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Event Date Mon Oct 18 BST - Wed Oct 20 BST (9 days ago)
In your timezone (EDT): Mon Oct 18 1:00pm - Wed Oct 20 6:00am
Location Virtual
Region Americas
Details

The TPA Growth Summit welcomes sales and marketing-focused owners of small and mid-sized TPA firms (producing or non-producing, compliance only or recordkeeping and compliance), as well as salespeople working for those TPA firms. We encourage firm owners and their salespeople to attend the one-of-a-kind event together!
Selling TPA services presents unique challenges. You face heavy competition, and work for a firm with limited resources to devote to marketing and sales. Join us to gain practical strategies to successfully navigate these obstacles. Learn how to identify your firm’s strengths and use them as leverage to more successfully compete for business.

Speakers

2021 Speakers

David Schultz
JD, APM, Product Manager, FIS

Cecilee M. Young
Owner/Partner, Atlantic Pension Services

Robert M. Kaplan
CFP, CPC, QPA, QKC, QKA, Director of Technical Education, American Retirement Association

Justin Bonestroo
MSEA, CPC, CPFA, Senior Vice President, CBIZ Retirement Plan Solutions

Derek Feldhahn
EA, MSEA, Owner, Sunwest Actuarial Services, LLC

Michael Z. Eaton
MSEA, CPC, QPA, QKA, Future Plan

Angela Vadnais
MSEA, Enrolled Actuary, Pension Benefits Unlimited, I

Amanda Rae Iverson
CPA, MBA, PHR, SHRM-CP, APM, COO, Pinnacle Plan Design, LLC

Natalie R. E. Wyatt
QKA, QPFC, Senior Account Executive, SS&C-Innovest

Linda Kurz
Transamerica Retirement Solutions

John T. Webb
ERPA, QKA, QPA, TGPC, 2VP, Retirement Plans | Compliance, Consulting, and Plan Services, Ameritas Life Insurance Corporation

Craig P. Hoffman
Esq, APM, Counsel, Nova 401(k) Associates

Travis P. Jack
QKA, Managing Member, Metz & Associates PLLC

Erin D. Patton
ERPA, CPC, QPA, QKA, Retirement Plan Consultant and Administrator, Striegel Knobloch & Company, L.L.C.

Kevin J. Donovan
FSEA, President, Pinnacle Plan Design, LLC

Kurt F. Piper
FSEA, Owner & Chief Actuary, Piper Pension & Profit Sharing

Mary Ann Rocco
EA, Owner, Mary Ann Rocco, EA Consulting Actuary

Kenneth Marblestone
J.D., Co-Managing Member, The MandMarblestone Group, LLC

Adam C. Pozek
ERPA, QPA, QKC, QKA, Partner/CFO, DWC – The 401(k) Experts

Linda Kurz
Transamerica Retirement Solutions

John T. Webb
ERPA, QKA, QPA, TGPC, 2VP, Retirement Plans | Compliance, Consulting, and Plan Services, Ameritas Life Insurance Corporation

Brian Furgala
Esq., CPC, QPA, Director of ERISA Services, Wolters Kluwer/ftwilliam.com

Wesley T. Stohler
CPC, QPA, QKC, QKA, President, Associated Benefit Planners, Ltd.

Shannon M. Edwards
QPA, QKC, QKA, CPFA, President, TriStar Pension, LLC

Kelsey N.H. Mayo
J.D., Lead Partner, Employee Benefits, Poyner Spruill LLP

Maggie Younis
CPC, QPA, QKA, TGPC, National Director, Consultant Relations, Lincoln Financial Group

Cecilee M. Young
Owner/Partner, Atlantic Pension Services

Lynn M. Young
MSEA, Partner, Pinnacle Plan Design

Derek Feldhahn
EA, MSEA, Owner, Sunwest Actuarial Services, LLC

Angela Vadnais
MSEA, Enrolled Actuary, Pension Benefits Unlimited, Inc.

