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Keeping Pace with New Trends: A Conversation Between Plan Sponsors & Plan Advisors

Apr 29th 2021
1:00 - 2:15 PM Eastern Time
Virtual Program
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About

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?

- The Biden Administration letting the fiduciary rule stand which provides exemption for investment advice fiduciaries. What is the potential impact on plan sponsors and advisors?

This virtual program is approximately 90 minutes of a panel discussion, breakout discussion groups, and a moderated Q&A.

View Agenda

Agenda

1:00-1:05 PM (5 minutes)

Polling Session & Introductions

1:05 – 1:50 PM (45 minutes)

Panel Discussion

Keeping Pace with New Trends: A Conversation Between Plan Sponsors and Plan Advisors

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 plan participants.

Some discussion points include:

- In the past year, how has their 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?

- The Biden Administration letting the fiduciary rule stand which provides an exemption for investment advice fiduciaries. What is the potential impact on plan sponsors and advisors?

Moderator:

• Richard Rogers, AIFA, Principal, Consultant, Innovest

Panelists:

• W. Michael Montgomery, Managing Principal, Montgomery Retirement Plan Advisors

• Curtis Woitte, Deputy Director and Chief Financial Officer, Denver Art Museum

• Christine Pirri, SPHR, Vice President Human Resources Operations, Bassett Healthcare Network

1:50 – 2:10 PM (20 minutes)

Breakout Discussion Groups

2:10 – 2:30 PM (15 minutes)

Q&A Session & Closing

Register Your Interest


Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.


Registration

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2021 Advisory Board

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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September 29-30, 2021 | In-Person Conference

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Contact
For more information, please contact:
 

Cynthia Huynh

Deputy Director
Institutional Investor, Memberships & Forums 
cynthia.huynh@institutionalinvestor.com