2020 PLANADVISER National Conference

Online Conference  |     |  

We’re excited to have you join our 2020 PLANADVISER National Conference!

Registered attendees, please enter the conference here.

Essential Connections: People, Ideas, Opportunities

Each year, the PLANADVISER National Conference brings together the best and the brightest in the retirement plan advisory industry, providing an opportunity for learning, networking and making connections with peers and providers.

Though our conference will be hosted digitally this year, we remain committed to our mission, and we know that PANC 2020 will be one of our best events yet. The agenda designed earlier this year has been mostly abandoned, with a new agenda in development that deals with the most pressing issues your practice is facing, created after discussions with our advisory committee featuring past PLANSPONSOR Retirement Plan Advisers of the Year.

As you look at the virtual environment in which you will be running your practice for the foreseeable future, we will provide an agenda to help you embrace and optimize that. The 2020 conference agenda will examine the usual core categories of client service, practice management, investments and regulatory challenges, but with a current focus. 

The forthcoming agenda includes topics such as:

  • Building practice culture in a virtual setting;
  • Best practices for meetings and quarterly reviews held virtually;
  • Crafting plan design strategies for the new normal;
  • Helping clients with cash flow consideration
  • Prospecting and selling in a socially distant world;
  • What the current investment climate means for investment evaluations; and
  • Defining merger and acquisition (M&A) action from the academic perspective.

We will also dive into the critically important and evolving topics of corporate social responsibility, community engagement and giving back.

We are confident that PANC 2020 will be the premier event for retirement specialist advisers to meet the right people, hear the best ideas and create new opportunities.

2020 PANC Advisory Board

Daniel Bryant, Sheridan Road Financial
Ken Catanella, The Catanella Institutional Consulting Team of UBS
Joe Connell, Sikich Financial
Jason Chepenik, Chepenik Financial
Steven Dimitriou, of Mayflower Advisors,
Barbara Delaney, StoneStreet Advisor Group
Rita Fiumara, of UBS Financial
Michael Goss, Fiduciary Investment Advisors
David Griffin, Atlanta Retirement Partners
Troy Hammond, Pensionmark
Brian Hanna, Everhart Advisors
Stace Hilbrant, 401k Advisors LLC
Christopher Kulick, CAPTRUST
Ellen Lander, Renaissance Benefit Advisors
Randy Long, SageView Advisory Group
Vince Morris, RIA
John Mott, Morgan Stanley
Jania Stout, Fiduciary Plan Advisors
Gordon Tewell, Innovest Portfolio Solutions
Blake Thibault, Heffernan Financial Services
Joseph Topp, Francis Investment Counsel
Josh Ulmer, Morgan Stanley
Mike Volo, Cammack Retirement Group
Rick Wedge, Pensionmark

Sponsorship Information

Rob Reif | 203-258-6622 |

General Information

Carol Popkins | 203-461-0985 |