Ilene H. Ferenczy\
Esq., CPC, Managing Partner, Ferenczy Benefits Law Center

Craig P. Hoffman
Esq, APM, Counsel, Nova 401(k) Associates

Shannon M. Edwards
QPA,QKC,QKA,CPFA, President, TriStar Pension, LLC

Kelsey N.H. Mayo
J.D., Lead Partner, Employee Benefits, Poyner Spruill LLP

Mary Ann Rocco
EA, Owner, Mary Ann Rocco, EA Consulting Actuary

Michael Z. Eaton
MSEA, CPC, QPA, QKA, Actuary, Future Plan

Matthew Rustige
MSEA, Actuary, Summit Benefit & Actuarial Services, Inc

Megan Crawford
ERPA, QPA, Partner, Williams Benefit Consulting, LLC

Kirsten Curry
APM, Founder and CEO, Leading Retirement Solutions

Vincent Garzarella
Vice President, Mid-Large Markets, Lincoln Financial

Brian H. Graff
Esq., APM, Chief Executive Officer, American Retirement Association

Claire P. Rowland
Esq., QPA, QKA, Associate, Morgan, Lewis & Bockius LLP

Linda Kurz
Transamerica

Karen Smith
MSEA, President, Nova 401(k) Associates

Justin Bonestroo
MSEA, CPC, CPFA, Senior Vice President, CBIZ Retirement Plan Solutions

Kurt F. Piper
FSEA, Owner & Chief Actuary, Piper Pension & Profit Sharing

Andrew Behnke
MSEA, Senior Actuary, Midwest Pension Actuaries, Inc.

Charles Brown
MSEA, QPA, QKA, Consulting Associate Director, Wolters Kluwer Law and Business

Genelle M. Brakefield
QKA, TGPC, QPFC, Vice President, Ekon Benefits

Shannon M. Edwards
QPA, QKC, QKA, CPFA, President, TriStar Pension Consulting

Thomas F. Zych
Partner, Thompson Hine LLP

Maura K. Lamb
QPA, Director, DST Retirement Solutions

Ekaterina “Katie” Sheliga
MBA, AIF®, CPFA®, Institutional Sales Director, The Standard

Kizzy M. Gaul
Esq., CPC, QPA, QKA, TGPC

Alex Petrenko Calaf
QPA, QKA, QKC

Joseph A. Nichols
MSEA

Amy Ouellette
CFP®, QPA, QKC, QKA, CPFA, TGPC

Jennifer Swets
QPA, QKC, QKA

Justin Bonestroo
MSEA, CPC, CPFA

Kirsten Curry
APM

Erin D. Patton
ERPA, CPC, QPA, QKA

Angela Vadnais
MSEA

Andrew Behnke
MSEA

Genelle M. Brakefield
QKA, TGPC, QPFC

Wesley T. Stohler
CPC, QPA, QKC, QKA

Maggie Younis
CPC, QPA, QKA, TGPC

Stephen W. Forbes
J.D., President, Forbes Retirement Plan Consulting

Melissa Terito
Partner, Sentinel Pension

Alex Petrenko Calaf
QPA, QKA, QKC, SVP, Retirement Plan Consulting, Cetera Financial Group

Adam C. Pozek
ERPA, QPA, QKC, QKA, Partner/CFO, DWC – The 401(k) Experts

Kevin J. Donovan
FSEA, President, Pinnacle Plan Design, LLC

David J. Kupstas
FSA, MSEA, Chief Actuary, Actuarial Consulting Group, Inc.

Matthew Rustige
MSEA, Actuary, Summit Benefit & Actuarial Services, Inc

Shannon M. Edwards
QPA, QKC, QKA, CPFA, President, TriStar Pension Consulting

Amanda Rae Iverson
CPA, MBA, PHR, SHRM-CP, APM, COO, Pinnacle Plan Design, LLC

Thomas F. Zych
Partner, Thompson Hine LLP

Erin D. Patton
CPC, QPA, QKA, Retirement Plan Consultant and Administrator, Striegel Knobloch & Company, L.L.C.

