Plansponsor National Conference 2018 | Strategic Insight | 13 June 2018 | Renaissance Washington DC Hotel, 999 9th St NW, Washington, DC 20001, US

Retirement plans are a vital part of the savings system in America, and plan sponsors have significant responsibility to help ensure these plans are designed and delivered appropriately. However, plan sponsors need help crafting plans that meet the needs of their unique work force while implementing proper corporate governance that allows them to manage their fiduciary duties. To that end, the Plansponsor National Conference brings together a true cross section of the industry: Plan sponsors, retirement plan advisers and providers that support plans and participants meet, also getting to dialog with legislative, legal and policy thought leaders.

As always, the conference agenda will cover current trends and best practices, while discussing what lies ahead in retirement plan design, participant engagement and education, and investment options and solutions, as well as, of course, legislative and regulatory updates. Regardless of your retirement plan sponsor position—whether you work on the finance, treasury or human resource (HR) side of the retirement plan—the Plansponsor National Conference is right for you! If you’re an adviser, the Plansponsor National Conference helps you stay in touch with the challenges your clients face. Join your peers to discuss practical, creative solutions for your plans and participants.

2018 Speakers:

Lynda Abend
Chief Data Officer, John Hancock Retirement Plan Services

Earle W. Allen
Partner, Cammack Retirement Group

Thomas Barberesi
Assistant Vice President and Actuary, Institutional Income Annuities, MetLife

David Blanchett
Head of Retirement Research, Morningstar, Inc.

Cheryl Braun
Director of Human Resources, United Hardware Distributing Company

Kevin Breen
Head of Defined Contribution (DC) Sales Strategy, Executive Director, UBS Asset Management

Dan Bruns
Vice President, Product Strategy, Morningstar Investment Management LLC

Drew Carrington
Head of Institutional Defined Contribution-U.S., Franklin Templeton Investments

Joe Connell
Partner, Sikich Retirement Plan Services

Emily Costin
Partner, Alston & Bird LLP

Chat Cowherd
Vice President Head of Client Relationship Management, American Century Investments

Michael Devlin
Principal, BCG Pension Risk Consulting

Julie Doran
Senior Vice President, Retirement Plan Advisory Services, Sentinel Benefits & Financial Group

John Doyle
SVP, Senior Defined Contribution Strategies, American Funds from Capital Group

Terry Dunne
SVP, Managing Director, Retirement Services, Millennium Trust Company

Jodi Epstein
Partner, Ivins, Phillips & Barker

Joanna Farrere
Sr. VP, Human Resources & Administrative Services, Illinois Health and Hospital Association

Spencer Goldstein
Principal & CIO, StoneStreet Equity

Jamie Greenleaf
Lead Advisor, Principal, Cafaro Greenleaf

Jen Harmer
Assistant VP, Customer Experience Strategy & Development, Lincoln Financial Group

Leah Hill
Director – Retirement Plan Services, Shepherd Financial

David Hinderstein
President, Strategic Retirement Group

Gene Huxhold
Senior Managing Director, John Hancock Investments

Joshua P. Itzoe
Partner and Managing Director, Greenspring Advisors

Greg Jenkins
Managing Director and Head of Institutional Defined Contribution, Invesco

Todd Kading
Managing Director, LeafHouse Financial

Jeff Kletti
Senior Vice President, Head of Investments, Wells Fargo Institutional Retirement and Trust

Michael Knowling
Head of Client Relations and Business Development, Prudential

Christopher Kulick
Senior Vice President, Financial Advisor, CAPTRUST

Bruce Lanser
Senior Retirement Plan Consultant, UBS Retirement Plan Consulting Group

David Levine
Principal, Groom Law Group, Chartered

Lori Lucas
President and CEO, Employee Benefit Research Institute (EBRI)

Christopher Maarberg
Director, Product Development, Institutional Income Annuities, MetLife

Edward O'Connor
Managing Director, Head of Workplace Wealth Solutions and Corporate Retirement, Morgan Stanley

Roger Paschke
Chief Investment Officer, Hearst Corporation

Tim Pitney
Managing Director, Institutional Investment and Endowment Distribution, TIAA

Michelle Rappa
Managing Director, Retirement Client Advisor, Neuberger Berman

Joe Ready
Executive Vice President, Director, Wells Fargo Institutional Retirement and Trust

Alvin Shaver
Director of Compensation and Benefits, Southeastern Freight Lines, Inc.

Kevin Skow
Principal, Milliman

Robin M. Solomon
Partner, Ivins, Phillips & Barker

Gordon Tewell
Principal, Innovest Portfolio Solutions

Attila Toth
Partner and Co-Founder, Portfolio Evaluations, Inc

Michael Volo
Senior Partner, Cammack Retirement Group

Nathan Voris
Managing Director, Business Strategy, Schwab Retirement Plan Services, Inc.

Rachel Weker
Senior Manager, Financial Wellness, T. Rowe Price Retirement Plan Services, Inc.

Tina Wilson
SVP and head of the Investment Solutions Innovation, MassMutual U.S.

Jake Winegrad
Partner, MonetaGroup

2018 Sponsors:

• ADP
• American Century Investments
• Bank of America Merrill Lynch
• BlackRock
• Capital Group | American Funds
• Charles Schwab
• First Eagle
• Franklin Templeton Investments
• Graystone Consulting
• Empower Retirement
• HSA Bank
• Invesco
• John Hancock Investments
• John Hancock Retirement Plan Services
• Lincoln Financial Group
• Mass Mutual
• MetLife
• Millennium Trust Company
• Milliman
• Morgan Stanley
• Morningstar
• Neuberger Berman
• Pacific Life
• Prudential
• TIAA
• T.RowePrice
• UBS
• Wells Fargo

EXHIBITORS:
• AB AllianceBernstein
• ADP
• Advzr
• American Century Investments
• Bank of America Merrill Lynch
• BlackRock
• Capital Group American Funds
• Charles Schwab
• First Eagle Investment Management
• Graystone Consulting
• Empower Retirement
• Goldman Sachs Asset Management
• GRPAA GRP Advisor Alliance
• Hartford Funds
• HSA Bank
• Invesco
• John Hancock Investments
• John Hancock Retirement Plan Services
• J.P. Morgan Asset Management
• Lincoln Financial Group
• LSV Asset Management
• MassMututal
• MetLife
• MFS Investment Management
• Millennium Trust Company
• Milliman
• Morgan Stanley
• Morningstar
• Neuberger | Berman
• Pacific Life
• PNC Retirement Solutions
• Prudential
• RCP Risk Compliance Performance Solutions
• SEI
• TIAA
• T.RowePrice
• Vanguard
• Voya
• Wells Fargo