2019 PLANSPONSOR National Conference

Renaissance Hotel, Washington D.C.  |     |  

  • Kara Ardis

    Managing Director, Business Strategy, Charles Schwab

    Kara Ardis has been in the financial services industry for more than 18 years and with Charles Schwab since 2014. As the director of business strategy for Schwab Retirement Plan Services, Ms. Ardis focuses on the client experience as well as platform and product development strategy. She supports business plan execution and provides guidance to the leadership team on critical initiatives in order to help retirement plan sponsors, consultants, and participants meet their goals. Prior to joining Schwab, Ms. Ardis was vice president of investment and sales for a Texas-based broker-dealer serving municipalities in their investment strategies and bond underwriting. Ms. Ardis earned a master’s in management and international business at Colorado State University, a bachelor’s in rhetoric from Drake University, and holds her FINRA Series 7, 63, and 24 licenses.

  • Matt Bahl

    Vice President, Financial Wellness Customer Strategies, Prudential Retirement

    Matt Bahl works with customers to unlock the power of financial wellness. Taking a holistic, data-driven and consultative approach, he helps employers develop custom financial wellness solutions and strategies that best meet the financial wellness needs of that employer’s unique workforce. Bahl began his career as an attorney working on labor and employment issues. Prior to joining Prudential, he served as vice president of human resources for one of the largest health systems in northern New England. In 2015 he joined Prudential to lead the company’s health and productivity analytics and consulting practice in the Northeast and Central regions before stepping into his current financial wellness role. In this role, Bahl travels all over the U.S. speaking on a wide range of topics including financial wellness, health and productivity, the multi-generational workforce, employee engagement, building a culture of employee well-being and ways businesses can leverage employee benefit offerings to support broader human capital initiatives. Bahl is a cum laude graduate of the Southern Methodist University-Dedman School of Law and is Phi Beta Kappa and magna cum laude graduate of Colorado College.

  • Tim Brown

    Senior Vice President of Life and Income Funding Solutions, MetLife

    Tim Brown is senior vice president, head of Life & Income Funding Solutions (LIFS) for MetLife. LIFS includes MetLife’s Structured Settlements, Institutional Income Annuities, Specialized Benefit Resources (e.g., corporate- and bank-owned life insurance) and non-pension Post Retirement Benefits businesses. The division is part of Retirement & Income Solutions, the company’s institutional retirement business, which historically has been responsible for generating over 20 percent of MetLife’s operating earnings. Brown, who joined MetLife in 1997, has over 25 years of experience in insurance and financial services, working in both individual and group markets with products including property casualty, healthcare, mutual funds, life insurance and annuities. In his current role, Brown has overall profit center and general management responsibility, including product oversight and development, underwriting and pricing, sales and relationship management, and service and operations, for the LIFS businesses. Prior to MetLife, Brown held positions with Prudential Financial and City Insurance Services. He has extensive knowledge of specialty life insurance and annuity products and has written and been quoted in published articles related to strategies for managing non-qualified benefit liabilities and securing lifetime income. Brown earned his Bachelor of Business Administration with a concentration in Finance & Economics from Susquehanna University in Selinsgrove, Pennsylvania. He is a FINRA Registered Principal, a Chartered Life Underwriter (CLU®), and a Chartered Financial Consultant (ChFC®).

  • Jason Chepenik

    Managing Partner, Chepenik Financial

    Jason joined Chepenik Financial in 1999 as Managing Partner and Financial Adviser focused on providing fiduciary guidance to corporate retirement plans. For more than 20 years, Jason has been recognized as a thought-leader and outspoken advocate for the retirement industry, testifying in 2008 before Department of Labor’s ERISA Advisory Council on the spend-down issues of corporate retirement plans. He has received numerous industry accolades, having been named one of 401kWire’s 60 Most Influential DC Advisors, one of Financial Times Top 401k Retirement Advisers, and selected in 2019 as PLANADVISER Magazine’s Retirement Plan Adviser of the Year. Jason has earned a degree in Management with concentration in Finance from Tulane University.

  • Maura Troy Coolican

    Managing Director Head of Retirement Plan Solutions, Morgan Stanley

    Maura is a Managing Director and Head of Retirement Plan Solutions at Morgan Stanley. She leads the Corporate Retirement Services team and the Retirement Sales and Distribution teams that reside within the Morgan Stanley @ Work & Digital Solutions organization under Global Wealth Management.  She is currently a member of the Morgan Stanley Wealth Management Committee as well as the Morgan Stanley @
    Work & Digital Solutions Operating Committee. Prior to her current role, Maura was Head of Institutional Wealth Services Sales and Distribution within Morgan Stanley Wealth Management. Previously, she was Director of Portfolio Trading and Implementation for the Morgan Stanley Consulting Group businesses in Wealth Management, encompassing the Private Portfolio Group team.  Maura joined Morgan Stanley in 2011 taking on various Wealth Management Capital Markets management roles from fixed income sales, trading and distribution for the Private Wealth Management and International Wealth Management segments to Head of the Advisory Fixed Income Desk & Third Party Relationship Management. Before joining Morgan Stanley, Maura held positions at the Credit Suisse Private Bank as a senior product specialist and sales trader covering taxable fixed income products.  She began her career at Donaldson, Lufkin and Jenrette, where she served in a similar capacity, with a focus on credit and rate products. Maura earned her B.A. in Economics and Political Science from the University of North Carolina at Chapel Hill. 

