About
Where advisers connect
The retirement plan advisory industry continues to evolve, both in business structure and in the services provided to sponsors and participants. Advisers need insights and resources to aid them in keeping themselves and their practices relevant. PLANADVISER 360 is a comprehensive, interactive event that provides just those opportunities, all while bringing advisers to a beautiful resort to golf, enjoy the outdoors, swim and spend time with peers.
At PLANADVISER 360, you’ll experience:
| An opportunity to connect and network with peers in retirement, wealth and insurance | Engaging discussions between industry leaders, tackling the most pressing challenges in retirement and participant services today | Insights from peers and industry experts that can help you run your business and serve clients | A celebration of up-and-coming retirement plan advisory firm staff |
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The agenda offers a wide range of educational discussions, story-sharing and conversations on topics, including:
And more! Additional highlights:
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Come join us, and your peers, as we gather to help create a stronger retirement savings system for all.
Check out our Advisory Board
Agenda
Sunday, November 2, 2025
Golf Tournament & Welcome Party
Join your colleagues and friends for an afternoon of fun at the PLANADVISER 360 Golf Tournament!
12:30 p.m. | Tee-off
5:30 p.m. | Awards and Cocktails
The fun continues at Brittlebush Golf Club when PLANADVISER 360 kicks-off with a Welcome Party! Enjoy food, drinks and fun and grab a group for a quick game of glow golf on the practice green!
6:00 – 8:00 p.m. | Welcome Reception
Day 1
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8:45 – 9:45 a.m.
Registration and Breakfast
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9:50 – 10:00 a.m.
Opening Remarks
Alison Cooke Mintzer, Publisher, PLANADVISER
Elizabeth Aidoo, Financial Planner, Manager of DEI and Spanish Language Services, Francis LLC -
10:00 – 10:50 a.m.
Fireside Chat
A top plan adviser sits down with a retirement plan industry executive. -
10:55 – 11:45 a.m.
Can the Convergence of Retirement and Wealth Management Truly Serve Participants?
Industry leaders will debate the pros and cons of retirement and wealth management convergence, what the business model should look like, and how to address the potential for conflicts of interest. Attendees will get a chance to vote on their views.Moderator
Sean Bjork, President, Bjork Asset ManagementPanelists
Jon Anderson, Head of Workplace & Retirement, Cetera Financial Group
Joe DeNoyior, President, Hub Retirement and Wealth Management
Kelli Send, Co-founder, Senior Vice President – Financial Wellness Services, Francis, LLC -
11:45 a.m. – 12:45 p.m.
Main Stage
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12:45 – 1:45 p.m.
Lunch
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1:50 – 2:40 p.m.
Ask the Recordkeepers
Recordkeepers have resources to help retirement plan advisers deliver excellent client service, and advisers have knowledge to help recordkeepers improve their processes. There’s opportunity for collaboration, rather than competition. A top adviser connects with recordkeepers and takes audience questions. -
2:40 – 2:55 p.m.
Industry Talk
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2:55 – 3:10 p.m.
Break
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3:10 – 4:10 p.m.
Main Stage
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4:10 – 5:00 p.m.
The Price Is Right: Correctly Pricing and Structuring Adviser Services
Legislation, changing client needs and industry consolidation have evolved the way advisers are paid. Join an interactive discussion to see whether your fees are too low, too high, or just in line with the industry.Panelist
Kim Cochrane, Director, Client Services, Hub International MidAtlantic -
6:00 – 8:00 p.m.
Opening Night Party and Dinner
Day 2
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7:00 – 8:15 a.m.
Charity Run
Rise and shine and join us to run or walk in the PLANADVISER 360 sunrise Charity Run! For each runner who participates PLANADVISER will donate on their behalf to a local charity. The beautiful 2.6 mile course runs through the golf course and is a perfect way to kick-off day 2 of the conference. Prizes will be awarded for top finishers in both the men’s and women’s heats. Don’t forget to pick up your swag as you head out to start your day!The run will start at Marshall’s Outpost Lawn.
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7:30 - 9:00 a.m.
Breakfast
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9:00 – 9:10 a.m.
Opening Remarks
Rebecca Moore, managing editor of custom content, PLANADVISER -
9:10 – 10:00 a.m.
Fireside Chat
A retirement industry regulator will talk with a top retirement plan adviser about retirement policy, plan governance, the interplay of litigation and policy, and more. -
10:05 – 10:55 a.m.
Managed Accounts vs. TDFs
Experts and top advisers will discuss the pros and cons of managed accounts and target-date funds in defined contribution plan investment menus. They’ll explore the personalization offered and pricing of these investment options.Moderator
Rob Massa, Managing Director, Houston Market Retirement Practice Leader, Qualified Plan AdvisorsPanelists
Bill Ryan, Partner, Head of Defined Contribution Solutions, NEPC
Sean Kelly, Vice President, Financial Advisor, Heffernan Financial -
10:55 – 11:25 a.m.
Break
-
11:25 – 12:15 p.m.
Table Topics: Practice Challenges and Opportunities
For advisory firm support staff, industry leaders will discuss retirement plan advisory industry challenges. Then attendees will break into groups to discuss opportunities for advisers’ businesses and practice management. -
11:25 – 12:15 p.m.
