Best of PSNC 2016

PLANSPONSOR Welcome Remarks

Upfront: A look at retirement plan industry trends and news affecting plan sponsors and advisers
Presenter:
Alison Cooke Mintzer, Global Editor in Chief, PLANSPONSOR

Session
Best Practices in Participant Engagement and Education
Automation of retirement plans has been a way for plan sponsors to create positive outcomes for participants in spite of their inertia. But regardless of any plan sponsor’s best efforts in plan design, it still requires a participant to get involved with retirement saving to help him truly see his income picture. Developing and delivering an effective communication and education program can make a world of difference in ensuring successful retirement outcomes. Panelists discuss what works, and what doesn’t, in participant communication programs.

Moderator
Alison Cooke Mintzer, Global Editor in Chief,  PLANSPONSOR

Panelists
Michael Doshier, Vice President, Retirement Marketing,  Franklin Templeton Investments
Blake Thibault, Managing Director,  Heffernan Retirement Services

Power Your Business With Financial Wellness (sponsored by T. Rowe Price)
Financial wellness has gone from buzzword to essential business element for employers and the retirement plan advisers who work with them. This program will allow you to add value through the lens of financial wellness and can help differentiate your business or organization.
Presenter: Brad Vaughan, Regional Sales Consultant, DCIO, T. Rowe Price

Session
Lessons Learned from Litigation
Recent retirement plan lawsuits focused on questionable investments options, high fees, plan administration challenges and conflicts of interest have led plan sponsors and their advisers to reexamine their processes to ensure they are running a compliant plan. Panelists discuss what the accusations and decisions in cases have meant and steps you can take to ensure the next suit isn’t yours.

Panelists
R. Bradford Huss, Director,  Trucker Huss APC
Samuel Henson, VP – Director of Legal & Regulatory Affairs,  Lockton Retirement Services

Session
Rethinking the Investment Menu
Collective investment trusts, white labeling, smaller fund menus, and brokerage windows. What new products, features and strategies will help ensure your participants retire with more money? We’ll cover the latest in investment menu management.

Moderator
Kristina P. Keck, Vice President, Retirement Plan Services,  Woodruff-Sawyer & Co.

Panelists
Sean Murray, Head of Advisor Sold and Platform Distribution,  BlackRock US & Canada Defined Contribution
Robert Boyda, Head of Global Asset Allocation and Senior Portfolio Manager,  John Hancock Asset Management

Close of Best of PSNC

Upfront: A look at retirement plan industry trends and news affecting plan sponsors and advisers
Presenter:
Alison Cooke Mintzer, Global Editor in Chief, PLANSPONSOR

Session
Best Practices in Participant Engagement and Education
Automation of retirement plans has been a way for plan sponsors to create positive outcomes for participants in spite of their inertia. But regardless of any plan sponsor’s best efforts in plan design, it still requires a participant to get involved with retirement saving to help him truly see his income picture. Developing and delivering an effective communication and education program can make a world of difference in ensuring successful retirement outcomes. Panelists discuss what works, and what doesn’t, in participant communication programs.

Moderator
Alison Cooke Mintzer, Global Editor in Chief,  PLANSPONSOR

Panelists
Tom Waters, Senior DCIO Institutional Strategist,  Franklin Templeton Investments
Stace Hilbrant, Managing Director,  401k Advisors, LLC

Power Your Business With Financial Wellness  (sponsored by T. Rowe Price)
Financial wellness has gone from buzzword to essential business element for employers and the retirement plan advisers who work with them. This program will allow you to add value through the lens of financial wellness and can help differentiate your business or organization.
Presenter: Eric Milano, Regional Sales Consultant, DCIO, T. Rowe Price

Session
Lessons Learned from Litigation
Recent retirement plan lawsuits focused on questionable investments options, high fees, plan administration challenges and conflicts of interest have led plan sponsors and their advisers to reexamine their processes to ensure they are running a compliant plan. Panelists discuss what the accusations and decisions in cases have meant and steps you can take to ensure the next suit isn’t yours.

Moderator
L. Rita Fiumara, Senior Vice President– Investments, Senior Retirement Plan Consultant,  UBS Financial Services, Inc.

Panelists
Anne S. Becker, Partner,  McDermott Will & Emery LLP
Samuel Henson, VP – Director of Legal & Regulatory Affairs,  Lockton Retirement Services

Session
Rethinking the Investment Menu
Collective investment trusts, white labeling, smaller fund menus, and brokerage windows. What new products, features and strategies will help ensure your participants retire with more money? We’ll cover the latest in investment menu management.

Moderator
Chris Karam, Chief Investment Officer,  Sheridan Road Financial, LLC

Panelists
Sean Murray, Head of Advisor Sold and Platform Distribution,  BlackRock US & Canada Defined Contribution
Robert Boyda, Head of Global Asset Allocation and Senior Portfolio Manager,  John Hancock Asset Management

Close of Best of PSNC

Networking Breakfast

PLANSPONSOR Welcome Remarks

Upfront: A look at retirement plan industry trends and news affecting plan sponsors and advisers
Presenter:
Alison Cooke Mintzer, Global Editor in Chief, PLANSPONSOR

Session
Best Practices in Participant Engagement and Education
Automation of retirement plans has been a way for plan sponsors to create positive outcomes for participants in spite of their inertia. But regardless of any plan sponsor’s best efforts in plan design, it still requires a participant to get involved with retirement saving to help him truly see his income picture. Developing and delivering an effective communication and education program can make a world of difference in ensuring successful retirement outcomes. Panelists discuss what works, and what doesn’t, in participant communication programs.

Moderator
Alison Cooke Mintzer, Global Editor in Chief,  PLANSPONSOR

Panelists
Drew Carrington, Senior Vice President, Head of Institutional DCIO,  Franklin Templeton Investments
Emily Wrightson, Consultant,  Cammack Retirement Group

Power Your Business With Financial Wellness (sponsored by T. Rowe Price)
Financial wellness has gone from buzzword to essential business element for employers and the retirement plan advisers who work with them. This program will allow you to add value through the lens of financial wellness and can help differentiate your business or organization.
Presenter: Jon Wilkinson, Regional Sales Consultant, DCIO, T. Rowe Price

Session
Lessons Learned from Litigation
Recent retirement plan lawsuits focused on questionable investments options, high fees, plan administration challenges and conflicts of interest have led plan sponsors and their advisers to reexamine their processes to ensure they are running a compliant plan. Panelists discuss what the accusations and decisions in cases have meant and steps you can take to ensure the next suit isn’t yours.

Moderator
Phil Fiore, Jr., Senior Retirement Plan Consultant, Senior Vice President,  The FDG Group – UBS Financial Services

Panelists
Emily Costin, Senior Associate,  ALSTON & BIRD, LLP
Benjamin L. Grosz, Tax & ERISA Attorney,  Ivins, Phillips & Barker

Session
Rethinking the Investment Menu
Collective investment trusts, white labeling, smaller fund menus, and brokerage windows. What new products, features and strategies will help ensure your participants retire with more money? We’ll cover the latest in investment menu management.

Moderator
Barbara J. Delaney, Principal,  StoneStreet Advisor Group

Panelists
Nick Nefouse, Head of Investment & Product Strategy,  BlackRock US & Canada Defined Contribution
Robert Boyda, Head of Global Asset Allocation and Senior Portfolio Manager,  John Hancock Asset Management

Close of Best of PSNC