Derrin Watson
APM, Of Counsel, Ferenczy Benefit Law Center

John P. Griffin
Principal, Actuarial Systems Corporation

Lawrence Deutsch
FSEA, President, Larry Deutsch Enterprises

Kelsey N.H. Mayo
J.D., Lead Partner, Employee Benefits, Poyner Spruill LLP

Joseph A. Nichols
MSEA, Actuary, DWC – The 401(k) Experts

Karen Smith
MSEA, President, Nova 401(k) Associates

Maura K. Lamb
QPA, Director, DST Retirement Solutions

Miriam G. Matrangola
Esq, QPA, QKA, President, Atlantic Pension Services, Inc.

Amy Ouellette
CFP®, QPA, QKC, QKA, CPFA, TGPC, VP, Retirement Services, Vestwell

Erin D. Patton
CPC, QPA, QKA, Retirement Plan Consultant and Administrator, Striegel Knobloch & Company, L.L.C.

Derrin Watson
APM, Of Counsel, Ferenczy Benefit Law Center

Miriam G. Matrangola
Esq, QPA, QKA, President, Atlantic Pension Services, Inc.

Jennifer Swets
QPA, QKC, QKA, Partner / Retirement Plan Consultant, DWC – The 401(k) Experts

Lawrence Deutsch
FSEA, President, Larry Deutsch Enterprises

Kelsey N.H. Mayo
J.D., Lead Partner, Employee Benefits, Poyner Spruill LLP

Joseph A. Nichols
MSEA, Actuary, DWC – The 401(k) Experts

Justin Bonestroo
MSEA, CPC, CPFA, Senior Vice President, CBIZ Retirement Plan Solutions

Megan Crawford
QPA, Partner, Williams Benefit Consulting, LLC

Wesley T. Stohler
CPC, QPA, QKC, QKA, President, Associated Benefit Planners, Ltd.

Vincent Garzarella,
Vice President, Mid-Large Markets, Lincoln Financial

Wayne McClain III
J.D., Managing Director, Associate General Counsel, TIAA

Cheslie C. Kryst

JJ McKinney
CPC, QPA, QKA, Director of Sales, EGPS

Alex Petrenko Calaf
QPA, QKA, QKC, SVP, Retirement Plan Consulting, Cetera Financial Group

Ilene H. Ferenczy
Esq., CPC, Managing Partner, Ferenczy Benefits Law Center

David J. Kupstas
FSA, MSEA, Chief Actuary, Actuarial Consulting Group, Inc.

Claire P. Rowland
Esq., QPA, QKA, Associate, Morgan, Lewis & Bockius LLP

Valerie M. Lopez
FSA, MSEA, Chief Actuary, Vice President, ASC

Virginia C. Wentz
FSEA, CPC, Director of Actuarial Services, The MandMarblestone Group, LLC

Kizzy M. Gaul
Esq., CPC, QPA, QKA, TGPC, ERISA Attorney, Ascensus

Robert M. Richter
J.D., Retirement Education Counsel, American Retirement Association

Melissa Terito
Partner, Sentinel Pension

Kevin J. Donovan
FSEA, President, Pinnacle Plan Design, LLC

James Holland
Chief Research Actuary, Cheiron, Inc.

