Best of PSNC 2017

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Chicago

Boston

New York

Newport Beach

Dallas

Chicago / October 24, 2017

  1. -

    Registration and Breakfast

  2. -

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

  3. -

    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

  4. -

    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

  5. -

    Refreshment Break

  6. -

    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

  7. -

    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

  8. -

    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. 

  9. Luncheon

Boston / October 25, 2017

  1. -

    Registration and Breakfast

  2. -

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

  3. -

    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

  4. -

    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

  5. -

    Refreshment Break

  6. -

    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

  7. -

    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

  8. Lucheon

New York / October 26, 2017

  1. -

    Registration and Breakfast

  2. -

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

  3. -

    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

  4. -

    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

  5. -

    Refreshment Break

  6. -

    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.

  7. -

    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

  8. -

    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

  9. Luncheon

Newport Beach / November 1, 2017

  1. -

    Registration and Breakfast

  2. -

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

  3. -

    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

  4. -

    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

  5. -

    Refreshment Break

  6. -

    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

  7. -

    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

  8. Luncheon

Dallas / November 2, 2017

  1. -

    Registration and Breakfast

  2. -

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

  3. -

    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

  4. -

    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

  5. -

    Refreshment Break

  6. -

    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

  7. -

    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

  8. -

    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

  9. Luncheon

Sponsorship Information

Mike Garity | (617) 670-4710 |

General Information

Carol Popkins | (203) 595-3282 |