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CONFERENCE CALENDAR

2012 PLANADVISER National Conference

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PANC 2012—Evolving Your Practice in an Era of Change

Best practices for retirement plan advisers focused on transparency, disclosure, and plan and participant outcomes.  

September 10-12, 2012
JW Marriott, Orlando, FL

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

The conference agenda incorporates the most significant trends and challenges facing plan advisers today, with a specific focus on preparation that will help you stay ahead of competitors. This year’s panels concentrate on:  

  • Plan design optimization; 
  • Pricing your fees for service; 
  • The latest goings on at the Department of Labor and other regulatory agencies; 
  • The next generation of target-date funds; 
  • Retirement income planning versus retirement income products, and more. 

You will 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 insight from our proprietary research. 

To view information from the 2011 event, click here.

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DINNER SPEAKER: TONY LA RUSSA

LEGENDARY BASEBALL MANAGER AND THREE-TIME WORLD SERIES CHAMPION

With three World Series titles and six pennants to his name, Tony La Russa is widely considered one of the best managers in Major League Baseball history, yet the insights he shares are bigger than baseball—leadership qualities and a relentless approach to preparation that inspire greatness in others. 

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Sixth Annual PANC Golf Tournament

Sunday, September 9, 2012

Advisers are invited to play in the Sixth Annual PANC Golf Tournament on Sunday, September 9th, 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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Advisers/Consultants: $695 (Early rate: $495; expires July 31, 2012)   

Sponsorship Information: Mike Garity | 203-979-3563 | mgarity@assetinternational.com 

General Information: Carol Popkins | 203-595-3282 | cpopkins@assetinternational.com 

Exhibitors list as of 8/23/2012 1:59:40 PM

  • ADP Retirement Services
  • AllianceBernstein Defined Contribution Investments
  • Allianz Global Investors
  • American Beacon Advisors
  • American Century Investments
  • American Funds
  • Ascensus
  • BlackRock 
  • BMO Institutional Trust Services
  • Buffalo Funds
  • Columbia Management
  • Commonwealth Financial Network
  • CPI Qualified Plan Consultants, Inc.
  • Delaware Investments
  • DIVERSIFIED
  • Dreyfus
  • DWS Investments
  • Eaton Vance Investment Managers
  • ExpertPlan – Retirement Plan Services
  • Fidelity Investments
  • Fidelity Investments 401k
  • Franklin Templeton Investments
  • Goldman Sachs Asset Management
  • ING Investment Management
  • Ivy Funds
  • J.P. Morgan
  • Janus Capital Group
  • John Hancock Financial Network
  • John Hancock Mutual Funds
  • John Hancock Retirement Plan Services
  • Lincoln Financial Group
  • LPL Financial
  • Managers Investment Group
  • MassMutual Retirement Services
  • MetLife
  • MFS Investment Management
  • Nationwide
  • Natixis Global Asset Management
  • Neuberger Berman
  • New York Life Retirement Plan Services
  • Nuveen Investments
  • OneAmerica
  • OppenheimerFunds
  • Pacific Life Insurance Company
  • Paychex, Inc.
  • Payden Mutual Funds
  • PIMCO
  • Pioneer Investments
  • Principal Financial Group
  • Principal Funds
  • Prudential
  • Putnam Investments
  • Ridge Worth Investments
  • Securian
  • Sentinel Investments
  • ShareBuilder 401k
  • T. Rowe Price Retirement Plan Services, Inc.
  • TD Ameritrade Trust Company
  • The Hartford
  • The Newport Group
  • Thornburg Investment Management, Inc.
  • TIAA-CREF
  • Transamerica Retirement Services
  • Wells Fargo Advantage Funds®  
  • Wilmington Trust