  • Emily S. Costin

    Partner, Alston & Bird LLP

    Emily Seymour Costin is a partner in the Washington, D.C. office of Alston & Bird LLP, where she focuses her practice primarily on the defense of employee benefits disputes and counseling employers, plan sponsors, and fiduciaries on litigation avoidance strategies. Emily represents plan sponsors, insurers, and fiduciaries in individual, mass action, and class action litigation over claims for benefits and breach of fiduciary duty under ERISA. She has experience litigating various types of ERISA disputes, including those involving excessive fees, employer stock, benefit termination, and health care matters.  Emily is the chair of the ABA’s Joint Committee on Employee Benefits (JCEB), a member of the editorial advisory board of the Benefits Law Journal, and a contributing author to the BNA treatise ERISA Litigation. In 2018, Emily was named a “Rising Star” by Law360, and a Washington, DC Super Lawyer.

  • Robert Covin, JD

    Benefits Consultant, Milliman

    Robert Covin is a Benefits Consultant for the Milliman Employee Benefits Administration Practice. His responsibilities include client management, plan administration, plan design and compliance consulting, and issue resolution.

    With over 20 years of experience in the employee benefits field, Robert brings a valued perspective to the team. Robert has worked at Trust companies most of his career. With his in-depth knowledge of ERISA law and accounting, he has served as a compliance officer, staff attorney and manager of a trust department. Robert has also worked as a controller overseeing the installation and management of an accounting system and supervision of the IT and HR department. His experience with both the corporate and consulting sides of the business add depth to the team and enables him to provide practical recommendations for any business concerns. Education: BS, Accounting, Mississippi State University, JD, University of Mississippi

  • Barbara Delaney

    Principal, StoneStreet Renaissance

    An innovative entrepreneur and respected business leader, Barbara Delaney has been navigating the financial world since 1981. After spending 20 years leading retirement planning divisions within successful companies, Barbara took that expertise and founded Fundamental Foundations of America (FFOA). Having identified challenges within the retirement planning industry, Barbara saw a great opportunity to reshape the market place and did so with her firm focusing on small to midsize company retirement plan needs. At the forefront of this industry, Barbara emerged as a leading advisor and her firm was named as the 2008 Advisor Team of the year. In 2008 Barbara formed StoneStreet Renaissance (SS/RBA) to shift focus to a holistic and innovative business model. This model not only provided the traditional plan advisor services, but added a new layer of value to the plan sponsor by implementing financial wellness tools to create active participant engagement at every step of the retirement plan participant’s careers. This positioned Barbara and her firm launch into the mid to large size retirement plan market. Having gained the distinction as a top plan advisor, Barbara and her team continue to receive top accolades and honors within the industry. In addition, Barbara is an active member of the Government Affairs Committee for NAPA in Washington, D.C. Barbara is a sought-after speaker who appears at numerous industry conferences and seminars. She also regularly authors articles for publications within the financial sector.

  • John Doyle

    Senior Vice President and Senior Defined Contribution Strategist , Capital Group, home of American Funds

    John Doyle is a senior vice president and a senior defined contribution strategist in the Retirement Strategy Group at American Funds, part of Capital Group. He has 31 years of investment industry experience and joined Capital Group in 2013. Prior to joining Capital, John was executive vice president and chief marketing officer for Hartford Investment Management Company. Before that, he worked as head of marketing and product at T. Rowe Price Retirement Plan Services and as a vice president of marketing at Fidelity Investments. John is a frequent speaker on issues and topics important to the success of the DC retirement system. He holds an MBA from the F.W. Olin Graduate School of Business at Babson College and a bachelor’s degree in economics from Georgetown University. John is based in New York.

  • Jeff Fister

    Senior Relationship Manager, ADP Retirement Services

    Jeff is a Senior Relationship Manager with ADP Retirement Services and has almost 30 years of experience in the financial services and human capital management industries. He began his career at Towers Perrin (now Willis Towers Watson) before moving to William Mercer Consulting (now Mercer)  where he managed customer service and operations support teams in the outsourcing units of both organizations.  Jeff joined ADP Retirement Services in 1995.  He has spent the last 24 years helping clients address their retirement plan benefits design challenges, employee communication needs, as well as identifying strategic solutions for compliance and administrative concerns. Jeff is a member of various product development and client service working groups within ADP that focus on continuous improvement. Because of his deep experience with large-market plans, he brings valuable insights and a strategic perspective to these teams. Jeff lives in the Chicago area with his wife Julie.  He earned a Bachelor of Science in Liberal Arts from Drake University and also holds FINRA 6 and 63 licenses.

