Retirement Plan Advisor Summit - West Coast

May 6th - May 7th 2020
The Ritz-Carlton
Marina del Rey

The retirement industry is changing, and it is changing dramatically and rapidly. Plan sponsor’s expectations continue to grow and for plan advisors to keep up and continue to deliver value to their clients, they must find ways to manage those expectations. With fee pressures, the proliferation of lawsuits in the industry, new technologies and the need to be more “holistic” in service-delivery, this is no easy task. So, how do plan advisors accomplish all of this while competing for scale, managing their businesses and staying relevant in a booming market?


Over the course of 1.5 days, Institutional Investor’s Retirement Plan Advisor Summits 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 these issues likely to have the greatest impact on their clients and their businesses in the years to come. The sessions themselves will be formatted as case studies, expert perspectives, opinions, discussion tables, and workshops to foster collaboration and idea-sharing among leaders in the ever-evolving retirement plan advisor industry.


We are currently in the process of building out the agenda for the West Coast Retirement Plan Advisor Summit with our Advisory Board. Please find linked below the agenda from 2019's event in Chicago.

2019 Agenda

Advisory Board

Charles Langowski, Principal & CEO, Advanced Capital Group, MN

Constantine Mulligan, CFA, Partner, Cerity Partners, IL

Jason Chepenik, CFP, Managing Partner, Chepenik Financial, FL

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

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

Gregory Cimmino, CFP, AIF, Managing Partner, Institutional Investment Consulting, CT

Todd Kading, CFP®, CPFA™, RF™, President, LeafHouse Financial, TX

Pamela Popp, President, Lockton Retirement Services, MO

Scott Cameron, CFA, Principal, Multnomah Group, OR

Scott Colangelo, Chairman, Prime Capital Advisors, KS

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

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

Vincent Morris, President, Resources Investment Advisors, Inc., KS

Larry Deatherage, Founder & Managing Partner, Retirement Benefits Group, CA

Joshua Schwarz, President, Retirement Plan Advisors, IL

Barbara Delaney, Founder & Principal, StoneStreet Renaissance, NY

Jeff Cullen, Managing Partner, Strategic Retirement Partners, IL

Andre Huaman, Managing Partner, Three Bell Capital, CA

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

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

Brett Shoffner, President, Work Plan Retire, FL


The Ritz-Carlton

United States

4375 Admiralty Way
Marina Del Rey, CA 90292




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For more information, please contact:

Lauren Feldman

(212) 224 3689