Retirement Plan Advisor Summit - West 2023

Sep 27th - Sep 28th 2023
The Ritz-Carlton
Marina del Rey, CA
The Future of RPAs: Innovations, Disruptions, and Opportunities for Advisors


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.




Available Upon Request


2023 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



“Your team may have achieved a first. You managed to bring together a most sincere, collaborative group of some of our industry's finest professionals. To say this was time well invested is but an understatement...”

President, DCS Pensionmark Retirement Group


“Thanks for the honor of chairing the event. Amazing share of ideas from a top notch group all focused on improving retirement for all….plus it was really fun.. A ++++EVENT!”

Managing Director, Retirement Benefit Group


“…Splendidly run event! Great people! Terrific nuggets of information we can bring to bear in our practices.”

Vice President, Stifel Financial Corp


“I thought everything was awesome- the content, the networking opportunities, the facilities, etc.! I would definitely recommend the conference for any retirement plan specialist advisors!”

SVP, Graystone Consulting Morgan Stanley


“…you guys exceed my expectations!”

Retirement Plan Consultant, Williams Group


“Such a well-run conference and just the right size for meaningful conversation!”

President, Retirement Planology


“Thanks so much for all the work that went into preparing for and executing on this week's RPAS Summit. This was my first experience at an Institutional Investor event, and it far exceeded my expectations...”

National Retirement Practice Leader, Qualified Plan Advisors

If you are interested in be involved and for more information, please contact:

Cynthia Huynh

Executive Director, Head of Investor Relations
Institutional Investor
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