Retirement Plan Advisor Summit

Jul 17th - Jul 18th 2018
Park Hyatt

Retirement plan advisors are one of the most dynamic groups in the financial services industry, an industry which is itself beginning to eclipse the institutional market in terms of assets under management and advisement as well as importance in the global capital markets. While asset flows to advisors continue to swell, snowballing M&A activity is creating an increasingly concentrated (and therefore competitive) market, with large firms growing larger and more sophisticated. Will this become an era of winners and losers? How can smaller firms carve out a niche in this environment? How can larger firms continue to evolve and adapt to meet the diverse and demanding needs of their client base? How do wirehouse advisory groups leverage the vast resources of their firm to gain a competitive edge and grow market share?


Staying Competitive in the Age of the Expert Advisor

Over the course of 1.5 days, c-suite level executives from the most innovative and important retirement plan advisor firms will learn about and share ideas and experiences on some of the issues likely to have the greatest impact on their clients and their businesses in 2018 and 2019. The session themselves will be formatted as case studies, expert perspectives, opinions, discussion tables, and workshops.

The 2018 preliminary agenda is currently being developed with the latest trends and most actionable insights in the sub-advisory space. We will keep you updated with the latest agenda as we approach the event.

2018 Agenda

Advisory Board

While it is still a work in progress under the guidance of our Advisory Board of leading RPAs, the agenda will focus on specific topics within the four major categories of Plan Design, Practice Management, Investment Solutions, and Market Insights, thereby allowing us to cover as many of the most important issues as possible. We are excited to announce the 2018 advisory board to date: 

  • Daniel Peluse, Director of Retirement Plan Services, Wayne Hummer Investments, Wintrust Wealth Management, IL
  • John Curry, Senior Director, CAPTRUST, NC
  • Jim O’Shaughnessy, AIF, Managing Partner, Sheridan Road Financial LLC, IL
  • Doug Prince, CPA, AIDA, PRP, Chief Executive Officer, ProCourse Fiduciary Advisors, IN
  • Todd Hughes, JD, Director, ERISA & Vendor Services, Pension Consultants, Inc., MO
  • Joshua Schwarz, President, Retirement Plan Advisors, IL
  • Scott Colangelo, Chairman, Managing Partner, Prime Capital Investment Advisors, KS
  • Jim Sampson, Director, Retirement Advisory Services, Hilb Group Retirement Services, MA
  • Joshua E. Ulmer, Corporate Client Group Director, SeaPort Group at Morgan Stanley, OR
  • Gary Handler, Senior Vice President, Investments, Raymond James Institutional Consulting, CA
  • Jeff Cullen, Managing Partner, Strategic Retirement Partners, IL
  • Michael Welz, President & Chief Investment Officer, USI Consulting Group, NY
  • Mark Wetzel, President, Fiduciary Investment Advisors, LLC, CT
  • Jennifer Breton, Partner, Lebel & Harriman, LLP, ME
  • Earle W. Allen, MBA, CEBS, Partner, Cammack Retirement Group, Inc., NY
  • Vincent Morris, President, Resources Investment Advisors, Inc., AS
  • Jamie Greenleaf, Principal & Lead Consultant, Cafero Greenleaf, NJ







State Street Global Advisors


Park Hyatt

Park Tower
800 N Michigan Ave
Chicago, IL 60611
United States



If you have not previously registered with a Euromoney group website please tick below so that we can keep you updated about Institutional Investor and other Euromoney group company products and services by:

You can also visit our preference centre and make more specific selections based on your interests. Of course, you can unsubscribe at any time.

If you have previously registered with a Euromoney group website and wish to update your marketing preferences, then please visit our preference centre to do so.


Privacy Notice | Terms & Conditions