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CONFERENCE CALENDAR

2011 PLANADVISER National Conference

Print Agenda
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PANC 2011: Ahead of the Curve

Best practice insights to help you build a better retirement plan advisory practice

September 12-14, 2011
The Ritz-Carlton, Orlando, FL 

Join the nation’s premier retirement plan advisers for the industry’s most dynamic and insightful retirement plan adviser gathering—the PLANADVISER National Conference.

The conference agenda incorporates the most significant trends and challenges facing plan advisers today—and does so with a specific focus on how to help you integrate those into your practice. This year’s panels include a focus on: 

• The Commoditization of the Retirement Plan Adviser
• What To Do about Fee Disclosures
• What Your Plan Sponsor Clients Really Want
• How To Build and Manage a Growing Retirement Plan Practice
• What’s Ahead for Target-Date Funds and Retirement Income Offerings
• New Standards for Benchmarking Plan and Participant Success

You’ll have an opportunity to meet and network with peers, tap into the expertise of leading industry experts, probe the product capabilities of the industry’s leading providers, and gain insights from our proprietary research.

For the first time ever—we’re offering a special pre-conference “boot camp” for those who are newer to these programs, or who simply want to catch up (morning before conference begins). View the agenda for more details and please signify that you would like to participate on the registration page.   

Join us at PLANADVISER’s annual National Conference.

To view information from the 2010 event, click here. 

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Fifth Annual PANC Golf Tournament

Sunday, September 11, 2011

Advisers are welcome to play in the Fifth Annual PANC Golf Tournament on Sunday, September 11th, at 1:00pm (Tee-off). Please signify that you would like to participate on the registration page (space will be limited to the first 50 golfers).  

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Click here to register

Advisers/Consultants: $695 

Please note: Registration includes all food, beverages, and conference materials.  

General Information | Carol Popkins | (203) 595.3282 | cpopkins@assetinternational.com   

Sponsor list as of 10/14/2011 3:18:23 PM

Exhibitors list as of 8/3/2011 4:00:34 PM

  • ADP Retirement Services
  • AllianceBernstein Defined Contribution Investments
  • Allianz Global Investors
  • American Century Investments
  • Bank of America Merrill Lynch
  • BlackRock
  • Charles Schwab
  • Columbia Management
  • Commonwealth Financial Network
  • CPI Qualified Plan Consultants, Inc.
  • Diversified Investment Advisors
  • Dreyfus Investments
  • DWS Investments
  • Eaton Vance Investment Managers
  • ExpertPlan, Inc.
  • Franklin Templeton Investments
  • Goldman Sachs Asset Management
  • ING
  • Ivy Funds
  • J.P. Morgan Asset Management
  • John Hancock Financial Network
  • John Hancock Retirement Plan Services
  • Legg Mason Global Asset Management
  • Lincoln Financial Group
  • LPL Financial Retirement Partners
  • M&I Institutional Trust Services
  • MassMutual Retirement Services
  • MetLife Stable Value Solutions
  • Nationwide
  • Natixis Global Associates
  • Neuberger Berman
  • Nuveen Investments
  • OneAmerica
  • OppenheimerFunds
  • Payden Mutual Funds
  • Principal Financial Group
  • Principal Funds
  • Prudential
  • Putnam Investments
  • RidgeWorth Investments
  • Securian Retirement
  • Sentinel Benefits & Financial Group
  • T. Rowe Price Retirement Plan Services, Inc
  • TD Ameritrade Trust Company
  • The Hartford
  • The Newport Group
  • The Standard
  • TIAA-CREF
  • Transamerica Retirement Services