PLANADVISER National Conference

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PANC 2013: Optimizing Plan and Practice Outcomes

Best practices for retirement plan advisers.

September 9-11, 2013
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.

The 2013 PLANADVISER National Conference provides a forum 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.

The conference agenda incorporates the most significant trends and challenges facing retirement plan advisers, with a specific focus on preparation that will help you stay ahead of peers and manage growth in today's competitive environment.

This year’s panels concentrate on: 

  • The ultimate 401(k);
  • Fiduciary standards;
  • Leveraging fee disclosures;
  • Plan design optimization;
  • Pricing your fees for service; and
  • The latest goings-on at Washington, D.C., regulatory agencies;


NEW THIS YEAR: Hear from the PLANSPONSOR Retirement Plan Adviser of the Year finalists before we announce the 2013 winners!  This year, see winners named in three categories: PLANSPONSOR Retirement Plan Adviser of the Year, the Retirement Plan Adviser Team of the Year and the Retirement Plan Adviser Multioffice Team of the Year.


Opening Night After Dinner Speaker

Pat Riley

President, The NBA's Miami Heat

One of the most successful coaches in NBA history, Pat Riley understands the keys to gaining a competitive advantage─ and winning.

Current president and former head coach of the Miami Heat, Pat Riley is the consummate competitor who knows the exhilaration that comes with winning. He guided the Heat to the playoffs in each of his first three seasons with them, led the team to win the 2006 NBA Championship─the franchise's first title and most recently the 2012-2013 Championship. Riley shares his strategies for winning and outdistancing the competition on the court─and off. Riley understands the psychology of teamwork and personal excellence and is a master at creating organizations whose achievements are greater than the sum of their parts. He shows how to recognize the cycles of team change and make the most of every opportunity. Author of Showtime and The Winner Within, the Sporting News recently named Riley one of the 50 greatest coaches of all time.

Mr. Riley will be speaking at the opening night dinner on September 9th, sponsored by MassMutual Retirement Services.  

roundedTop PANC golf
Seventh Annual PANC Golf Tournament

Sunday, September 8, 2013, The Ritz-Carlton Golf Club

Advisers are invited to play in the Seventh Annual PANC Golf Tournament on Sunday, September 8th, 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).

At the PANC Golf Tournament:

·         Win a 2013 BMW 335 in the hole-in-one competition on the 4th hole

·         Sink a 60-foot putt for a $5,000 cash prize

·         Contend with Long Drive Champion Tim Burke on the 18th hole


To view the information and photo gallery from the 2012 event, click here.  

Sponsorship Information: Mike Garity | 617-670-4710 |

General Information: Carol Popkins | 203-595-3282 |


Exhibitors list as of 9/5/2013 10:07:36 AM

  • ADP Retirement Services
  • AllianceBernstein Defined Contribution Investments
  • Allianz Global Investors
  • American Beacon Advisors, Inc.
  • American Century Investments
  • American Funds
  • Ameritas
  • BlackRock DC
  • BNY Mellon Investment Management
  • Columbia Management®
  • Commonwealth Financial Network
  • CPI Qualified Plan Consultants, Inc.
  • Delaware Investments
  • Deutsche Asset & Wealth Management
  • Eaton Vance Investment Managers
  • Federated Investors
  • Fidelity Investments
  • Franklin Templeton Investments
  • F-Squared Investments
  • Goldman Sachs Asset Management
  • Guardian Retirement Solutions™
  • Harbor Funds
  • Hartford Mutual Funds
  • ING US Retirement Solutions
  • Invesco
  • Ivy Funds
  • J.P. Morgan Asset Management
  • Janus Capital Group
  • John Hancock Mutual Funds
  • John Hancock Retirement Plan Services
  • Lincoln Financial Group®
  • LPL Financial
  • Managers Investment Group, LLC
  • MassMutual Retirement Services
  • MetLife
  • Milliman
  • Nationwide Financial
  • Nationwide Funds
  • Natixis Global Asset Management
  • Neuberger Berman
  • New York Life Retirement Plan Services
  • Nuveen Investments
  • OneAmerica
  • OppenheimerFunds
  • Pacific Life
  • Paychex, Inc.
  • Prudential
  • Putnam Investments
  • RidgeWorth Investments
  • ShareBuilder 401k by Capital One
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • The Newport Group
  • The Principal Financial Group®
  • Thornburg Investment Management
  • Transamerica Retirement Solutions
  • Wells Fargo Advantage Funds®  
  • Wilmington Trust
  • WisdomTree