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Retirement Plan Advisor Summit - Central 2023
11
Jul
-
12
Jul
2023
When
Chicago

USA
Where

Over one and half days, Institutional Investor’s Inaugural Retirement Plan Advisor Summit will provide senior-level executives the most innovative and essential retirement plan advisor firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry. Attendees will share ideas and discuss solutions to some of the most predominant issues facing the industry today.

Why Attend

Retirement Plan Advisor Summit - Central 2023

Bag current strategies and trends in the field of retirement plan advisor industry.

Grow

Gain insights and practical solutions from diverse perspectives, empowering you to navigate complex challenges and elevate your clients and business.

Experience

Attend interactive sessions and discussions to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry.

Be inspired

Draw inspiration from top leaders who will share ideas and discuss solutions to some of the most prevalent issues facing the retirement plan advisory industry today.

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Institutional Investor convenes the world’s asset managers and owners through gold standard experiences. Whether in-person or digitally, we deliver highly-curated and valuable business experiences such as innovative events, competitive intelligence, commercial exposure, capital placement and private community – all designed to facilitate professional and business growth.

11 - 12 Jul 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Vincent Allegra
Senior Managing Director
Frank Bitzer
National Director ERISA Consulting Services
Sean Bjork
President
Chris Braccia
Chief Investment Officer
Brett Dankowski
Sr Retirement Plan Consultant
Kelli Davis
VP Retirement Plan Consulting
John Doyle
SVP, Senior Defined Contribution Strategist
Jessica Fox
Managing Director, Head of Strategic Accounts
Leah Sylvester
Director - Retirement Plan Services
David Stofer
Managing Director
Joe Hendrickson
Vice President, RIA Distribution
Jeff Cullen
Managing Partner

Sponsors and Exhibitors
Brand, Media and Promotional Partners

Nationwide

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s.

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s.

Nuveen, a TIAA company

Nuveen is one of the world's largest asset managers, serving institutions, financial intermediaries and individual investors in more than 30 countries, providing investment expertise across the capital structure.

Nuveen is one of the world's largest asset managers, serving institutions, financial intermediaries and individual investors in more than 30 countries, providing investment expertise across the capital structure.

Marsh McLennan Agency

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities.

Capital Group

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.

Transamerica

Life is about more than just money.

Life is about more than just money.

Allianz

The Allianz Group is one of the world's leading insurers and asset managers with more than 100 million private and corporate customers in more than 70 countries.

The Allianz Group is one of the world's leading insurers and asset managers with more than 100 million private and corporate customers in more than 70 countries.

New York Life Insurance Company

For over 175 years we ve been helping people put love into action As a mutual company owned by our policyholders we hold ourselves to the highest standards of transparency objectivity and integrity Recognized as one of Fortune s World s Most Admired

For over 175 years we ve been helping people put love into action As a mutual company owned by our policyholders we hold ourselves to the highest standards of transparency objectivity and integrity Recognized as one of Fortune s World s Most Admired

Nationwide Financial

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States and is rated A+ by both A.M. Best and Standard & Poor’s. Nationwide provide

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States and is rated A+ by both A.M. Best and Standard & Poor’s. Nationwide provides a full range of insurance and financial services

MFS Investment Management

For almost a century, investors have trusted MFS to achieve their investment goals because we stay true to our convictions, and to who we are as active managers. We take the long view. We favor the strongest idea over the strongest individual. Our em

For almost a century, investors have trusted MFS to achieve their investment goals because we stay true to our convictions, and to who we are as active managers. We take the long view. We favor the strongest idea over the strongest individual. Our employees are aligned with what matters most to our

The Standard

The Standard is a leading provider of financial products and services, including group and individual disability insurance, group life and accidental death and dismemberment insurance, group dental and vision insurance, group accident, critical illne

The Standard is a leading provider of financial products and services, including group and individual disability insurance, group life and accidental death and dismemberment insurance, group dental and vision insurance, group accident, critical illness and hospital indemnity insurance, paid family l

Organizer

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