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Event Date | Sun Oct 17 EDT - Wed Oct 20 EDT (over 3 years ago) |
Location |
Gaylord National Resort & Convention Center
201 Waterfront St, National Harbor, MD 20745, USA |
Region | Americas |
Preliminary schedule as of May 2021. Times and topics subject to change. Stay tuned for the full agenda!
Anchored by keynote sessions featuring some of the top industry thought leaders, workshops are divided by four tracks so you can choose content most relevant to you!
Administration: Designed for plan administrators with a focus on issues critical to their profession. Roundtable sessions facilitated by industry experts allow for engaged learning and peer-to-peer interaction. And, with two plan administration workshops offered in each time slot, you have plenty of options.
Business Owners and Managers: Designed to increase your firm’s efficiency and improve your overall business operations. TPA business owners, managers and team leaders share ideas during peer-to-peer roundtables.
Defined Benefit: Designed for actuaries and DB professionals, this track covers issues faced daily, such as plan documents and restatements, PBGC reporting requirements and terminations, creative plan designs, and cash balance plans. Also, look for sessions where you can discuss solutions to thorny problems with industry experts and peers.
Recordkeepers & Recordkeeping Partners: Designed to provide best practices, tips and tricks, as well as industry trends and future projections from experienced recordkeepers representing companies large and small. These sessions will also be relevant to business owners and managers
2021 Speakers
David Schultz, JD, APM, Product Manager, FIS
Cecilee M. Young
Owner/Partner, Atlantic Pension Services
Robert M. Kaplan, CFP, CPC, QPA, QKC, QKA
Director of Technical Education, American Retirement Association
Justin Bonestroo, MSEA, CPC, CPFA
Senior Vice President, CBIZ Retirement Plan Solutions
Derek Feldhahn, EA, MSEA
Owner, Sunwest Actuarial Services, LLC
Michael Z. Eaton, MSEA, CPC, QPA, QKA
Future Plan
Angela Vadnais, MSEA
Enrolled Actuary, Pension Benefits Unlimited, Inc.
Amanda R. Iverson, APM, COO
Pinnacle Plan Design, LLC
Natalie R. E. Wyatt, QKA, QPFC
Senior Account Executive, SS&C-Innovest
Linda Kurz
Transamerica Retirement Solutions
John T. Webb, ERPA, QKA, QPA, TGPC, 2VP
Retirement Plans | Compliance, Consulting, and Plan Services, Ameritas Life Insurance Corporation
Craig P. Hoffman, Esq, APM
Counsel, Nova 401(k) Associates
Travis P. Jack, QKA
Managing Member, Metz & Associates PLLC
Erin D. Patton, ERPA, CPC, QPA, QKA
Retirement Plan Consultant and Administrator, Striegel Knobloch & Company, L.L.C
Kevin J. Donovan, FSEA
President, Pinnacle Plan Design, LLC
Kurt F. Piper, FSEA
Owner & Chief Actuary, Piper Pension & Profit Sharing
Mary Ann Rocco, EA
Owner, Mary Ann Rocco, EA Consulting Actuary
Kenneth Marblestone, J.D.
Co-Managing Member, The MandMarblestone Group, LLC
Adam C. Pozek, ERPA, QPA, QKC, QKA
Partner/CFO, DWC – The 401(k) Experts
Brian Furgala, Esq., CPC, QPA
Director of ERISA Services, Wolters Kluwer/ftwilliam.com
Wesley T. Stohler, CPC, QPA, QKC, QKA
President, Associated Benefit Planners, Ltd.
Kelsey N.H. Mayo, J.D.
