Retirement Plan Advisor Summit - Central 2024

Jul 9th - Jul 10th 2024
Four Seasons Hotel
Chicago, IL

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 9-10!

Advisory Board

Michael Sasso, Principal, CAPTRUST

Connie Mulligan, Partner, Director of Investments, Cerity Partners

Kelly Famiglietta, Partner, Head of Qualified Plans, Charles Stephen and Company, Inc,

Chuck Williams, Chief Executive Officer, Managing Partner, Finspire

George Fraser, Managing Director,Fraser Group at Retirement Benefits Group

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

Brian Collins, Chief Investment Officer, HUB International Retirement and Private Wealth

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

Kyle Nelson, Financial Consultant, intellicents

Rick Rodgers, Principal, Innovest

Steve Oliver, Founder, Manhattan Ridge Advisors

David Stofer, Managing Director, Senior Retirement Plan Advisor, Retirement Plan Solutions, Mariner Retirement Advisors

Craig J. Reid, National Practice Leader, Retirement & Wealth, President, Marsh McLennan Agency Retirement and Wealth

Josh Ulmer, Managing Director, Wealth Management, Institutional Consulting Director, Graystone Consulting from Morgan Stanley

Stephen Welch, Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director, Foote Welch Group at Morgan Stanley

Saumen Chattopadhyay, Chief Investment Officer, OneDigital Retirement & Wealth

Jason Chepenik, Senior Vice President, OneDigital Retirement & Wealth

Joe Hatfield, Vice President, OneGroup Retirement Advisors

Matthew Eickman, National Retirement Practice Leader, Qualified Plan Advisors

Kevin Mahoney, Managing Director,The Mahoney Group, Raymond James

Josh Schwartz, President, Retirement Plan Advisors

Randy Long, Founder, Chairman, SageView Advisory Group

Leah Sylvester, Partner, Director of Retirement Plan Services, Shepherd Financial

Barbara Delaney, Principal, StoneStreet Renaissance/HUB International

Erin Hall, Managing Director, Strategic Retirement Partners

Jeff Cullen, Managing Partner, Strategic Retirement Partners

Daniel Peluse, Executive Director- Retirement Benefits Advisor, Wintrust Investments

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


Upcoming Events

February 7-8, 2024

Retirement Plan Advisor Summit- Southeast 2024

Lake Wava Nona - Orlando, FL 

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September 25 - 26, 2024

Retirement Plan Advisor Summit- West 2024

Sofitel- Beverly Hills, CA

Learn More