Table Topics: Service Models
Industry leaders will discuss how services are evolving to include broader discussions of plan design, outcomes and participant services. Then attendees break into groups to discuss current best practices in serving plan sponsors and participants.Facilitators
Kristi Baker, Managing Partner, CSi Advisory Services, a division of HUB International
Derek Fiorenza, Co-Founder, Summit Group Retirement Planners -
12:20 – 1:10 p.m.
Workshop
sponsored by TIAA -
12:20 – 1:10 p.m.
Workshop
sponsored by The Standard -
1:10 – 2:10 p.m.
Lunch
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2:10 – 2:40p.m.
Workshop: Mapping the 401(k) Client Experience
Learn how to market to a new generation of plan committee members.Speaker
Rebecca Hourihan, Founder and Chief Marketing Officer, 401(k) Marketing -
2:10 – 2:40p.m.
Workshop: Refining Your Brand and Message
Hear tips for making subtle adjustments to strengthen your brand identity and how you convey it to others. -
2:45 – 3:00 p.m.
Industry Talk
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3:00 – 3:50 p.m.
Case Study: Running a Modern Plan Advisory
A top adviser and one of their team members will talk about factors that go into practice building and practice management and how to adapt to evolving industry trends. They will share their stories, including pitfalls and successes. -
3:50 – 4:20 p.m.
Break
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4:20 – 4:35 p.m.
Industry Talk
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4:35 – 5:15 p.m.
Essential Workers: The Support Staff That Make Plan Advisories Great
Panelists who work behind the scenes at an advisory discuss their roles and how they add to the team, as well as what drew them to the advisory industry. -
5:15 – 6:00 p.m.
Emerging Leader and Excellence in Operations Awards
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6:00 – 7:30 p.m.
Post-Awards Celebration
Day 3
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7:30 – 8:30 a.m.
Breakfast
-
8:30 – 8:40 a.m.
Opening Remarks
-
8:40 – 9:30 a.m.
Ask the Plan Sponsors
Hear from retirement plan sponsors what they value in an adviser and what needs could still be met.Panelist
Thea Ammon, Senior Benefits & Wellness Administrator, OneAZ Credit Union -
9:30 – 9:40 a.m.
Transition to Workshops
Attendees choose between attending the Emerging Leader Workshop for more junior advisory firm employees or the Expanding Your Practice Workshop about how advisory shops can leverage their expertise to support health/welfare plan sponsors. -
9:45 a.m. - 12:00 p.m.
Emerging Leader Workshops
The Why
Industry-leading advisers will share stories and facilitate exercises to help less senior advisory firm staff create a personal brand; determine their best skill set and focus; and help them recognize the challenges and optimal practices of emerging leaders. Whether in advising, operations, client relations, data, participant education or some other piece of the business, they’ll learn pragmatic steps to stay on the path to success in the industry.The Knowledge and Skills.
Industry-leading advisers will share tips and resources to help less senior advisory staff learn the soft skills and technical knowledge needed to succeed in their role and build expertise and confidence. Topics for this workshop include advisory business basics; technology; mechanics of retirement plans; industry jargon vs. client vocabulary; building professional relationships; managing a busy schedule; and more.Facilitator
Phil Sherman, Senior Retirement Plan Consultant, Deschutes Investment Consulting LLC -
9:45 a.m. - 12:00 p.m.
Fiduciary Best Practices for Health Benefit Plans Workshop
You may not be interested in becoming a health care expert, and you definitely don’t want to disrupt any current relationships you have, but changes are coming for your plan sponsor clients, and you don’t want to be unable to answer when a client has questions. Join us for this introductory workshop that includes expert-led educational exercises.Part 1: ERISA and Health Benefits
Experts will provide an overview of the requirements of the Consolidated Appropriations Act—what’s here and what’s coming for plan sponsors, and the challenges they may encounter.Part 2: Health Benefit Fiduciary Process
Learn how to apply what you know about the retirement plan fiduciary process, compensation disclosures, contract negotiations, etc. to aid plan sponsors in building a process for their health benefit plans.Speakers
Rory Kane Akers, Vice President, Senior ERISA Compliance Attorney, Lockton Companies
Jason Andrade, Executive Vice President, Partner, The Mahoney Group
Jamie Greenleaf, Co-founder, Fiduciary In a Box
Barbara Delaney, Principal, SS/RBA, a member firm of Global Retirement Partners, LLC -
12:00 p.m.
To-Go Lunch
Register
PLANADVISER 360 focuses on the complete adviser experience, from team building and growth to practice management and efforts beyond an adviser’s practice—reaching the broader advisory industry and advisers’ communities. We hope you can join us.
Pricing
Advisers/Consultants: $325
Promotional rate: $150 if you register before August 1, 2025
Providers (i.e. recordkeepers, asset managers, insurance companies) that are not sponsoring the conference will not be allowed to attend the conference.
Sponsors
Become a sponsor
Join a select group of industry product and service providers who are maximizing their firm’s exposure in front of this highly influential group of retirement plan advisers.
Sponsorship Information: Rob Reif | 212-217-6906 | Robert.Reif@ISSMediaSolutions.com
General Information: Carol Popkins | 203-461-0985 | Carol.Popkins@ISSMediaSolutions.com
Venue
The Westin Kierland Resort & Spa
6902 East Greenway Parkway
Scottsdale, AZ 85254, US
BOOK NOW!
We have reserved a block of rooms at the conference rate of $359.
Click here to reserve your room.
For questions, please contact Lucille.Velander@ISSMediaSolutions.com.
