Plansponsor National Conference 2019 | Strategic Insight | 5 June 2019 | Renaissance Hotel, 999 9th St NW, Washington, DC 20001, USA

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.

2019 Speakers

Kara Ardis
Managing Director, Business Strategy, Charles Schwab

Matt Bahl
Vice President, Financial Wellness Customer Strategies, Prudential Retirement

Tim Brown
Senior Vice President of Life and Income Funding Solutions, MetLife

Jason Chepenik
Managing Partner, Chepenik Financial

Maura Troy Coolican
Managing Director Head of Retirement Plan Solutions, Morgan Stanley

Emily S. Costin
Partner, Alston & Bird LLP

Robert Covin, JD
Benefits Consultant, Milliman

Barbara Delaney
Principal, StoneStreet Renaissance

Julie Doran Stewart
SVP, Retirement Plan Advisory, Sentinel Benefits & Financial Group

John Doyle
Senior Vice President and Senior Defined Contribution Strategist , Capital Group, home of American Funds

Jeff Fister
Senior Relationship Manager, ADP Retirement Services

Catherine Golladay
Chief Operating Officer, Schwab Retirement Plan Services

Jamie D. Greenleaf
Lead Advisor, Principal, Cafaro Greenleaf

Stace Hilbrant
Managing Director and Founder, 401k Advisors LLC

Jim Hill
Manager of Support Services, Intermountain Power Service Corporation (IPSC)

David S. Hinderstein
Founder and President, Strategic Retirement Group

Ted Huffman
Divisional Vice President, Sales, ADP Retirement Services

Dave Hulsen
COO and Co-founder, RFP360

Todd Kading
President and Co-Founder, LeafHouse Financial

Cameron Kleinheksel
Senior Consultant, Wealth Management, Plante Moran Financial Advisors, LLC

Bruce G. Lanser
First Vice President - Wealth Management Institutional Consultant, UBS Institutional Consulting Certified Investment Management Analyst (CIMA®) Chartered Retirement Plans Specialist (CRPS®), UBS Retirement Plan Consulting Group

David N. Levine
Principal, Groom Law Group, Chartered

Mike Lulofs
Sr. Director of Human Resources, Sumitomo Machinery Corporation of America (SMA)

Marianne W. Marvez
Vice President/Director, Innovest Portfolio Solutions, LLC

Jonathan McBride
Managing Director, Global Head of Inclusion and Diversity, BlackRock

Amy M. McCarthy
Key Account Vice President, Prudential Retirement

Marty Menin
Senior Director - Retirement Solutions Division, Pacific Life Insurance Company

Steve Mindy
Partner, Katten Muchin Rosenman LLP

Una Morabito
Senior Vice President, Head of Mid & Institutional Client Management, Workplace Solutions, MassMutual

Kevin Murphy
Senior Vice President and Head of the Defined Contribution Strategic Accounts team U.S., Franklin Templeton Investment

Nick Nefouse
Managing Director, BlackRock

Kelley M. Palmer
Marketing Director, Retirement Optimization, John Hancock Retirement Plan Services

Elaine Parham
Sr. Manager, Compensation & Retirement, Southwest Airlines

Beth Pattillo
Director for Retirement Programs, Leidos, Inc

Daniel J. Peluse
Director of Retirement Benefits, Wintrust Retirement Benefit Advisors

Brandon Radach
Managing Director Midwest DCIO, John Hancock's Investment

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

Kevin Robertson
Senior Vice President and Chief Revenue Officer, HSA Bank

Brent Sheppard
Partner, Financial Advisor, Candence Financial Management

Robin M. Solomon
Partner, Ivins, Phillips & Barker

Peter Swisher
Senior Vice President and National Practice Leader, Pentegra Retirement Services

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

Marta Turba
Content Director, WorldatWork

Rachel Weker
Products and Platforms Vice President , T. Rowe Price Retirement Plan Services, Inc.

Chris Wellons
Vice President of Manufacturing, Taylor Guitars

2019 Sponsors

• ADP
• BlackRock
• Capital Group
• Charles Schwab
• Empower Retirement
• Fidelity
• Franklin Templeton
• HSA Bank
• John Hancock
• John Hancock Retirement Plan Services
• Mass Mutual
• Met Life
• Milliman
• Morgan Stanley
• Optum Bank
• One America
• Pacific Life
• Pentegra
• Prudential
• RFP
• T.owe Price
• Transamerica
• Wells Fargo

EXHIBITORS:
• AB
• ADP
• BlackRock
• Capital Group
• Charles Schwab
• Empower
• Factset
• Fidelity
• Financial Engines
• First Eagle
• Goldman Sachs Asset Management
• Guided Choice
• CRP
• Hartford Funds
• HSA Bank
• Investment Metrics
• John Hancock Investment
• John Hancock Investment Retirement Plan Services
• Mass Mutual
• Metlife
• MFS
• Millennium
• MIlliman
• Morgan Stanley
• Optum Bank
• One America
• Pacific Life
• Pentegra
• PNC
• Prudential
• Retirement Clearing House
• RCP
• RFP
• TIAA
• T.Rowe Price
• TransAmerica
• Vanguard
• Voya
• Wells Fargo