Best of PSNC 2017

Registration and Breakfast

Opening Remarks:
Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR

Regulatory/Litigation Update
What is happening as it relates to: litigation, fiduciary rule, and tax reform.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelists:
David Kaleda, Principal, Groom Law Group, Chartered 
Robin M. Solomon, Partner, Ivins, Phillips & Barker, Chartered

Best Practices in Plan Design
What plan sponsors should be considering as it relates to: the role of automatic plan features in improving outcomes; enhanced match structures; plan design to address departed and retired participants.
Moderator: Sam Valeo, Senior Vice President, Wealth Management,  Morgan Stanley
Panelist:
Terry Dunne, Senior Vice President, Managing Director, 
Millennium Trust Company
Michael Kozemchak, Managing Director, IIC

Refreshment Break

Innovative Fund Lineup Construction
We’ll cover the latest in investment menu management: Trends in offering target-date funds and managed accounts; new approaches to investment construction including the use of collective investment trusts; how plan sponsors are approaching white labeling and tiered menus.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelist:
Gabe Vincenzo, Portfolio Consultant, John Hancock Investments
Michael C. Ribich, Vice President
Senior Financial Advisor Retirement Benefits Consultant, Merrill Lynch

Financial Wellness
Financial wellness is an evolving best practice for participants, but plan sponsors have many questions. This session will address what financial wellness is: how it can be defined, how it can be delivered; and what plan sponsors should expect in terms of outcomes.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelists:
Nathan Voris, Managing Director, Strategy, Charles Schwab & Co., Inc. 
Dave de Tagyos, Director of Investments, Great Lakes, Strategic Retirement Partners

New Approaches to Participant Education and Communication
Although automatic plan features have been implemented in many plans, participant engagement is still important. Panelists will address: the role of targeted communication; ways to reach plan participants that aren’t at a traditional desk environment; and leveraging provider resources.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelists:
Sean C Bjork, President, Bjork Asset Management, Inc. 

Luncheon

Registration and Breakfast

Opening Remarks:
Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR

Regulatory/Litigation Update
What is happening as it relates to: litigation, fiduciary rule, and tax reform.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelists:
Emily Costin, Partner, Alston & Bird LLP
Roberta Casper Watson, Partner, The Wagner Law Group

Best Practices in Plan Design
What plan sponsors should be considering as it relates to: the role of automatic plan features in improving outcomes; enhanced match structures; plan design to address departed and retired participants.
Moderator: Mike Volo, Partner, Cammack
Retirement Group
Panelist:
Karin Stouffer, Senior Vice President, Senior Relationship Manager, Millennium Trust Company
Kerrie Casey, Retirement Plan Consultant, SageView Advisory

Refreshment Break

Innovative Fund Lineup Construction
We’ll cover the latest in investment menu management: Trends in offering target-date funds and managed accounts; new approaches to investment construction including the use of collective investment trusts; how plan sponsors are approaching white labeling and tiered menus
Moderator: Matthew P. McLaughlin, Senior Vice President | Senior
Institutional Consultant, Graystone Consulting Middlton
Panelists:
Tom Waters, Senior Institutional DC Strategist, Franklin Templeton Investments
Gabe Vincenzo, Portfolio Consultant, John Hancock Investments

Financial Wellness
Financial wellness is an evolving best practice for participants, but plan sponsors have many questions. This session will address what financial wellness is: how it can be defined, how it can be delivered; and what plan sponsors should expect in terms of outcomes.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelist:
Nathan Voris, Managing Director, Strategy, Charles Schwab & Co., Inc.
James F. Sampson, Director, Retirement Advisory Services, Hilb Group Retirement Services

Lucheon

Registration and Breakfast

Opening Remarks:
Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR

Regulatory/Litigation Update
What is happening as it relates to: litigation, fiduciary rule, and tax reform.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelists:
Emily Costin, Partner, Alston & Bird LLP
Jodi H. Epstein, Partner, Ivins, Phillips & Barker, Chartered

Best Practices in Plan Design
What plan sponsors should be considering as it relates to: the role of automatic plan features in improving outcomes; enhanced match structures; plan design to address departed and retired participants.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelist:
Terry Dunne, Senior Vice President, Managing Director,
Millennium Trust Company
Spencer A. Goldstein, Principal & CIO, Stone Street Equity LLC

Refreshment Break

Innovative Fund Lineup Construction
We’ll cover the latest in investment menu management: Trends in offering target-date funds and managed accounts; new approaches to investment construction including the use of collective investment trusts; how plan sponsors are approaching white labeling and tiered menus.
Moderator: Earle Allen, Partner, Cammack Retirement Group
Panelist:
Gabe Vincenzo, Portfolio Consultant, John Hancock Investments
Jonathan Wilkinson, Vice President – DCIO Sales Consultant,
T. Rowe Price Investment Services, Inc.

