Retirement Plan Advisor Summit - Central 2024

Jul 9th - Jul 10th 2024
Four Seasons Hotel

Over one and half days, Institutional Investor’s Retirement Plan Advisor Institute 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.

We hope you will join us for our 7th Annual Retirement Plan Advisor Summit in Chicago on July 11-12!

Advisory Board

Kyle Nelson, Senior Retirement Plan Advisor, bergakdv

Michael Sasso, Principal, CAPTRUST

Constantine Mulligan, Partner, Midwest, Cerity Partners

Chuck Williams, Managing Partner, Chief Executive Officer, Finspire

Amy Glynn, Managing Partner, GRPAA

Brad Arends, Co-Founder, Chief Executive Officer, intellicents

Joshua Ulmer, Managing Director, Institutional Consulting Director, Graystone, Morgan Stanley

Sean Kelly, Vice President, Heffernan Financial Services

Janine Moore, Senior Vice President, Retirement Practice Leader, HUB Retirement and Wealth Management

Rick Rodgers, Principal, Innovest Solutions

Todd Kading, Chief Executive Officer, Co-Founder, Leafhouse Financial

Stephen A. Oliver, Founder, Manhattan Ridge Advisors

Saumen Chattopadhyay, Chief Investment Officer, OneDigital Retirement + Wealth

Jamie Linkowski, President, PRIMESolutions Advisors, LLC

Matthew Eickman, National Retirement Practice Leader, Qualified Plan Advisors (QPA)

George Fraser, Managing Director, Retirement Benefits Group

Kelli J. Davis, Vice President, Retirement Plan Consulting

Barbara Delaney, Principal, StoneStreet | Renaissance (SSRBA)

Erin Hall, Managing Director, Strategic Retirement Partners

Jeff Cullen, President, Strategic Retirement Partners

Stephen M. Welch, Vice President, Corporate Retirement Director, The Foote Welch Group Morgan Stanley Wealth Management

Brett Shofner, President, Work Plan Retire


If you are interested in becoming involved or would like more information, please contact:

Cynthia Huynh

Executive Director, Head of Investor Relations

Institutional Investor