Venue
Scottsdale Resort
Scottsdale Resort , McCormick Ranch, 7700 East McCormick Parkway, Scottsdale, AZ, 85258, USA

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Event Date Tue May 1 EDT - Wed May 2 EDT (over 6 years ago)
Location Scottsdale Resort
McCormick Ranch, 7700 East McCormick Parkway, Scottsdale, AZ, 85258, USA
Region Americas
Details

For 70 years PSCA has been your Oasis in the Retirement Plan Landscape. Join us in the Arizona desert at the 71st Annual National Conference to replenish and refresh your DC plan. You will hear from industry experts and your peers about issues, trends, and solutions relating to your 401(k), 403(b), non-qualified deferred compensation, and/or HSA plan(s). Spend a few days drinking up knowledge that will rejuvenate your plan for the rest of the year!

Speakers

2018 Speakers

Ken Raskin
Partner, King & Spalding and Chair of the PSCA Board of Directors

Andrew G. Biggs
Resident Scholar, American Enterprise Institute

Fred Reish
ESQ, Partner, Drinker Biddle & Reath LLP

Thomas E. Clark Jr.
JD, LLM, Of Counsel, The Wagner Law Group

Phyllis C. Borzi
Former Assistant Secretary of Labor for the Employee Benefits Security Administration

Krista M. D’Aloia
Vice President and Associate General Counsel, Fidelity Investments

Marjorie Mann
Senior Attorney, NextEra Energy, Inc.

Kevin Hanney
United Technologies

Michael Sasso
Partner and Co-Founder, Portfolio Evaluations, Inc

Martha L. Tejera
Search Consultant, Tejera & Associates, LLC

Carol A. Bogosian
ASA, President, CAB Consulting

Kelley Long
CPA/PFS, CFP®, Financial Finesse

Neil Lloyd
Partner, Head: US DC & Financial Wellness Research, Mercer

Elizabeth Kelly
SVP of Operations, United Income

Jacqueline Neubert Reynolds
Manager of Financial Training and Staff Development,My Secure Advantage

Paul Sommerstad
QPFC, CBFA, CHSA, AIF®, Senior ERISA Consultant, Blue Prairie Group

Mark Singer
President and Founder, Financial Literacy Toolbox

Sara Caddy
SPHR, CEBS, Benefits Manager, Dimensional Fund Advisors

Karin Rettger
President, Principal Resource Group

Ryan Cunningham
CAIA, Senior Consultant, Arnerich Massena

David M. Kot
CPA, CFE, Partner, BKD, LLP

Greg Ward
Director Financial Wellness Think Tank, Financial Finesse

Heather Cambray
Corporate Human Resources Manager, Greatland Corporation

David Snyder
CEO, Perspective Partners LLC

Mary Kay Mutz
Benefits Administrator, The Morton Arboretum

William H. Nichols
Partner, Lanier Muchin, Ltd.

Gail Karlstad
Retirement Benefits Manager, MAPFRE Insurance

Adam Greetis
Partner, Seyfarth Shaw

Diane Morgenthaler
Partner, McDermott Will & Emery LLP

Ken Raskin
Partner, King & Spalding and Chair of the PSCA Board of Directors

Blaine F. Aikin
AIFA®, CFA, CFP®, Executive Chairman, Fi360

David Levine
Principal, Groom Law Group Chartered

Brigen Winters
Principal, Groom Law Group Chartered

Laraine McKinnon
CEO, LMC17

James Goldstein
Senior Investigator, U.S. Department of Labor, Employee Benefits

Neil Lloyd
Partner, Head US DC & Financial Wellness Research, Mercer

Warren Cormier
Executive Director, DCIIA Retirement Research Center

E. Matthew Maier
Managing Director – Executive Benefits, SageView Advisory Group

Bruce J. McNeil
Partner, The Wagner Law Group

R. Lee Nunn
Senior Vice President, Aon Hewitt

Jody Strakosch
Principal, Strakosch Retirement Strategies, LLC

Elizabeth Hefferman
Hueler Income Solutions

Steve Vernon
Research Scholar, Stanford Center on Longevity

James Goldstein
Senior Investigator, U.S. Department of Labor, Employee Benefits Security Administration

Rocke D. Blair
MBA, CEBS®, Senior Consultant, MCF Institutional

Brodie Wood
SVP HealthCare, Education, and NFP Markets, Transamerica

Constantine Mulligan
Chief Investment Officer, Blue Prairie Group, LLC

Sponsors & Partners

2018 Sponsors and Exhibitors

SPONSORS:
• Charles Schwab
• Dimensional Fund Advisors
• BKD, LLP

EXIBITORS:
• ADP
• Bellwether Consulting
• CEFEX, Centre for Fiduciary Excellence
• Clifton Larson Allen
• Dimensional Fund Advisors
• FPS Trust Company
• HealthSavings Administrators
• Legal & General Investment Management America
• Millennium Trust Company
• my529
• PenChecks
• PNC Retirement Solutions
• Retirement Clearinghouse
• TIAA
• Vanguard
• Virtus Investment Partners, Inc.