FAAF08

About the Event

Conference Agenda

Who Should Attend

Speaker List

Sponsor This Event

Registration Information

Pricing & Accomodations

Register for this event

Contact Us

Venue Information

Video Invite


 

SPONSORSHIPS
Foster Wright
203 595 3280
fwright@plansponsor.com

GENERAL INQUIRIES
Carol Popkins
203 595 3282
cpopkins@plansponsor.com

 


Exhibitors

Plan Designs 2009



Break Time

Registration Table

Signing In

PLANSPONSOR Creative
Director SooJin Buzelli

The Conference Begins

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Getting Acquainted

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Comparing Notes
 

PLANSPONSOR Editor-in-Chief
Nevin Adams Kicks Things Off

Reviewing the most
innovative plan designs

Walking the aisle

Questions from the audience

Taking notes

The audience responds

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Waiting to ask a question

IIC Managing Director
Michael Kozemchak makes a point

Henry Yoshida of the
The Maresh-Yoshida Group


PS Founder Charlie Ruffel
introduces the Washington update panel


The Washington Update panel

Washington update from Reish & Reicher’s Jason Roberts, Groom Law’s David Levine, and Nationwide’s Bridget Hagan,

Carol Cachey asks for clarification

Bridget Hagan explains where things stand

David Levine makes a point

Coffee Break

Checking In

A break in the action

Coffee break

Making introductions

Wellspan Health's Shirley Dwyer,
Strategic Retirement Group's David Hinderstein
and AllianceBerstein's Matt Mintzer

Between sessions

Catching up

Hot Topics Panel; Michael Kozemchak, Mike Barry, Jeb Graham, and Jason Bortz

CapTrust Financial Advisors' Jeb Graham explains

A question from the floor

A quick snack

Checking out the Nationwide booth

EWM

Northern Trust booth

Morningstar's Rod Bare makes some new friends

Diversified Investment Advisors

Van Kampen

In the exhibit hall

Sharing ideas

An engaging discussion

The exhibit hall

T. Rowe's Heidi Walsh, Avatar Associates' Michael Case Smith and M.A. Mortensen's Annette Grabow

Avatar Associates' Michael Case Smith explains

Discussing "Reasonable Doubts"

Diversified's Steve Smith, Plan Sponsor Advisors' Jennifer Flodin & Dana Malone of Towers Perrin

Question about fee disclosure

Towers Perrin's Dana Malone

Reasonable doubts audience

PLANADVISER Managing Editor Alison Cooke asks a question

A question from the floor

An entertaining moment

Putting together a practical RFP; Shirley Dwyer, David Hinderstein, Mike Kozemchak, and Peter Margiotta

David Hinderstein, President, Strategic Retirement Group

Exploring retirement income solutions

2009 Non-profit Plan Sponsor of the Year Shirley Dwyer shares insights

Connecting in the exhibit hall

Making a point

Information from the IRS

M&I

T. Rowe Price

FedEx's Renee Mehmed

The "Mixed Messages" panel prepares for their session

Daniel Weber, Head of Investment Strategies Group, Lincoln Financial Group

Chip Morton, Randy Long, Rick Canipe and Jason Roberts discuss pros/cons of fiduciary advisers

Chip Morton, PLANSPONSOR Retirement Plan Adviser of the Year finalist

Target practices panel; Kamila Kowalke, Dow Jones Indexes, Daniel Weber, Lincoln Financial Group, Rod Bare, Morningstar Inc.

Adviser Consents panel; Chip Morton, Randy Long, Rick Canipe and Jason Roberts discuss pros/cons of fiduciary advisers

Focusing on target date fund practices

CapTrust Financial Advisors' Jeb Graham asks a questi

The Fairmont Chicago
200 N. Columbus Dr.
Chicago, IL 60601

AGENDA

Day 1—June 3, 2009
11:30 a.m.- 1:00 p.m. Registration with Buffet Lunch
1:00 p.m. Conference begins

 

Day 2—June 4, 2009
8:00 a.m.-5:45 p.m.
Conference

 

Day 3—June 5, 2009
8:30 a.m.-12:15 p.m.
Conference


SPONSORS


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