Lead Partner, Employee Benefits, Poyner Spruill LLP
Lynn M. Young, MSEA
Partner, Pinnacle Plan Design
Ilene H. Ferenczy, Esq., CPC
Managing Partner, Ferenczy Benefits Law Center
Matthew Rustige, MSEA
Actuary, Summit Benefit & Actuarial Services, Inc
Megan Crawford, ERPA, QPA
Partner, Williams Benefit Consulting, LLC
Kirsten Curry, APM
Founder and CEO, Leading Retirement Solutions
Vincent Garzarella
Vice President, Mid-Large Markets, Lincoln Financial
Brian H. Graff, Esq., APM
Chief Executive Officer, American Retirement Association
Will Hansen
Chief Government Affairs Officer, American Retirement Association
Kelsey Mayo
Director of Regulatory Affairs, American Retirement Association
Andrew Remo
Director of Legislative Affairs, American Retirement Association
Claire P. Rowland, Esq., QPA, QKA
Associate, Morgan, Lewis & Bockius LLP
Karen Smith, MSEA
President, Nova 401(k) Associates
Andrew Behnke, MSEA
Senior Actuary, Midwest Pension Actuaries, Inc.
Genelle M. Brakefield, QKA, TGPC, QPFC
Vice President, Ekon Benefits
Thomas F. Zych
Partner, Thompson Hine LLP
Ekaterina “Katie” Sheliga, MBA, AIF®, CPFA®
Institutional Sales Director, The Standard
Stephen W. Forbes, J.D.
President, Forbes Retirement Plan Consulting
Melissa Terito
Partner, Sentinel Pension
Alex Petrenko Calaf, QPA, QKA, QKC
SVP, Retirement Plan Consulting, Cetera Financial Group
David J. Kupstas, FSA, MSEA
Chief Actuary, Actuarial Consulting Group, Inc.
Shannon M. Edwards, QPA, QKC, QKA, CPFA
President, TriStar Pension Consulting
Derrin Watson, APM
Of Counsel, Ferenczy Benefit Law Center
John P. Griffin
Principal, Actuarial Systems Corporation
Lawrence Deutsch, FSEA
President, Larry Deutsch Enterprises
Joseph A. Nichols, MSEA
Actuary, DWC – The 401(k) Experts
Maura K. Lamb, QPA
Director, DST Retirement Solutions
Miriam G. Matrangola, Esq, QPA, QKA
President, Atlantic Pension Services, Inc.
Amy Ouellette, CFP®, QPA, QKC, QKA, CPFA, TGPC
VP, Retirement Services, Vestwell
Jennifer Swets, QPA, QKC, QKA
Partner / Retirement Plan Consultant, DWC – The 401(k) Experts
Wayne McClain III, J.D.
Managing Director, Associate General Counsel, TIAA
JJ McKinney, CPC, QPA, QKA
Director of Sales, EGPS
Valerie M. Lopez, FSA, MSEA
Chief Actuary, Vice President, ASC
Virginia C. Wentz, FSEA, CPC
Director of Actuarial Services, The MandMarblestone Group, LLC
Kizzy M. Gaul, Esq., CPC, QPA, QKA, TGPC
ERISA Attorney, Ascensus
Robert M. Richter, J.D.
Retirement Education Counsel, American Retirement Association
James Holland
Chief Research Actuary, Cheiron, Inc.
Meredith J. Sesser
Attorney, Meredith J. Sesser, A PLC
Charles Brown, MSEA, EA, QPA, QKA
Consulting Associate Director, Wolters Kluwer Law and Business
Wendy Shaw
Vice President, Retirement Solutions Operations, Nationwide
Steve Riordan, CPC, QPA, QKA
Director, Plan Consulting, Fidelity Investments
Frank Porter, QKA, QPA
Relationship Manager – Large Mega NFP Market Segment, Empower Retirement
Maggie Younis, CPC, QPA, QKA, TGPC
National Director, Consultant Relations, Lincoln Financial Group
Allison Wielobob
General Counsel, American Retirement Association / Executive Director, ASEA
Lyndsey R. Barnett
Graydon Head & Ritchey, LLP
Dagmar Nikles, CFA, CAIA, FRM
Managing Director, BlackRock
Lyndsey R Barnett
Graydon Head & Ritchey, LLP
2021 Sponsors
PLATINUM SPONSORS:
• John Hancock
• The Standard
• Voya Financial
GOLD SPONSORS:
• Capital Group
• Empower Retirement
• Nationwide
• T.RowePrice
• Transamerica
SILVER SPONSORS:
• Colonial
• Enterprise Iron
• Lincoln Financial Group
• Pension Assurance
• Wolters Kluwer