  • Catherine Golladay

    Chief Operating Officer, Schwab Retirement Plan Services

    Catherine Golladay is senior vice president and chief operating officer of Schwab Retirement Plan Services, leading participant services, operations, relationship management and national business development. She is an expert source of commentary on how companies and participants alike can make the most of workplace retirement plans, and her writing has been featured on sites including MarketWatch and HuffPost. Golladay has been with Charles Schwab since 1996 and was most recently senior vice president, participant services and administration for Retirement Plan Services, responsible for plan administration, participant service centers and support teams, third-party advice services, and education presenters. Golladay has been serving retirement plan clients since 1990 and has held management positions in compliance, client services, communication consulting, and participant service centers. Prior to joining Charles Schwab, Golladay was vice president of ERISA compliance at Key Bank. Before that she served as a Certified Public Accountant at S.R. Snodgrass and Co., LPA. She is a Certified Public Accountant and a qualified 401(k) administrator (QKA). She also holds FINRA Series 7, 9/10, 24, 63, and 66 registrations. Golladay earned a Bachelor of Science degree in Accounting from the University of Akron. She also has a Master of Business Administration degree from the Weatherhead School of Management at Case Western Reserve University.

  • Stace Hilbrant

    Managing Director and Founder, 401k Advisors LLC

    Stace Hilbrant, named Plansponsor’s 2012 Retirement Plan Advisor of the Year, is Managing Director and Founder of Chicago-based 401k Advisors, LLC.  Since 2001, Hilbrant and his Associates have assisted plan sponsors of 401k plans of all sizes. The firm represents small to mid-sized companies from manufacturers to printing companies and professional sports teams to firms engaged in the automotive and aerospace industries and has over $1.5 billion in assets under management. Stace has been in the financial industry for more than 30 years, including 20 years with one of the 401k industry leading service providers. Stace, is a Registered Investment Advisor and holds Series 6, 63, 7, 24 and Series 65 designations.  He is also an Accredited Investment Fiduciary (AIFÔ), a Plansponsor Retirement Professional, a Certified Behavioral Analyst and a Registered Fiduciary (DALBAR).  Stace’s expertise ranges from employee education and investment due diligence/asset allocation to vendor reviews /cost management and fiduciary liability management. Stace has been involved with the Chicago Chapter of the America Heart Association and recently served as the Chairman of the Board of the Hadley School of the Blind in Winnetka, Illinois.  He also serves on a local foundation that provides educational assistance to young people desiring secondary educational support who are “funding challenged.” Stace is married and has six children.

  • Jim Hill

    Manager of Support Services, Intermountain Power Service Corporation (IPSC)

    Jim Hill is Manager of Support Services at Intermountain Power Service Corporation (IPSC) in Delta, Utah. He earned his Bachelor’s Degree from Brigham Young University (BYU) and a Master’s Degree in Human Resource Management from the University of Utah. He has been with IPSC for over 30 years and is currently Chairperson of the Savings and Retirement Committee at IPSC. He has been involved with designing and implementing many of the retirement programs at IPSC. IPSC was recently recognized as a PLANSPONSOR winner for their retirement programs and benefits. Jim is married and has five children and four grandchildren. He enjoys spending time in the outdoors and sports where he cheers for the Steelers and Jazz. Most of all he enjoys spending time with his family; especially on the beaches of Lake Powell in Southern Utah.

  • Ted Huffman

    Divisional Vice President, Sales, ADP Retirement Services

    As DVP of Sales Operations, Ted and his team are responsible for all the operational aspects that impact the Retirement Services Sales Organization such as new share acquisition, compensation, sales policy, as well as tools and technology. In addition to his sales operation role, Ted also serves as the supervising principal responsible for approximately 350 registered representatives for ADP Broker Dealer. Ted joined ADP in 1995 and has over 20 years of experience leading several teams at the organization. He has a proven track record for driving increased sales growth while reducing net sales expense. Prior to becoming head of Sales Operations for Retirement Services, Ted was a part of the business unit’s sales leadership team for 14 years. In this role, he successfully lead more than 90 high performing sales associates who attained double-digit sales growth for the organization in the upmarket segment of the retirement plan marketplace. In addition to his deep experience in Retirement Services, Ted also held positions in ADP’s HR and Benefits businesses where he has been responsible for marketing the ADP product suite to companies with 50 to 1,000 worksite employees. Some of his notable accomplishments at ADP include qualifying for ADP’s President and Board of Directors recognition clubs for outstanding annual sales efforts. Ted has a BA from SUNY GENESEO in New York.  He holds FINRA Series 7, 63, and 26 registrations and maintains his Accredited Investment Fiduciary (AIF®) and Accredited Retirement Plan Consultant (ARPC®) designation. 

  • Dave Hulsen

    COO and Co-founder, RFP360

    As chief operations officer and co-founder of RFP360, David is responsible for ensuring clients maintain a positive customer experience as they engage with RFP360. He brings more than 10 years’ experience in the software industry.

