Venue
Caesars Palace
Caesars Palace, 3570 S Las Vegas Blvd, Las Vegas, NV 89109, USA

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Event Date Sun Oct 28 EDT - Tue Oct 30 EDT (about 3 years ago)
Location Caesars Palace
3570 S Las Vegas Blvd, Las Vegas, NV 89109, USA
Region Americas
Details

Excel 401(k) is an advisor-driven conference experience intentionally designed to cultivate lasting connections and valuable conversations. You'll walk away from each session with pertinent information, operative ideas, and actionable goals to grow your 401(k) practice. Enjoy professional learning in a format and environment evolved from the traditional industry conference experience.

Speakers

2018 Speakers:

Jim O'Shaughnessy
Managing Partner, Sheridan Road Financial

Jamie Greenleaf
General Partner/ Principal, Cafaro Greenleaf

Glenn A. Spencer
Chief Executive Officer, Prime Capital Investment Advisors

Warren Cormier
Executive Director, DCIIA Retirement Research Center

Pam Popp
President, Lockton Retirement Services

Rick Shoff
Managing Director, CAPTRUST

William Chetney
CEO/Founder, GRP Advisor Alliance

Vincent Morris
President, Resources Investment Advisors, Inc.

George Fraser
Managing Director, Retirement Benefits Group

Chad J. Larsen
President & CEO, MRP

Kristina Keck
Vice President - Retirement Plans, Woodruff Sawyer

Matthew Gnabasik
Founder and Managing Partner, Blue Prairie Group

Troy Hammond
President/CEO, Pensionmark Financial Group

Mary Caballero
Managing Partner, Impact Benefits & Retirement

Joe DeNoyior
Managing Partner, Washington Financial Group

Barbara Delaney
Founder and Principal, StoneStreet Renaissance

Michael M. Kane ChFC, AIFA, CPFA
Founder and Managing Director, Plan Sponsor Consultants

James Marshall
President, Spectrum Investment Advisors

Jeffrey Cullen
Managing Partner, Strategic Retirement Partners

Brett Shofner
President, Work Plan Retire

Charles Langowski
CEO/ Principal, Advanced Capital Group

Ty Parrish, CIMA
Managing Director, Blue Prairie Group

Jamie Linkowski
President, PRIMESolutions Advisors, LLC

David Stofer
Founder/ President, Mariner Retirement Advisors

Kim Shaw Elliott
President and ERISA Counsel, Plan Advisors, Independent Financial Partners

Marko Ungashick
CEO, Two West Advisors

Lisa Petronio, CPFA, RICP
Managing Director, Strategic Retirement Partners

Keith Gredys, JD, CTFA, AIF
CEO, Kidder Benefits Consultants, Inc.

Jon Anderson
Head of Retirement Plan Solutions, Cetera Financial Group

Adam Sokolic
Partner, Wise Rhino Group

Nathan Fisher
Managing Director, Fisher Investment

Brett henderson, CLU, CIMA, CRPS
President and Founder, Henderson Wealth Management

Jim McCormick, AIF, CPFA
401k Advisor, PMD Advisory

Scott White
Senior Manager, NestEgg U with INTRUST

Phillip Senderowitz, CFA, CFP
Managing Director, Strategic Retirement Partners

Alex Assaley
Managing Principal, AFS 401(k) Retirement Services

Vern Cushenbery, CFA, CPA
Chief Investment Officer, Two West

Melanie S. Dickinson, AIF, CPFA
401k Advisor, PMD Advisory

James Worrell, JD, PRP
Founder, Strategic Retirements Partners

Mark Tonelli, AIF
Managing Director, Sheridan Road Financial

Kristen Donovan
Manager & Retirement Advisor, Buckingham Asset Management

Mark Singer
President & Founder, Financial Literacy Toolbox

Pete Swisher
SVP National Slaes Director, Pentegra Retirement

Don Trone
CEO, 3ethos

Thomas E. Clark Jr.
Partner, The Wagner Law Group

Charmaine Hughes
SVP, Business Development, Transamerica

Taylor Hammons
Head of Retirement Plans, Kestra Financial

Jane Murphy
Fouder and Managing Director, Acceleration Retirement

Gene Huxhold
Senior Managing Director, John Hancock Investments

Fred Barstein
Founder & CEO, TRAU & TPMI

Rebecca Hourihan
Chief Markrtinng Officer, 401k Marketing LLC

Brent Hines
Executive Director, Foundation for Financial Wellness

Patrick Delaney
Retirement Insights, T. Rowe Price

Jonathan Young, AIF®, PPC
Senior National Accounts Manager, Capital Group, Home of the American Funds

Alan Gross
President, GSM Marketing

John Sullivan
Editor-in-Chief, 401(k) Specialist

Robyn Alcorta
Vice President, Defined Contribution, Dimensional Fund Advisors

Jeff Hemker, CIMA
National Sales Manager Retirement Division, Invesco Distributors, Inc.

