Agenda
401kWire's Thought Leadership Series
Influencers' Summit 2011: See 2020
March 8-9, 2011
Mandarin Oriental, City Center / Las Vegas, NV
Call 702-590-8888 to book your room.
As of March 3, 2011. Agenda subject to change.
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Tuesday, March 8
1:00 p.m. - 6:30 p.m.
Registration
1:15 p.m. - 1:30 p.m.
Welcome and Opening
- Sean Hanna, Publisher, The 401kWire
1:30 p.m. - 2:30 p.m.
The Advisor's Role
- Fred Barstein, Executive Director, The Retirement Advisor University
2:30 p.m. - 2:45 p.m.
Break
2:45 p.m. - 3:45 p.m.
Distribution of the Future
The last decade saw the rise of the retirement plan advisor as the key distribution method for all 401(k) market segments under $100 million, with many advisors even reaching above that. Pending fee disclosure and fiduciary regulations will shift the playing field for advisors and their broker-dealers, but how far will those changes go over the next ten years?
- Moderator: Fred Barstein
- Pat Oberlander, UBS
- Joe Mrozek, Bank of America Merrill Lynch
- Bill Elmslie, ING
- Joe Masterson, Diversified Investment Advisors
3:45 p.m. - 4:00 p.m.
Top Retirement Advisors Award
4:00 p.m. - 5:00 p.m.
Top Retirement Advisors Roundtable
- Moderator Neil Anderson, Associate Editor, The 401kWire.com
- Top Micro-Market Advisor, TBA
- Top Small-Market Advisor, TBA
- Top Mid-Market Advisor, TBA
- Top Large-Market Advisor, TBA
5:30 p.m. - 7:30 p.m.
Award Networking & Reception
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Network with the 100 Most Influential of the Defined Contribution Industry.
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Wednesday, March 9
7:30 a.m. - 3:30 p.m.
Conference Registration
7:30 a.m. - 8:00 a.m.
Refreshments & Registration
8:00 a.m. - 8:10 a.m.
Opening Remarks
Fred Barstein
Conference Chair
Executive Director, The Retirement Advisor University (TRAU)
8:10 a.m. - 9:10 a.m.
Plan of the Future
The last decade brought the rise of target date funds, open architecture 401(k) platforms and automatic enrollment. What will 401(k) plans look like in another 10 years? Will ETFs and other hot investments find their way into 401(k)s? What work still needs to be done?
- Moderator:Sean Hanna, The 401kWire.com
- Warren Cormier, Boston Research Group
- Jerry Bramlett, Dimensional Managed DC
- Bob Guillocheau, Ascensus
- Fred Reish, Reish & Reicher
9:10 a.m. - 10:20 a.m.
Recordkeeping of the Future
What will the recordkeeping landscape look like in the year 2020? What trends and opportunities are
likely to emerge?
- Moderator:Ben Jones, Russell Investments
- Jude Metcalfe, DST Retirement Solutions
- Hugh O'Toole, MassMutual Retirement Services
- Jim Brockelman, Putnam Investments
10:20 a.m. - 10:45 a.m.
Refreshment Break
10:45 a.m. - 11:45 a.m.
Fiduciary of the Future
Over the last few years, numerous large and jumbo plan sponsors have faced class action lawsuits over 401(k) fees or the use of company stock inside their plans. Meanwhile, the DoL is redefining what it means to be a fiduciary under ERISA. Numerous advisors now consider themselves fiduciaries, and some even claim that recordkeepers or target date fund managers are fiduciaries, too. How will the fiduciary playing field look different in 2020?
- Moderator: Clint Modler, OppenheimerFunds
- Bob Francis, BlackRock iShares
- Steve McCaffrey, National Grid
- Stig Nybo, Transamerica Retirement Services
11:45 a.m. - 12:15 p.m.
Cell Phone Time
12:15 p.m. - 2:00 p.m.
Luncheon with Keynote
Jim McCool, Charles Schwab & Co., Inc.
2:00 p.m. - 2:20 p.m.
Cell Phone Time
2:30 p.m. - 3:30 p.m.
Putting the Pieces Together in the Advisor-Sold Market
Providers across the spectrum find themselves tailoring services different for expert 401(k) advisors and for so-called "blind squirrels." How will the recordkeepers and investment managers of the future cater to a changing 401(k) marketplace in 2020?
- Moderator:
Neil Anderson, The 401kWire.com
- Bill Yoerger, OneAmerica
- Charlie Nelson, Great-West Retirement Services
- Rich Linton, Bank of America Merrill Lynch
- Randy Long, SageView Advisor Group
3:30 p.m. - 4:30 p.m.
Putting the Pieces Together in the Direct-Sold Market
Custom target-date funds, retirement income and automatic deferral increases have all been tested by large 401(k) plans in recent years. How will consultants and providers cater to large plans in 2020?
- Moderator:Lew Minsky, DCIIA
- Mike Sigmund, ACS
- Toni Brown, Mercer
- Cindy Moehring, MGM Resorts International
4:30 p.m. - 4:45 p.m.
Closing
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Agenda is subject to change
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Fred Barstein, The Retirement Advisor University
Jim McCool, Schwab
Jerry Bramlett, Dimensional Managed DC
Warren Cormier, Boston Research Group
Bob Francis, BlackRock iShares
Bob Guillocheau, Ascensus
Rich Linton, BofA Merrill Lynch
Randy Long, SageView Advisory Group
Joe Masterson, Diversified Investment Advisors
Jude Metcalfe, DST Retirement Solutions
Joe Mrozek, BofA Merrill Lynch
Charlie Nelson, Great-West
Stig Nybo, Transamerica Retirement Services
Pat Oberlander, UBS
Fred Reish, Reish & Reicher
Mike Sigmund, ACS
Bill Yoerger, OneAmerica
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