  • Cameron Kleinheksel

    Senior Consultant, Wealth Management, Plante Moran Financial Advisors, LLC

    I work with organizations to develop, maintain, and improve their qualified and nonqualified retirement plans. I specialize in consulting with plan fiduciaries on meeting their fiduciary responsibilities, selecting and monitoring investments, and educating participants. As a member of our institutional investing consulting team, we work with companies of all sizes and structures, such as family-owned small businesses with 30 employees, multi-employer plans with over 40 participating entities, and publicly traded companies with thousands of employees and international locations. I take complex topics and explain them to a variety of different audiences, from the novice to the professional. Clients appreciate this technical knowledge on the industry, capital markets, and investment universe, and how these all relate to improving their qualified and nonqualified plans. This allows hundreds of participants to get on track for a successful retirement. Since a young age, I’ve always been drawn to the capital markets. Once I joined Plante Moran, I saw an opportunity within the institutional investment consulting practice to help thousands of participants improve their financial outlook on retirement by improving their 401(k) and defined benefit plans and educating them along the way. Recently, I spoke at the National Association of Plan Advisors Annual Conference on impact investing, specifically regarding ESG investments (environmental, social, governance) and how fiduciaries can integrate them into their qualified and nonqualified retirement plans. The National Association of Plan Advisors recognized me with its “Young Gun” Award as one of the top 40 advisors in the nation under 40 years old in 2017, 2018 and 2019. I belong to the Financial Planning Association, Investments and Wealth Institute, the National Association of Plan Advisors, and the West Michigan Spartans. I earned my B.A. in finance from Michigan State University. I like to spend my free time on Lake Michigan boating with friends and family. I’m also a proud MSU alum and try to attend football and basketball games when I can.

  • Bruce G. Lanser

    First Vice President - Wealth Management Institutional Consultant, UBS Institutional Consulting Certified Investment Management Analyst (CIMA®) Chartered Retirement Plans Specialist (CRPS®), UBS Retirement Plan Consulting Group

    For more than 30 years, Bruce has been helping plan sponsors strengthen their employee retirement plans. He focuses his practice on delivering insights and results in three key areas within corporate retirement planning: sponsor and participant success, investment consulting, and fiduciary guidance. Bruce addresses several priorities for each relationship—clarifying client needs, identifying goals and implementing plan changes to drive outcomes. His engagements start with an analysis to understand the current state of an organization and its retirement plan. Plan design, the investment menu, fiduciary liability, fees, service providers and participant retirement readiness are all evaluated in order to outline where things are today and discuss opportunities moving forward. From there, he applies his experience and in-depth knowledge of the 401(k) to match client needs with strategies and partners that can best support their organization and employees. To Bruce, advising a 401(k) plan is not just about investments and fees. It’s about people, families and helping them feel confident about their future. He provides retirement committees with a well-documented process designed to help them comply with fiduciary responsibilities and optimize participants’ retirement outcomes. Bruce works primarily with mid- to large-size businesses that want to protect and enhance their current retirement plan. He and his team work best with clients who are concerned about their employees’ retirement and need help building a plan that can make a real difference in their lives as they work toward their retirement goals. Bruce is passionate about giving back to the community and serves as on the Board of Junior Achievement of Wisconsin. He also enjoys speed skating—he is an International Official and part of an elite group of just 24 starters in the world who qualify to be an official at the Olympic Games. He and his wife, Bernadette, have been married 37 years. They have two wonderful children. BJ is Assistant Professor of Pediatrics in the Division of Allergy and Clinical Immunology at National Jewish Health and the University of Colorado in Denver. A world-class speed skater, Erica graduated cum laude from Marquette University and is a radiologist at the Medical College of Wisconsin.

  • Mike Lulofs

    Sr. Director of Human Resources, Sumitomo Machinery Corporation of America (SMA)

    Mike is currently the Sr. Director of Human Resources for Sumitomo Machinery Corporation of America (SMA), headquartered in Chesapeake, VA.    SMA has five (5) assembly and manufacturing facilities, as well as field sales staff throughout the United States, for a total of 420 employees in the U.S.  Responsible for all aspects of HR administration, to include benefits, payroll, employee learning and development and environmental health and safety.    Mike also has HR responsibilities for subsidiary operations in Canada, Mexico, Chile, Argentina, Brazil, Colombia, Guatemala and Peru.    Total employment of all facilities within the Americas is 700. B.S. Business Administration – Christopher Newport University, Newport News, VA  (1979)

  • Marianne W. Marvez

    Vice President/Director, Innovest Portfolio Solutions, LLC

    Marianne is a vice president and director at Innovest.  She has more than 30 years of experience in the retirement plan sector. She is a member of Innovest’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients.  Marianne holds the Certified Employee Benefits Specialist (CEBS) and the Retirement Plan Associate (RPA) designations from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania. She is also holds the Series 65 License (Registered Investment Adviser Representative) though FINRA. Prior to joining Innovest, Marianne was a director with Empower Retirement, a senior consultant at Strategies, LLC, a vice president and senior relationship manager at Bank of America Merrill Lynch and spent 15 years with Invesco Retirement Plan Services as an associate partner and senior client relationship Manager. Marianne graduated magna cum laude from the University of Denver with a Bachelor of Arts in law and society and a certificate in conflict management studies. In addition, she is a former board member of the Denver Chapter of the Western Pension and Benefits Council, a current board member of the Colorado Zoological Trust, a 29-year member of the Board of Directors for the Denver Santa Claus Shop, a member of Mile High United Way’s Women United, and a Junior Achievement volunteer. Marianne also volunteers at Arrupe Jesuit High School and actively participates in various charity fund raising events in the metropolitan Denver community. Marianne is a Denver native. She and her husband Ed have four grown children and enjoy traveling, skiing, hiking and kayaking.

