2019 Qualified Plan Advisors Summit

Overland Park, Kansas

2019 Fiduciary Summit Agenda

8:00am-8:30am         
Registration and Sponsor Breakfast
Location:  Overland Park Convention Center Ballroom Pre-Function

8:30am-8:40am         
Welcome Comments
Scott Colangelo, AIF
Chairman; Qualified Plan Advisors

8:40am-8:45am         
Introductions and Summit Kick Off
Matthew Wolniewicz; President; Fi360

8:35am-9:35am
Pension Crisis or Savings Opportunity?
Sarah Simoneaux, CPC:
President; Simoneaux Consulting Services
  • How technology can integrate paycheck and savings choices - including emergency savings, loan repayments, HSA and 401(k)
  • Decoding jargon to help employees understand how all the pieces can work together
  • Why expert face-to-face communication (still) outweighs even the best technology 

9:35am-10:25am
ERISA Attorney Perspective: Legal and Practical Update
Fred Reish, Esq.
Partner; Drinker, Biddle & Reath LLP
  • What is Troubling Our Clients
  • How We're Advising Our Clients
  • Risk and Opportunity on the Horizon

10:25am-10:40am
BREAK

Location: Ballroom Pre-Function

10:40am-11:30am     
Breakout Sessions:
Fiduciary or Participant Wellness Focus
Moderator: Matthew Eickman, J.D., AIF
Director; ERISA Services; Qualified Plan Advisors

Participant Wellness Focus
Moderator: Glenn Spencer
Chief Executive Officer; Qualified Plan Advisors

11:30am-12:20pm     
Financial Wellness: Why it Matters to Your Company and Employees
Robert Cruz, CIMA, C(k)P, CRPS, AIFA
Executive Vice President and Managing Director; Financial Fitness for Life
Christian Mango, AIFA
Executive Vice President; Financial Fitness for Life
  • Recognizing Financial Stress
  • Delivery of Services to Foster Wellness
  • Measuring the Value of Financial Wellness  
 
12:20pm-1:05pm     
Lunch
Location:  Ballroom B

Department of Labor and Legislative Update
John True
Supervisory Investigator; U.S. Department of Labor-Employee Benefits Security Administration
Moderator: Matthew Wolniewicz, AIFA
President; Fi360

1:05pm-1:55pm
Lifetime Income: Different Perspectives on the Problem and Solutions
-Scott Colangelo, AIF
Chairman, Qualified Plan Advisors
-Ralph Ferraro
Senior Vice President, Head of Product, Retirement, Plan Services; Lincoln Financial Group
-Richard T. Luchinsky
Senior Vice President, Head of Financial Institutions and Retirement; American Century Investments
-Doug Macintosh, Jr.
Vice President; Investments; Prudential Retirement
-Vidya Rajappa, CFA
Vice President; Portfolio Manager; American Century Investments
-Moderator: Scott Liggett, J.D.
Director; ERISA Oversight; Qualified Plan Advisors


1:55pm-2:45pm       
An Evolution in Fiduciaries and Employees' Wellness
Matthew Eickman, J.D., AIF
Director; ERISA Services; Qualified Plan Advisors
  • Shifting Fiduciary Focus
  • Implementing Best Practices
  • Implementing Outcomes-Driven Solutions

2:45pm-3:15pm         
Closing Comments
Glenn Spencer
Chief Executive Officer; Qualified Plan Advisors
Matthew Wolniewicz, AIFA
President; Fi360
 

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