2017 Qualified Plan Advisors Summit Dallas

Grapevine, Texas

2017 Dallas Summit Agenda

8:00am-8:45am        
Registration and Sponsor Breakfast
Location:  Yellow Rose Ballroom Pre-Function Area

8:45am-8:50am
Welcome Comments
Scott Colangelo, AIF
Managing Director; Qualified Plan Advisors

8:50am-9:00am
        
Introductions and Summit Kick Off
Robert J. Cruz, CIMA, AIF, CRPS
Director, Retirement Consultant; Allianz Global Investors

9:00am-9:50am  
      
Employment Law Express: Recent Court, Legislative & Regulatory Activity Affecting Employers
Audrey E. Mross, Labor & Employment Attorney
Munck Wilson Mandala, LLP

9:50am-10:40am   
     
Department of Labor and Legislative Update
Bryce Carroll, Associate Regional Director; Department of Labor
Moderator: Matthew Eickman, J.D., Director; ERISA Services; Qualified Plan Advisors
-Refreshing on Existing Law
-Update to Address Changes
-Identifying Items for Your "To Do" Lists

10:40am
BREAK     

10:50am-11:40am  
   
Recordkeeper Perspectives: A Roundtable Presentation
Panelists include: Fidelity, MassMutual and Newport Group
Moderator:  Brandon McCormick; Qualified Plan Advisors

Representatives from leading recordkeeper/TPAs will respond to practical questions impacting participants, plan sponsors, and fiduciaries, and identify the tools and services that help to distinguish providers from one another.

11:45am-12:30pm    

Lunch
Location:  Yellow Rose Ballroom Pre-Function

12:35pm-1:25pm
The New Fiduciary World: Opportunities Abound
*Sponsored by Newport Group
Matthew Eickman, J.D., Director; ERISA Services; Qualified Plan Advisors
-Fiduciary Regulation Update
-Understanding the Policy of Stronger Fiduciary Standard
-Pursuing Opportunities

1:25pm-2:15pm 
       
Return on Your Investment: How and Why You Should Measure It
*Sponsored by Fidelity Investments
Scott Colangelo, AIF, Managing Director; Qualified Plan Advisors
-Assessing the Reasons for Your Plan
-Gathering & Assessing Data
-Short-, Mid-, and Long-term Benefits to Maximizing Your Plan's Effectiveness

2:15pm-3:05pm        

Roundtable Presentation: Addressing Your Questions & Needs
Moderator: Bentley Ford, Dallas Branch Manager, Qualified Plan Advisors
Panel Members:
-Scott Colangelo, AIF
-Robert Cruz, CIMA, AIF, CRPS
-Matthew Eickman, JD

3:00pm-3:15pm
        
Closing Comments
Robert Cruz, CIMA, AIF, CRPS
Director, Retirement Consultant; Allianz Global Investors
 

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