  • Jonathan McBride

    Managing Director, Global Head of Inclusion and Diversity, BlackRock

    Jonathan McBride, Managing Director, is the Global Head of Inclusion and Diversity and also a member of the firm’s Global Operating Committee. Prior to joining BlackRock, Mr. McBride served as Director of the Presidential Personnel Office in the White House, a role he was appointed to in July 2013. He joined the administration as a Special Assistant to the President and the Deputy Director of the Presidential Personnel Office in August, 2009. In February, 2012 he was promoted to be a Deputy Assistant to the President. Prior to serving in the White House, Mr. McBride was the Chief Strategy Officer with Universum, a global Employer Branding company, and served as the company’s most senior consultant to companies and agencies looking to attract and recruit top talent. In 2000, Mr. McBride co-founded Jungle Media Group. Jungle’s magazines, websites, and live events served a variety of audiences including MBAs, JDs, college students, African American young professionals, and Hispanic young professionals. The content focused on the career lifestyle and informed its readers about how to best navigate current and future career moves. Mr. McBride also worked for Goldman Sachs from 1997 to 2000 and U.S. Senator Herb Kohl from 1992 to 1995.

  • Amy M. McCarthy

    Key Account Vice President, Prudential Retirement

    Amy M. McCarthy, believes that her experience, comprehensive knowledge of the retirement industry, reliability, and passion for the business are essential for effective account management. She excels at client-facing undertakings, including meetings, presentations, and plan design consulting. Conferring with clients and their advisors to design an optimal plan to create employee loyalty and assist their employees in saving for a secure retirement is what is most important to her. Amy entered the financial services industry in 1995, joining Prudential in 1998. She has a B.A. in business administration with an emphasis in finance from Clarke College. Amy is a Series 7 registered representative and holds life and health Insurance licenses.

  • Steve Mindy

    Partner, Katten Muchin Rosenman LLP

    Steven Mindy is a partner in the Washington, D.C. office of Katten Muchin Rosenman LLP.  He works extensively on issues related to group health plans and insurance, wellness programs, health savings accounts (HSAs), flexible spending accounts (FSAs) and transportation fringe benefits, including the laws applicable to plans and their service providers when using new technology like mobile devices, apps and wearables.  Steven also has deep experience with ERISA’s plan-asset rules, trust requirements and prohibited transaction exemptions. He advises on issues related to multiple employer welfare arrangements (MEWAs), voluntary employees’ beneficiary associations (VEBAs), and union multiemployer plans. He also has a niche practice counseling financial institutions, insurance companies and nonbank trustees on HSA matters.

  • Una Morabito

    Senior Vice President, Head of Mid & Institutional Client Management, Workplace Solutions, MassMutual

    Una is a Senior Vice President of  MassMutual Financial Group and Head of Institutional Markets and Worksite Client Management within MassMutual WorkPlace Solutions. In her role, Una has accountability for the lifecycle of the customer experience leading the new business, account and relationship management teams.  Una is responsible for ensuring high levels of satisfaction and retention driven by superior strategic and tactical execution.  Una and her teams are focused on plan installations and ongoing plan management for retirement and voluntary benefits with an emphasis on delivering consultative solutions to ensure that we are helping plan participants with their overall financial wellness before and at retirement. Una joined MassMutual in 1996 and has spent her career in the Retirement Plan arena with over 27 years of industry experience.  Una has held several roles at MassMutual, all client facing, and has been recognized for her leadership and passion centered on constantly elevating the customer’s experience at MassMutual. Una holds a Bachelor of Arts Degree in European Studies from the University of Limerick in Ireland. She also holds FINRA Series 6, 7, 24 & 63 registrations, and is a Retirement Plans Associate of the International Foundation for Employee Benefit Plans.  She is also a member of the Board of Advisors for Loyalty360. Una lives in East Longmeadow, MA with her husband Lou, and two children Leah and Louie.

  • Kevin Murphy

    Senior Vice President and Head of the Defined Contribution Strategic Accounts team U.S., Franklin Templeton Investment

    Kevin Murphy is a senior vice president and Head of the Defined Contribution Strategic Accounts team for Franklin Templeton’s US Investment-Only division. He is responsible for directing and expanding sales of mutual funds and sub-advised portfolio products in employer-sponsored retirement plans. In addition to leading the team of Strategic Account Managers, his primary focus is on mid-market advisory firms with a national footprint, and serves as the primary liaison with these firms at their home offices. Mr. Murphy also leads the firm’s Health Savings Account (HSA) initiative. Mr. Murphy’s primary objective is to help more Americans achieve optimal retirement outcomes. He approaches this by offering thought leadership in retirement plan services and investments and working diligently as a key business partner to retirement plan advisory firms, consultants and retirement plan sponsors. His expertise spans qualified plans, investments, current industry trends and Franklin Templeton products and services. Mr. Murphy began his career in the financial services industry in 1999 and joined Franklin Templeton Investments in 2011. Prior to that, he was a regional vice president on Columbia Management’s Defined Contribution Investment Only team. He also served as vice president and regional sales director of corporate retirement plans at Wachovia Retirement Services. Mr. Murphy holds a B.Sc. in Agriculture from the University of Delaware. He was selected by National Association of Plan Advisors (NAPA) for its list of the Top 100 Defined Contribution Wholesalers in the industry in 2014, 2015, 2016 and 2017. Among his sales accolades, Mr. Murphy was named Franklin Templeton’s Investment-Only Specialist of the year in 2012 and 2014. Kevin, his wife Shannon and their four children reside in Kinnelon, NJ. He is a FINRA registered representative.