Financial Wellness
Financial wellness is an evolving best practice for participants, but plan sponsors have many questions. This session will address what financial wellness is: how it can be defined, how it can be delivered; and what plan sponsors should expect in terms of outcomes.
Moderator: Jania Stout, Practice Leader, Co-Founder, Fiduciary Plan Advisors
Panelist:
Nathan Voris, Managing Director, Strategy, Charles Schwab & Co., Inc.
Barbara Delaney, Principal, StoneStreet
Advisor Group

New Approaches to Participant Education and Communication
Although automatic plan features have been implemented in many plans, participant engagement is still important. Panelists will address: the role of targeted communication; ways to reach plan participants that aren’t at a traditional desk environment; and leveraging provider resources.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelists:
David Hinderstein, President, Strategic Retirement Group

Luncheon

Registration and Breakfast

Opening Remarks:
Judy Faust-Hartnett, Managing Editor,
PLANSPONSOR

Regulatory/Litigation Update
What is happening as it relates to: litigation, fiduciary rule, and tax reform.
Moderator: Judy Faust-Hartnett, Managing Editor, PLANSPONSOR
Panelists:
Stephen P. Wilkes, Partner, The Wagner Law Group

Best Practices in Plan Design
What plan sponsors should be considering as it relates to: the role of automatic plan features in improving outcomes; enhanced match structures; plan design to address departed and retired participants.
Moderator: Judy Faust-Hartnett, Managing Editor, PLANSPONSOR
Panelist:
Terry Dunne, Senior Vice President, Managing Director,
Millennium Trust Company
Conor Weir, Managing Director,RBG

Refreshment Break

Innovative Fund Lineup Construction
We’ll cover the latest in investment menu management: Trends in offering target-date funds and managed accounts; new approaches to investment construction including the use of collective investment trusts; how plan sponsors are approaching white labeling and tiered menus.
Moderator: Randy Long, Founder and Managing Principal, SageView Advisory
Panelists:
Mary Beth Glotzbach, Vice President, Institutional DCIO, 
Franklin Templeton Investments
Mike Stephens, Portfolio Consultant, John Hancock Investments

Financial Wellness
Financial wellness is an evolving best practice for participants, but plan sponsors have many questions. This session will address what financial wellness is: how it can be defined, how it can be delivered; and what plan sponsors should expect in terms of outcomes.
Moderator: Mark Davis, CAPTRUST Advisors
Panelist:
Nathan Voris, Managing Director, Strategy, Charles Schwab & Co., Inc.
Christopher G. Venuti, Senior Vice President, Wealth Management
Morgan Stanley, Graystone Consulting

Luncheon

Registration and Breakfast

Opening Remarks: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR

Regulatory/Litigation Update
What is happening as it relates to: litigation, fiduciary rule, and tax reform.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelists:
George Michael Gerstein, Counsel, Stradley Ronon Stevens & Young, LLP
Scott Liggett, JD, Director of ERISA Oversight, Prime Capital Investment Advisors

Best Practices in Plan Design
What plan sponsors should be considering as it relates to: the role of automatic plan features in improving outcomes; enhanced match structures; plan design to address departed and retired participants.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelist:
Terry Dunne, Senior Vice President, Managing Director,
Millennium Trust Company
Dan Peluse, Director of Retirement Plan Services, Wintrust Wealth Management

Refreshment Break

Innovative Fund Lineup Construction
We’ll cover the latest in investment menu management: Trends in offering target-date funds and managed accounts; new approaches to investment construction including the use of collective investment trusts; how plan sponsors are approaching white labeling and tiered menus.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelists:
Drew Carrington, Head of Institutional Defined Contribution-U.S., Franklin Templeton Investments
Mike Stephens, Portfolio Consultant, John Hancock Investments

Financial Wellness
Financial wellness is an evolving best practice for participants, but plan sponsors have many questions. This session will address what financial wellness is: how it can be defined, how it can be delivered; and what plan sponsors should expect in terms of outcomes.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelist:
Nathan Voris, Managing Director, Strategy, Charles Schwab & Co., Inc.
David Altimont, Senior Vice President, Lockton Dunning Benefits

New Approaches to Participant Education and Communication
Although automatic plan features have been implemented in many plans, participant engagement is still important. Panelists will address: the role of targeted communication; ways to reach plan participants that aren’t at a traditional desk environment; and leveraging provider resources.
Moderator: Alison Cooke Mintzer, Global Editor-in-Chief, PLANSPONSOR
Panelists:
Janet Ganong, Partner-Retirement Plan Consultant, The Keickhefer Group

Luncheon