NAFE 2024 | National Institute of Pension Administrators (NIPA) | 28 April 2024 | Austin Marriott Downtown, 304 East Cesar Chavez Street, Austin, TX 78701, USA

As a professional in the retirement industry, you have a unique perspective on everything from defined contribution plans to business operations topics. Take advantage of this opportunity to present at the event by submitting a proposal. We also encourage you to submit ideas you'd like to see your peers discuss!
Proposals should focus on technical, industry-related topics like defined contribution and defined benefit plans or broader topics like business operations and specialty (e.g., cybersecurity, human resources, etc.).

2024 Speakers

Phil Allen
Director, Nova 401(k) Associates

Katie Boyer-Maloy
National TPA Channel Director, John Hancock

Melissa Buccola
Director, FuturePlan by Ascensus

Charles Brown
Actuarial Director, Wolters Kluwer (ftwilliam)

Joseph Carolan
Chief Executive Officer, Evergreen Retirement Plan Consulting, LLC

Alison Cohen, APR
Partner, Ferenczy Benefits Law Center

Theresa Conti
President, Sunwest Pensions/July Business Services

Christabelle Cook
Managing Director, Principal Financial Group

Kellen Craig
John Hancock

Kevin Donovan
Senior Advisor, Pinnacle Plan Design, LLC

Lorraine Dorsa
Owner, Aegis Pension Services, Inc.

Patrick Duffy
Head of Core Market Sales, Fidelity

Ilene Ferenczy
Owner, Ferenczy Benefits Law Center

Veronica Franks
Vice President, Service, FuturePlan by Ascensus

Amy Garman
TPA internal retirement plan counselor, Capital Group/American Funds

Trina Gross
CEO, Acuff & Associates, Inc.

Mike Hadley
Partner, Davis & Harman LLP

Sue Hardy
National Benefit Services

Darren Holsey, APA, APR, ERPA, QPA, QKC, QKA
Owner/Managing Consultant, Premier RPS

Valerie Lopez
Chief Actuary, Vice President, ASC

Ellen Moll, EA, MSEA, CPC, QPA, QKC, QKA, APA
Executive Plan Consultant, Premier RPS

Joseph Moll
Plan Analyst, Premier RPS

Adrienne Moore
Senior Associate Attorney, Ferenczy Benefits Law Center

Naru Muraleedharan, MBA
Chief Operating Officer, Chief Executive Officer, Stax.AI

Andrew Pooser, AIF, QPFC, QKA
TPA Channel Director, John Hancock

Trevor Roberts, QKA, AIF, CPFA, Series 7, 24, & 66
National TPA Sales Manager, The Standard

Beth Robinson, CRPS
Director, TPA Programs, Fidelity

George Schein, JD, ChFC, CLU, CPC, QPA, QKC, QKA, APA
Technical Director, Nationwide

David Schultz
Attorney, FIS

Meredith Sesser, FCA, MSPA, EA, CEBS, FSA, MAAA
Sesser Law

Stacey Scott
Director, TPA Business Development, CUNA Mutual Group

Charlie Steingas, EA, MSPA, CPC, APA
Chief Actuary, Cash Balance Actuaries, LLC

Claudia St. John
President, Affinity HR Group

Virginia Sutton, APA, APR, ERPA, QPA, QKC, QKA
Vice President, VKS Consulting/Johnson & Dugan Insurance Services

Ryan Tiernan
Institutional Retirement Strategic Growth Counselor, Capital Group/American Funds

Phil Troyer, J.D., FINRA Series 7 and 24
CCO, OneDigital Investment Advisors

Kirk Vaughn
ERISA Attorney, Wolters Kluwer

Ted Youngs, MEP/PEP Efficiency focused session
Director of Strategy, 7 Simple Machines

Maggie Younis, ERPA, CPC, TGPC, APA, APR
National Director, Consultant Relations, Lincoln Financial

2024 Sponsors

PLATINUM SPONSORS:
• John Hancock
• Voya Financial

GOLD SPONSOR:
• Empower

SILVER SPONSORS:
• The Standard
• Fidelity
• T.Rowe Price
• Payroll Integrations

BRONZE SPONSORS:
• Ameritas
• Capital Group
• Colonial Bonds & Insurance
• Cuna Mutual Group
• Inspira Financial
• Lincoln Financial Group
• One America Financial
• PenChecks
• Pension Assurance
• Principal
• Stax.AI
• Transamerica