  • Nick Nefouse

    Managing Director, BlackRock

    Managing Director, is a member of the US & Canada Defined Contribution Group. He is the Co-Head of the LifePath franchise and heads the DC Investment Strategy team. Mr. Nefouse has spent the majority of his career in product strategy roles where he was responsible for developing strategic product plans and the positioning of products both internally and externally. These roles included the Lead Product Strategist for the Global Emerging Markets team, the Senior Investment Strategist in the Alpha Strategies group, the Lead Product Strategist on the London-based Global Equity team and a Product Specialist for the BlackRock Global Allocation team. Mr. Nefouse’s service with the firm dates back to 2003, including his years with Merrill Lynch Investment Managers, which merged with BlackRock in 2006. At MLIM, he worked as a product specialist and began his career on the US Retail sales desk in Princeton, NJ. Mr. Nefouse earned a BA degree in economics from Michigan State University in 2003 and is a board member on the Financial Markets Institute at Michigan State University. He is a CFA charter holder.

  • Kelley M. Palmer

    Marketing Director, Retirement Optimization, John Hancock Retirement Plan Services

    Based in Boston, Massachusetts, Kelley Palmer, Marketing Director in Retirement Optimization, is responsible for developing new participant solution strategies and improving the retirement readiness of all John Hancock Retirement Plan Services participants. John Hancock Retirement Plan Services is a major retirement plan provider serving businesses of all sizes, from entrepreneurial companies just starting a plan for the first time to some of the largest organizations in the country that require total retirement outsourcing services. Kelley has acquired more than 20 years’ experience in marketing and over 10 years’ experience in the financial services industry. Prior to joining John Hancock, Kelley was with Commonwealth Financial Network and Financial Engines from 2011 to 2015 as Senior Communications Manager.
    Kelley earned an MBA from Simmons School of Management as well as a BA in Psychology from Wheaton College.

  • Elaine Parham

    Sr. Manager, Compensation & Retirement, Southwest Airlines

    Elaine Parham is Sr. Manager of People for Southwest Airlines and is responsible for the strategy and implementation of comprehensive Total Rewards for nearly 60,000 Employees.  Southwest Airlines offers two qualified and four non-qualified plans with more than $12 billion in assets.  At Southwest Airlines, the focus is always on its People, making sure they are recognized and rewarded for working hard, serving others and having fun.  This approach to business has provided for an unprecedented run of 45 consecutive years of contributions to the Employees’ Profit Sharing plan. Elaine enjoys the privilege of designing strategies and executing the delivery of a retirement program that meets a broad spectrum of Employee needs.

  • Beth Pattillo

    Director for Retirement Programs, Leidos, Inc

    Beth Pattillo has an accomplished background with both defined benefit and defined contribution plans, working with a major utility company and defense contractor, prior to joining Leidos, Inc. in 2015. As the Director for Retirement Programs at Leidos, Beth has oversight for the administration of the retirement plan for over 45,000 participants with assets over $7.3B.  Beth has worked extensively with mergers and acquisition projects, striving to integrate, harmonize and manage multiple retirement programs, including bargained plans.  Beth is a strong proponent for seeking financial solutions that meet the needs of the participants, to and through retirement.  As an active member with the T. Rowe Price Defined Contribution Client Advisory Board, the Council on Employee Benefits, the American Benefits Council, and several forums through consultants, Beth continues to challenge trends and look for opportunities to incorporate within the organization.  Beth holds a Bachelor’s of Science degree from North Carolina State University, and is a Certified Professional in Human Resources (SHRM-CP) through the Society for Human Resource Management, and as a Professional in Human Resources (PHR) through the HR Certification Institute.

  • Daniel J. Peluse

    Director of Retirement Benefits, Wintrust Retirement Benefit Advisors

    Daniel J. Peluse joined Wintrust in 2013 as Director of Retirement Benefits and has been working in the financial services industry since 2001. He began his career at Morgan Stanley Smith Barney, where he specialized in retirement plans—specifically in the areas of Defined Contribution and Defined Benefit plans. Dan has been recognized for multiple honors by PLANSPONSOR Magazine, including being named a finalist for ‘Retirement Plan Adviser of the Year’ (2014, 2015, 2016, 2017 & 2019), one of five finalists for ‘Retirement Plan Adviser Team of the Year’ (2011), as well as one of their ‘Top 100 Advisers’ from 2010-2019. Dan graduated from Elmhurst College with a degree in Finance and has earned the designation of Certified 401(k) Professional (C(k)P) from The Retirement Advisor University and the Anderson School of Management at UCLA, Chartered Retirement Plan Specialist (CRPS) from the College of Financial Planning, Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors, Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies, and Certified Behavioral Finance (CBFA) Analyst through Allianz Investments and Professor Shlomo Benartzi of the Anderson School of Management at UCLA. Dan most recently has attained the Certified Health Savings Advisor (CHSA) designation as well.  Dan holds FINRA Series 7, 63, and 65 Licenses, as well as Life and Health Insurance Licenses. Dan resides in New Buffalo, MI with his wife Ashley.

