Retirement Plan Advisor Summit - Southwest 2021

Sep 23rd - Sep 24th 2021
Fairmont Scottsdale Princess
Scottsdale, AZ

Peeking Over the Horizon, A New Day in Retirement History

The retirement plan industry is constantly evolving, and to keep pace, plan advisors should be continuously evaluating their approach to compliance and fiduciary responsibilities, plan design, and the overall retirement plan marketplace. There were several areas in investment and practice management where retirement plan advisors made significant strides this past year. Now more than ever, plan sponsors enlist the advice of plan advisors to provide guidance on retirement plans and how to face new challenges.

Over the course of one and half days in a safe, socially-distant setting, Institutional Investor’s Inaugural Retirement Plan Advisor Summit will provide senior-level executives 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 are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry.

View 2019 Agenda

  • Until no longer necessary, we will conduct on-site health screenings.
  • Until no longer necessary, we will require all attendees to wear masks and/or personal protective equipment.
  • The Summit format and venue will be designed to promote social distancing and smaller groups.
  • Institutional Investor will partner with venues with the highest health and housekeeping standards (including routine cleaning and disinfecting of surfaces).
  • Institutional Investor will comply with all CDC and state/city guidelines. In the event of a conflict, we will comply with the stricter regulations. 
Summit Chairperson

To be Announced.

Advisory Board

The agenda for each meeting is developed by our Advisory Board of retirement plan advisor executives to ensure the content is created ‘by RPAs, for RPAs.’

Stace Hilbrant, Managing Director, 401k Advisors

Charles Langowski, Principal and CEO, Advanced Capital Group

Ben Sithens, Vice President – Investment, Alliant Retirement Group

David Griffin C(k)P, Senior Vice President, Atlanta Retirement Partners | OneDigital | Retirement Services​

Chuck Williams, CFP, C(k)P, CRPS, CRPC, AIF®, Chief Executive Officer, Finspire

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

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

Richard Rogers, AIFA, Principal, Consultant, Innovest

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

Vincent Morris, President, OneDigital Retirement and Wealth

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

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

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

Ellen Lander, Principal, Renaissance Benefit Advisor Group

Larry Deatherage, Founder & Managing Partner, Retirement Benefits Group

Joshua Schwartz, President, Retirement Plan Advisors, LLC

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


Fairmont Scottsdale Princess



GDPR Consent Notice

I’d like to receive exclusive news, content and offers from Institutional Investor and other Euromoney group company products and services by:

You can unsubscribe at any time by clicking the "unsubscribe" link at the bottom of any communications we send you. You can also visit our preference centre.

Privacy Notice | Event participant terms

Upcoming Events

April 29, 2021 | Virtual Program

Food for Thought: The Missing Ingredients from Your Clients’ Portfolio Plates

Learn more


September 29-30, 2021 | In-Person Conference

Retirement Plan Advisor Summit - Central 2021

Park Hyatt | Chicago, IL

Learn more

For more information, please contact:

Cynthia Huynh

Deputy Director
Institutional Investor, Memberships & Forums