Meredith J. Sesser
Attorney, Meredith J. Sesser, A PLC

Charles Brown
MSEA, EA, QPA, QKA, Consulting Associate Director, Wolters Kluwer Law and Business

Genelle M. Brakefield
QKA, TGPC, QPFC, Vice President, Ekon Benefits

Natalie R. E. Wyatt
QKA, QPFC, Senior Account Executive, SS&C-Innovest

Kirsten Curry
Founder and CEO, Leading Retirement Solutions

Wendy Shaw
Vice President, Retirement Solutions Operations, Nationwide

Brian Furgala
Esq., CPC, QPA, Director of ERISA Services, Wolters Kluwer/ftwilliam.com

Stephen W. Forbes
J.D., President, Forbes Retirement Plan Consulting

Steve Riordan
CPC, QPA, QKA, Director, Plan Consulting, Fidelity Investments

Lawrence Deutsch
FSEA, President, Larry Deutsch Enterprises

Russ Dempsey
Pension Benefit Guaranty Corporation

Kristina Archeval
Pension Benefit Guaranty Corporation

Brad Porter
Pension Benefit Guaranty Corporation

Michael Baird
Pension Benefit Guaranty Corporation

Virginia C. Wentz
FSEA, CPC, Director of Actuarial Services, The MandMarblestone Group, LLC

Robert M. Richter
J.D., Retirement Education Counsel, American Retirement Association

Wayne McClain III
J.D., Managing Director, Associate General Counsel, TIAA

David Schultz
JD, APM, Product Manager/Attorney, FIS

Stephen W. Forbes
J.D., President, Forbes Retirement Plan Consulting

Steve Riordan
CPC, QPA, QKA, Director, Plan Consulting, Fidelity Investments

Karen Smith
MSEA, President, Nova 401(k) Associates

Kelsey N.H. Mayo
J.D., Lead Partner, Employee Benefits, Poyner Spruill LLP

Kristina Archeva
Pension Benefit Guaranty Corporation

Brad Porter
Pension Benefit Guaranty Corporation

Michael Baird
Pension Benefit Guaranty Corporation

Virginia C. Wentz
FSEA, CPC, Director of Actuarial Services, The MandMarblestone Group, LLC

John P. Griffin
Principal, Actuarial Systems Corporation

Frank Porter
QKA, QPA, Relationship Manager – Large Mega NFP Market Segment, Empower Retirement

Maggie Younis
CPC, QPA, QKA, TGPC, National Director, Consultant Relations, Lincoln Financial Group

Derrin Watson
APM, Of Counsel, Ferenczy Benefit Law Center

Amy Ouellette
CFP®, QPA, QKC, QKA, CPFA, TGPC, VP, Retirement Services, Vestwell

Kelsey N.H. Mayo
J.D., Lead Partner, Employee Benefits, Poyner Spruill LLP

Allison Wielobob
General Counsel, American Retirement Association / Executive Director, ASEA

James Holland
Chief Research Actuary, Cheiron, Inc.

Steve Riordan
CPC, QPA, QKA, Director, Plan Consulting, Fidelity Investments

Lyndsey R. Barnett
Graydon Head & Ritchey, LLP

Kizzy M. Gaul
Esq., CPC, QPA, QKA, TGPC, ERISA Attorney, Ascensus

Dagmar Nikles
CFA, CAIA, FRM, Managing Director, BlackRock

JJ McKinney
CPC, QPA, QKA, Director of Sales, EGPS

Meredith J. Sesser
Attorney, Meredith J. Sesser, A PLC

James Holland
Chief Research Actuary, Cheiron, Inc.

Wendy Shaw
Vice President, Retirement Solutions Operations, Nationwide

Lyndsey R Barnett
Graydon Head & Ritchey, LLP

Robert M. Richter
J.D., Retirement Education Counsel, American Retirement Association

Kevin J. Donovan
FSEA, President, Pinnacle Plan Design, LLC

Kelsey N.H. Mayo
J.D., Lead Partner, Employee Benefits, Poyner Spruill LLP

JJ McKinney
CPC, QPA, QKA, Director of Sales, EGPS

Sponsors & Partners

2021 Sponsors

PLATINUM SPONSOR:
• John Hancock
• The Standard
• Voya Financial

GOLD SPONSORS:
• Capital Group
• Empower
• Nationwide
• T. Rowe Price
• Transamerica

SILVER SPONSORS:
• Colonial
• Enterprise Iron
• Lincoln
• Pension Assurance
• Wolters Kluwer