  • Brandon Radach

    Managing Director Midwest DCIO, John Hancock's Investment

    Brandon Radach is Managing Director for John Hancock’s Investment Only Division covering the Midwest.  Brandon’s focus is working with retirement plan advisors providing them with unique positioning and prospecting ideas.  Along with that, he enjoys discussing the finals meeting environment and key points on winning more business.  This includes follow-up, personal positioning and question asking. Brandon has been a registered representative of John Hancock Investments since 2003 where he began working with the group annuity division before moving to the DCIO market.  Recently, he obtained the Certified Investment Management Analyst ® (CIMA®) designation.  Originally from Iowa, Brandon moved to Chicago in 1997 after graduating from Loras College in Dubuque, Iowa.  He is married to Gretchen and they have a 7-year-old named Max Frederick and a 5-year-old named Roman.  All four are Chicago Bears and Iowa Hawkeye fans.

  • Joseph Ready

    Executive Vice President, Director, Wells Fargo Institutional Retirement and Trust

    Joe Ready is executive vice president and director of Wells Fargo Institutional Retirement and Trust. In this role, Joe has responsibility for products and services for more than 5,400 employer-sponsored retirement plans and custody accounts with 4 million employees representing almost $800 billion in assets, supported by more than 2,200 team members with a mission to help America’s diverse workforce prepare for a better retirement. Joe has more than 30 years of leadership experience the financial services industry, including relationship management, sales, investments, trust administration, operations and systems. He has served in a variety of leadership roles in the institutional retirement and investment areas including the mutual funds business, defined contribution, pension and employee benefits, and the institutional custody division. He earned a bachelor’s degree from Franklin and Marshall College. Joe is active in the retirement industry as a speaker and has appeared on Fox Business News, CNBC, Reuters, and has been quoted in various publications such as The Wall Street Journal, Fortune, Pensions & Investments, Investment News, The Street, PLANSPONSOR, 401kWire, and The Washington Post. He also participates in several executive industry trade groups and boards. He currently is C0-Chair of the Wells Fargo Bank N.A. Trust Committee and is an active Governing Board Member of The SPARK Institute, Inc. Joe previously served as the President of SPARK Institute, Inc. from March 2014 to June 2017. Joe was also previously a board member of BPS & M, LLC, a benefit consulting actuarial firm that is now owned by Findley & Davies. Joe volunteers in the Charlotte, N.C. area with various charitable functions. He previously served as a board member on the College of Charleston Parent Advisory Council and chaired the Charlotte Catholic Foundation. Over the last several years, Joe has been named one of the 401(k) industry’s top 100 most influential people by 401(k)Wire.

  • Kevin Robertson

    Senior Vice President and Chief Revenue Officer, HSA Bank

    Kevin Robertson serves as Senior Vice President and Chief Revenue Officer, where he is responsible for leading the growth strategy and organization at HSA Bank. Kevin has worked for HSA bank for five years, and has more than 20 years of experience in banking, insurance, and financial services. Under his leadership, Kevin helped HSA Bank surpass more than $5 billion in assets and 2 million members by 2016. His background covers a variety of sales, business development, and operational roles, and spans a diverse spectrum of employee benefits, insurance, and retirement products and services. In addition to his tenure as a banking executive, Kevin was also a self-employed business owner for 12 years, managing a large insurance operation with more than 25 separate agency locations, and was a Financial Industry Regulatory Authority (FINRA) Registered Representative and Principal for eight years. Kevin is a well-known figure in the consumer-directed healthcare industry, especially for his legislative and regulatory efforts as Compliance Committee Chairman of the American Bankers Association HSA Council. He earned his bachelor’s degree from Marquette University.

  • Brent Sheppard

    Partner, Financial Advisor, Candence Financial Management

    Brent has earned recognition as a Chartered Retirement Plans Specialist®, Retirement Income Certified Professional®, Accredited Investment Fiduciary® and is a member of the National Association of Plan Advisors. What he is most proud of is seeing his clients, their organizations, and their employees achieving their financial goals. Brent has been named Top 401 Retirement Advisor by the Financial Times.  A graduate of the University of Delaware with his 7, 63, and 66 securities licenses, Brent resides in Philadelphia with his wife and son. He stays active by competing in triathlons and enjoys volunteering with local non-profit organizations.

  • Robin M. Solomon

    Partner, Ivins, Phillips & Barker

    Robin helps employers successfully design and administer retirement plans, health & welfare benefits, and executive compensation arrangements. She has more than 20 years of experience developing practical solutions to complex employee benefit problems. Clients value Robin as a “business-minded” and practical leader, who can manage large projects on a tight deadline. Robin advises Fortune 500 publicly-traded companies, closely held businesses, and tax-exempt organizations on a broad range of benefit and compensation issues. She has extensive experience with the design and administration of tax-qualified pension and 401(k) plans, and she routinely advises plan benefit committees on their fiduciary obligations. Robin possesses a particular aptitude for counseling clients on workforce and benefits integration following an acquisition, and she is experienced with the unique problems faced by large controlled groups. In addition to her practice, she is an adjunct professor at Georgetown University Law Center, where she teaches Retirement Plan Qualification Requirements.

