Work Plan Retire
September 29-30, 2021 | In-Person Conference
Retirement Plan Advisor Summit - Central 2021
Park Hyatt | Chicago, IL