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.
Brett is the President of Work Plan Retire. His focus since 2001 has been consulting to employers on their retirement plans, with offices in South Florida, Denver, and New York.He has advised an employer clientele in excess of $1 billion in retirement plan assets and currently servicing over 50 retirement plan clients for American Portfolios.
Brett is an Accredited Investment Fiduciary working at American Portfolios and is currently enrolled in the TRAU Retirement Advisor University program, the first retirement planning certification program associated with a nationally recognized institution of higher learning, offered through UCLA’s Anderson School of Management. He has been on several National Advisory Boards of top 401k providers such as Prudential, ING and Alliance Bernstein. He is a frequent speaker at client and industry events and conferences.
Before joining American Portfolios in 2001, Brett was Vice President of Retirement Consulting for 401k Exchange, an industry research firm. He assisted employers with the implementation of Qualified Plans in the State of Florida.
Prior to 401k Exchange, Brett was with Ivy Funds, an investment management firm specializing in global money management. Brett began there as a Regional Vice–President advising RIA channels and Broker-Dealers such as Merrill Lynch and Morgan Stanley within a multi-state region. His duties evolved into a Senior Institutional Analyst position where he began working with large defined benefit clients such as Walmart and Auto Nation. Brett helped develop the infrastructure of the Institutional Marketing Department, working closely with the Chief Investment Officer to offer institutional money management services.
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
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