  • Peter Swisher

    Senior Vice President and National Practice Leader, Pentegra Retirement Services

    Pete is Senior Vice President and National Practice Leader for Pentegra Retirement Services and is known nationally for his work on retirement plan governance. He is a prolific writer and speaker for the financial community and was the founding Chair of NAPA’s government affairs committee. In 1988 he graduated with a degree in Linguistics from the University of Virginia, where he was selected for the prestigious Echols Scholar Program. He served in the first Gulf War as Executive Officer of a U.S. Marine infantry company. He lives with his family in the horse country of Central Kentucky.

  • Attila Toth

    Partner, Co-Founder, Portfolio Evaluations, Inc.

    Attila is a Partner and Co-Founder of Portfolio Evaluations, Inc. He has over 26 years of consulting experience working with a broad range of clients. Attila’s responsibility is advising retirement plan committees of participant and trustee directed plans on all phases of their fiduciary responsibility. Attila is a member of the senior management team, which oversees the firm’s strategic initiatives.  In 2004, Plan Sponsor Magazine awarded Attila the Most Successful Retirement Plan Advisor in the Mid-Atlantic.  In 2010, Attila was once again nominated for PLANSPONSOR’s Retirement Plan Advisor of the Year. In 2008 and 2009, 401kwire recognized Attila as one of the 300 most influential advisors in defined contribution. In 2010, Attila spearheaded the implementation of a program directed to teach elementary school children the importance of fiscal responsibility and saving at an early age. He is a current member of the Saint Joseph’s School Educational Council where he continues these efforts. Attila is also active in PEI’s outreach activities. In 2013 and 2014, Attila was featured in PLANADVISER’s list of Top 100 Retirement Plan Advisers. This list consists of advisers and adviser teams competing for the annual PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year Awards. Attila earned a BS in Business Administration from Saint Francis University.  Attila is a member of the Profit Sharing Council of America and the Society for Human Resource Management.

  • Marta Turba

    Content Director, WorldatWork

    Marta Turba is a Content Director for WorldatWork and a subject matter expert on Total Rewards strategy. In her role, Marta collaborates with Total Rewards experts globally to identify emerging trends and address challenges in the profession. She develops content for WorldatWork’s members to advance their professional growth – via education and certification programs, thought leadership, research, advocacy, and idea exchange. Prior to joining WorldatWork, Marta’s 25+ years as an HR professional included executive positions in a variety of industries including technology, professional services, financial services and healthcare.  As a Total Rewards leader, she has guided strategies to maximize the impact broad-based compensation, benefits, executive compensation, sales compensation, and work-life programs have on business performance. Marta is committed to developing current and aspiring Total Rewards practitioners, and is an instructor for the University of Wisconsin Milwaukee’s Masters in Human Resources and Labor Relations program. She is also a mentor for Marquette University’s Instructor Practice Management group, helping design ways to bring hands-on experience to the classroom. Marta has a B.S. in Public Policy and Administration and a Masters in HR and Labor Relations from the University of Wisconsin.

  • Rachel Weker

    Products and Platforms Vice President , T. Rowe Price Retirement Plan Services, Inc.

    Rachel Weker is a vice president of T. Rowe Price Retirement Plan Services, Inc. As a senior manager in Products and Platforms, she is responsible for the financial wellness and retirement income solutions strategy. Prior to this role, she worked in Product and Marketing and was responsible for market-driven innovation and emerging products and services. She has also worked in Product Development and was responsible for multiple development strategies, including automated solutions, statements and personalization, advice and guidance, participant Web and mobile experience, and production on-demand solutions. Prior to joining the firm in 1998, Rachel was an assistant vice president at Boatmen’s Trust Company. She earned a B.S. in finance from the University of Illinois. Rachel is a Series 7 and 63 registered representative.

  • Chris Wellons

    Vice President of Manufacturing, Taylor Guitars

    As the Vice President of Manufacturing at Taylor Guitars, Chris Wellons utilizes his 27 years of manufacturing experience to lead the acoustic and electric guitar maker in its annual production and international distribution of 190,000 guitars. In his role, Mr. Wellons oversees a 700-person team of production managers and staff at the company’s manufacturing facilities in El Cajon, California and in Tecate, Mexico, and retains responsibility for all issues related to bi-national manufacturing and guitar repair. He is also instrumental in the company’s implementation of LEAN process management in its factories and shipping warehouses. Through his leadership, Mr. Wellons serves as a member of the company’s Executive team, 401(k) Committee, Compensation and Benefits Committee. After discovering his talent for woodworking in his high school shop class, Mr. Wellons joined Taylor Guitars in 1992, initially building miscellaneous items to support the burgeoning manufacturer. His talent as a craftsman was recognized, and Mr. Wellons joined Taylor’s Milling Department, learning all aspects of guitar manufacturing, and leading him to his current role.

Sponsorship Information

Katie Bacon | 203-595-3184 |

General Information

Carol Popkins | 203-461-0985 |