Tony Fiore
Senior Vice President, Prudential

Missy Schoedel
VP Business Development, 401k Marketing LLC

Edward Dressel
President & Owner, Retire Ready Solutions

Steve Sansone, J.D.
National Sales Consultant, Kravitz, Inc.

Kurt Wedewer
Senior Executive Vice President, American Trust & Savings Bank

Scott Thomsen, CRPS, LUTCF
Nationala Accounts, Mutual Omaha

Sasha Cibrian
Business Development, 401k Marketing LLC

Scott Revare
Managing Director, Fi360

Vincent Vicidomini
Vice President, Business Development, Mesirow Financial

Tim Harkleroad,CRPS, AIF
DCIO Retirement Consultant, DWS Group

Craig Rosenthal
SVP, Advisor Sales & Service, Fiduciary Benchmarks

Karen Scheffler
Senior ERISA Counsel, AllianceBernstein

David Witz
Founder/CEO, PlanTools, LLC

Aaron Pottichen
Senior Vice President, Alliant Insurance Services

Greg Moerchen, AIF
Founder, QBOX Fi8duciary Solustions, LLC

Debbie Vince
Vice President , New York life Stable Value Investment, New York Life

Kevin Murphy
Senior Vice President, Head of Defined Contribution Strategic Accounts, Franklin Templeton Investments

Nancy Pilotte
VP, Client Portfolio Manager, American Century

Nate Lenz
President, I&A Consulting

Justin Witz
Chief Technology Officer, PlanTools, LLC

Carolyn Gilbert
DCIO Retirement Consultant, DWS

Paul Karasik
President, Wholesaler Institute

Dana Hartwell
Director, Head of DCIO Sales, New York Life Mainstay Investments

Kristopher Goeden
Director, National Accounts, Principal Global Investors

Brian Gualillo
Digital Marketing Strategist - Lead, Principal

Ross Marino
Founder & Chief Executive Officer, Rekon Intelligence

Sponsors & Partners

2018 Partners:

Platinum Partners:
• American Century Investment
• Pentegra
• T. RowerPrice

Gold Partners:
• AB ALLIANCEBERNSTEIN
• American Trust Retirement
• Capital Group
• American Funds
• Dimensional
• DWS
• Fiduciary Bebchmarks
• FINANCIAL WELLNESS
• FRANKLIN TEMPLETON INVESTMENT
• Invesco
• J.P. Morgan
• John Hancock Investment
• KRAVITZ
• Mesirow Fianancial
• Mutual Omaha
• MAINSTAY INVESTMENT
• nuveen
• PGIM
• Principal
• RetireReady Solustions
• TRAU

Silver Partners:
• Alerus
• charles SCHWAB
• Lincoln Financial Group
• Vanguard

Exhibiting Partners:
• Acceleration
• ADP
• Advizr
• Alllianz Global Investors
• American Beacon
• Amundi Pionner
• ARTESYS
• ARTISAN PARTNERS
• BAM RETIREMENT SOLUSTION
• Beaumont CAPITAL MANAGEMENT
• BLACKROCK
• BNY MELLON I PERSHING
• CAMBRIDGE
• CliftonLarsonAllen
• COHEN & STEERS
• COLUMBIA THREADNEEDLE
• ComericA
• CUNA MUTUAL
• DST MASTER COMPLEXITY
• ENVESTNET Retirement Solustions
• ERISApedia.com
• Federated
• Fi360
• Fidelity
• Fit
• FIDUCIARY OUTSOURCING, LLC
• FIRST EAGLE
• Fluent
• Asset Management
• VANTAGEPOINT FUNDS
• Infinata
• Ivy
• Janus HENDERSON
• John Hancock
• Judy Diamond
• lazard
• Leagcy Retirement Solustion
• LEGG MASON
• Broadridge
• Metlife
• MFS
• Morley
• NAPPA
• NATIXIS
• NEUBERGER BERMEN
• NORTHERN TRUST
• NPPG
• PENSION ASSURANCE
• PIMCO
• PLAN DESIGN
• PCS
• Putnam Investment
• Questis
• Rixtrema
• SECURIAN
• SECURITY BENEFIT
• Specialized the dulers
• stadion retirement
• STATE STREET GLOBAL ADVISORS
• Streamline Partners
• TD Ameritrade
• THE PT SERVICE GROUP
• The Standard
• unified trust
• WELLS FARGP ASSET MANAGEMENT
• WELLS FARGO