ASPPA Annual 2021 | American Society of Pension Professionals & Actuaries (ASPPA) | 17 October 2021 | Gaylord National Resort & Convention Center, 201 Waterfront St, National Harbor, MD 20745, USA

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