Venue
Virtual Conference

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Mon Sep 27 EDT - Thu Sep 30 EDT (about 3 years ago)
Location Virtual Conference
Region All
Details

The 2021 virtual PLANADVISER National Conference was created with this duality in mind, and with the understanding that advisers face tremendous challenges as well as opportunities as the world emerges from an unprecedented modern global crisis. Advisers’ core lines of business remain critical as new client expectations come to the fore in the realms of financial wellness, retirement income, environmental activism and corporate social responsibility.

Join us for a four-day live learning event crafted specifically for retirement plan advisers and designed to meet the moment. Attendees can earn continuing education (CE) credits* while engaging with leading experts in the retirement plan industry.

Topics include, but are not limited to:

• making sense of industry consolidation;
• addressing the evolving needs of plan sponsors/participants;
• preparing the next generation of diverse industry leaders; and
• tracking the latest litigation and legislation.

Speakers

2021 Speakers

Dave Alison
Founding Partner, Clarity 2 Prosperity

Tim Baldes
Principal of Investment Manager Research, Edward Jones

Shlomo Benartzi
Professor Emeritus, UCLA Anderson School of Management and Senior Academic Advisor, Voya Financial

Jamie Bentley
Executive Vice President, Retirement Sales, PIMCO

Dan Bruns
Head of Managed Solutions, Morningstar Investment Management LLC

Valerie Burns
Human Resources Director, IFP Group of Companies

Bradford P. Campbell
Partner, Faegre Drinker

Peter Campagna
Partner, Wise Rhino Group

Christopher Ceder
Retirement Strategist, Goldman Sachs Asset Management

Sasha Cibrian
Retirement Plan Marketing Manager, 401(k) Marketing

John Curry
Chief Marketing Officer, CAPTRUST

John D’Agostino
Regional Director, Pentegra

Dick Darian
Founding Partner, Wise Rhino Group

Mike De Feo
Head of Defined Contribution Sales, Allianz Life Insurance Company of North America

Michael Doshier
USI, Senior Retirement Strategist, T. Rowe Price

Matthew Eickman
National Retirement Practice Leader, Qualified Plan Advisors

Kathryn Farrell
Portfolio Specialist, T. Rowe Price

Linda Fraise
Payroll Manager, Barilla America

Matthew Gray
Assistant Vice President, Worksite and Middle Markets, Allianz Life Insurance Company of North America

Keith J. Gredys J.D.
Chairman, CEO, Kidder Advisers, Inc.

Alicia Locheed Goodrow
Partner, Culhane Meadows

Meghan Jacobson
Head of U.S. Insights, J.P. Morgan Asset Management

Brian Hanna
Partner, EVP - Retirement Plans, Everhart Advisors

Kim Hayes
Director of Corporate Relations, CFP Board

Maggie Howe
Associate, Data Analysis and Marketing, Wise Rhino Group

Sharon Kacsits
Director Human Resources - North America, COFCO International USA

Megan D. Kelley
Head of Research, Fidelity’s Center for Applied Technology (FCAT), Fidelity Investments

Justine Kim
Founder, CEO, JSK ERISA

Kevin Mahoney
Managing Director, Raymond James

John Manganaro
Managing Editor, Digital, PLANADVISER

Alison Cooke Mintzer
Publisher, ISS Media

Matthew P. Mintzer
Executive Vice President, Pentegra

Jon Nolan
Senior Research Analyst, Francis Investment Counsel

Brian O'Keefe
Vice President, Institutional Shareholder Services

Mark Olsen
Managing Director, Plan Pilot

Sean Patton
Founding Partner, Senior Consultant, Westminster Consulting

Jeffrey M. Petrone
Managing Director, SageView Advisory Group

Robert J. Rafter
President, RJR Consulting

James F. Sampson
Director, Retirement Advisory Services, Hilb Group Retirement Services

Jeri Savage
Vice President, Goldman Sachs Asset Management’s Multi-Asset Solutions Group (MAS)

Missy Schoedel
VP of Business Development, 401k Marketing

Brett Shofner
Principal, Work Plan Retire

Ryan Tiernan
Senior Relationship Manager, Capital Group | American Funds

Richard Weiss
SVP, Chief Investment Officer, Multi-Asset Strategies, Senior Portfolio Manager, American Century Investments

Linda York
Senior Vice President, Cogent

Anthony Campagna
Managing Director, Integrated Financials & Impact, ISS ESG | ISS EVA

Jania Stout
SVP Retirement & Wealth division, OneDigital Company

Keith Huber
Investment Advisor, Retirement Services, Fiduciary Plan Adviser, OneDigital Company

Sponsors & Partners

2021 Sponsors & Exhibitors

• ADP
• Allianz
• American Century Investment
• Capital Group | American Funds
• Fedility
• Goldman|Sachs Asset Management
• J.P. Morgan
• Morningstar
• Pentegra
• PIMCO
• T.Rowe Price
• Vanguard
• Voya Financial