Retirement Plan Advisor Summit - Central 2021

Sep 29th - Sep 30th 2021
Park Hyatt
Chicago, IL

Start Your Retirement Engines:

Redesigning Your Normal Course of Business

View Full Agenda

As retirement plan advisors move forward into a post-pandemic future, advisors need to find a balance between what worked in the past, and the skills needed to succeed in the new “normal”. There are several areas in investment and practice management where retirement plan advisors made significant strides this year. Now more than ever, plan sponsors enlist the advice of plan advisors to provide guidance on retirement plans and how to tackle the new challenges they face. Many are struggling to cope with the rising demand for skilled talent, adoption of technology for cybersecurity and the development of innovations that can deliver new clients.

Over the course of one and half days in a safe, socially-distant setting, Institutional Investor’s 4th Annual Retirement Plan Advisor Summit will provide c-suite level executives from the most innovative and important retirement plan advisor firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses will have to face in the foreseeable future. The sessions will be formatted as case studies, expert perspectives, opinions, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry.


Advisory Board

The agenda for each meeting is developed by our Advisory Board of retirement plan advisor executives to ensure the content is created ‘by RPAs, for RPAs.’

Stace Hilbrant, Managing Director, 401k Advisors

Charles Langowski, Principal and CEO, Advanced Capital Group

Ben Sithens, Vice President – Investment, Alliant Retirement Group

David Griffin, Senior Vice President, Atlanta Retirement Partners

Kathleen A. Kelly, CRPS, AIFA, Managing Partner, Compass Financial Partners

Chuck Williams, CFP, C(k)P, CRPS, CRPC, AIF®, Chief Executive Officer, Finspire

Joshua E. Ulmer, Senior Vice President, Institutional Consulting Director, Graystone Consulting

Todd Kading, , CFP®, CPFA™, RF™, President, Leafhouse Financial

Richard Rogers, AIFA, Principal, Innovest

David K. Stofer, ChFC, CLU, Managing Director, Retirement Plan Solutions, Mariner Wealth Advisors

Vincent Morris, President, OneDigital Retirement and Wealth


Jason K. Chepenik, CFP, Senior Vice President, Retirement & Wealth, OneDigital Retirement Services

Michael Sasso, Partner, Co-Founder, Portfolio Evaluations, Inc.

Doug Prince, AIFA, Co-Founder, Advisor, ProCourse Advisors

Ellen Lander, Principal, Renaissance Benefit Advisor Group

Larry Deatherage, Founder & Managing Partner, Retirement Benefits Group

Joshua Schwartz, President, Retirement Plan Advisors, LLC

Randy Long, Managing Principal, SageView Advisory Group

Daniel Peluse, Director of Retirement Plan Services, Wayne Hummer Investments, Wintrust Wealth Management

L. Rita Fiumara CIMA, CRPS, Senior Vice President - Investments, UBS

Michael Welz, CFA, CAIA, CIMA®, President & Chief Investment Officer, USI Advisors

Brett Shoffner, President, Work Plan Retire

Upcoming Events

September 23-24, 2021 | In-Person Conference

Retirement Plan Advisor Summit - Southwest 2021

Scottsdale, AZ

Learn more



September 29-30, 2021 | In-Person Conference

Retirement Plan Advisor Summit - Central 2021

Chicago, IL

Learn more

For more information, please contact:

Cynthia Huynh

Institutional Investor, Memberships & Forums