First-Ever Virtual PANC Conference Offers Insights on Trends

February 28, 2011 ( – Earlier this month, PLANADVISER held its first-ever Virtual PLANADVISER National Conference.


Summaries of the sessions follow:

Top 10 Trends Impacting Workplace Retirement Plans in 2011

Laying it all out on the table, PLANSPONSOR and PLANADVISER’s Editor-in-Chief, Nevin E. Adams, opened the first Virtual PLANADVISER National Conference (VPANC) by outlining the top 10 trends most likely to impact the retirement industry this year.

The 5 Issues Your Clients Most Need Help With

Panelists at the Virtual PLANADVISER National Conference discussed ways advisers should reconnect with plan sponsors and sweep away some of the old cobwebs surrounding retirement plans.  Alfred Hammond, Institutional Consulting Director of Graystone Consulting (Morgan Stanley Smith Barney); Manuel Rosado, Vice President of Spectrum Investment Advisors; and Chad Wilson, Director of Investment Consulting for PSA Financial Advisors, were the panelists for this discussion and honed in on the following five topics.

The New Fiduciary: Why it matters – Even for “Old” Fiduciaries

With Washington causing quite a stir in proposing changes to the definition of fiduciary, the Virtual PLANADVISER National Conference brought together experts to discuss the realities of such a proposal.  Joining the conversation were Bradford Campbell, Counsel at Schiff Hardin LLP and former head of Employee Benefits Security Administration (EBSA); Jason Roberts, founder and CEO of Pension Resource Institute; and Roberta Ufford, Principal, Groom Law Group.

Retirement Income: Why You Should Care (and why your plan sponsor clients will).

For years, retirement education focused on the need to save; but as Baby Boomers are starting to reach retirement, they’ll have to turn that accumulation into a source of income.  At the end of an hour-long discussion about retirement income during the inaugural Virtual PLANADVISER National Conference, one of the panelists, Paul Powell, Managing Director, 401(k) Advisors, brought the conversation full circle by saying, “We’re only at the beginning.”  Powell was joined on the panel by Mark N. Fortier, Head of Product and Partner Strategy, AllianceBernstein Defined Contribution Investments, and Sherrie Grabot, CEO of GuidedChoice.