Park Hyatt Chicago
Park Hyatt Chicago, 800 N Michigan Ave, Chicago, IL 60611, US

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Event Date Wed Sep 29 CDT - Thu Sep 30 CDT (about 1 year ago)
In your timezone (EST): Wed Sep 29 9:00am - Thu Sep 30 6:00pm
Location Park Hyatt Chicago
800 N Michigan Ave, Chicago, IL 60611, US
Region Americas

As retirement plan advisors move forward into a post-pandemic future, advisors need to find a balance between what worked in the past, and the skills needed to succeed in the new “normal”. There are several areas in investment and practice management where retirement plan advisors made significant strides this year. Now more than ever, plan sponsors enlist the advice of plan advisors to provide guidance on retirement plans and how to tackle the new challenges they face. Many are struggling to cope with the rising demand for skilled talent, adoption of technology for cybersecurity and the development of innovations that can deliver new clients.

Over the course of one and half days in a safe, socially-distant setting, Institutional Investor’s 4th Annual Retirement Plan Advisor Summit will provide c-suite level executives from the most innovative and important retirement plan advisor firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses will have to face in the foreseeable future. The sessions will be formatted as case studies, expert perspectives, opinions, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry.




Brett Shofner
President, Work Plan Retire



David T. Griffin
C(K)P®, Senior Vice President, Atlanta Retirement Partners

Charles Langowski
Principal & CEO, Advanced Capital Group

Vince Morris
AIF®, President, One Digital

Joshua F. Schwartz
AIF®, Founding President, Retirement Plan Advisors

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

Timothy Irvin
CFP®, CPFA®, AIF®, CHSA®, Senior Financial Advisor, Captrust

Dick Darian
Chief Executive Officer, Wise Rhino Group

Todd Barden
CFP, C(k)P, Vice President, Financial Advisor, Corporate Retirement Director, Morgan Stanley

David Levine
Principal, Groom Law Group

Lisa Jones, Esq.,
CPC, QPA, AIF, Retirement Plan Advisor, ERISA Consultant, Sentinel Benefits & Financial Group

Dale Homburg
Chief Technology Officer, Leafhouse Financial

Chuck Williams
Chief Executive Officer, Finspire

Sean Klock
CFP®, CIMA®, AIF®, SVP, Head of Workplace Regional Sales, Workplace Solutions, Morningstar Investment Management LLC

Calla Gorman
CRPC®, CPFA, Vice President, Retirement Plan Services, Finspire

Jean Duffy
AIFA®, ARPC, Senior Vice President, Financial Advisor, CAPTRUST

Jake Rushton
Founder, Chief Executive Officer, 401(k)lub

Steven Dimitriou
AIF®, CPFA, C(k)P®, Managing Partner, Mayflower Advisors

Ben Sithens, CRPS
First Vice President, Senior Investment Consultant, Alliant Retirement Consulting

Daniel J. Peluse
Executive Director, Wintrust Wealth Management

Greg Cimmino
Managing, Director, IIC

Chad Rice
Senior Portfolio Manager, Advanced Capital Group

Todd Kading
President, Leafhouse Financial

Brad Arends
Co-Founder & CEO, Intellicents

Ian Kopelman
Partner, DLA Piper

Jeff Cullen
Managing Partner, Strategic Retirement Partners


Stace Hilbrant
Managing Director, 401k Advisors

Ben Sithens
Vice President – Investment, Alliant Retirement Group

Kathleen A. Kelly
CRPS, AIFA, Managing Partner, Compass Financial Partners

Joshua E. Ulmer
Senior Vice President, Institutional Consulting Director, Graystone Consulting

Todd Kading
CFP®, CPFA™, RF™, President, Leafhouse Financial

Richard Rogers
AIFA, Principal, Innovest

David K. Stofer
ChFC, CLU, Managing Director, Retirement Plan Solutions, Mariner Wealth Advisors

Jason K. Chepenik
CFP, Senior Vice President, Retirement & Wealth, OneDigital Retirement Services

Doug Prince
AIFA, Co-Founder, Advisor, ProCourse Advisors

Ellen Lander
Principal, Renaissance Benefit Advisor Group

Larry Deatherage
Founder & Managing Partner, Retirement Benefits Group

Randy Long
Managing Principal, SageView Advisory Group

Daniel Peluse
Director of Retirement Plan Services, Wayne Hummer Investments, Wintrust Wealth Management

L. Rita Fiumara CIMA
CRPS, Senior Vice President - Investments, UBS

Michael Welz
CFA, CAIA, CIMA®, President & Chief Investment Officer, USI Advisors

Brett Shoffner
President, Work Plan Retire

Sponsors & Partners

2021 Sponsors

• Alliance Bernstein
• Morningstar
• State Street Global Advisors
• First Eagle Investment Management
• MMA Retirement Services’
• Capital Group