Retirement Plan Advisor Summit - West 2022

Sep 27th - Sep 28th 2022
The Ritz-Carlton
Marina Del Rey, CA (Los Angeles)

Stay tuned for updates...

Institutional Investor Forums is excited to announce our 2022 in-person calendar of events. The Summits bring together the nations' top retirement plan advisors in networking and to make the investment decisions and practice management choices that will best serve their underlying clients through expert led panel discussions, presentations, guest speakers and live market research.


Assumption of Risk

An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.



Coming soon...

Download the 2021 Agenda




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Advisory Board
  • Stace Hilbrant, Managing Director, 401k Advisors
  • Michael Sasso, Principal, CAPTRUST
  • Constantine Mulligan, Partner, Midwest, Cerity Partners
  • Chuck Williams, Chief Executive Officer, Finspire
  • Amy Glynn, Managing Partner, Global Retirement Partners Advisor Alliance (GRPAA)
  • Rick Rogers, Principal, Consultant, Innovest
  • Todd Kading, CEO, Founder, Leafhouse Financial
  • David K. Stofer, Managing Director, Retirement Plan Solutions, Mariner Wealth Advisors
  • Joshua E. Ulmer, Executive Director, Institutional Consulting Director, Morgan Stanley at Work | Graystone Consulting
  • Jania Stout, Senior Vice President, OneDigital Retirement and Wealth
  • Doug Prince, Co-Founder, Advisor, ProCourse Advisors
  • Matthew Eickman, National Retirement Practice Leader, Qualified Plan Advisors (QPA)
  • Jeff Cullen, Managing Partner, Strategic Retirement Partners
  • Barbara Delaney, Founder and Principal, StoneStreet Renaissance, HUB International
  • Michael Welz, President & Chief Investment Officer, USI Advisors
  • Daniel Peluse, Director of Retirement Plan Services, Wayne Hummer Investments, Wintrust Wealth Management
  • Brett Shofner, President, Work Plan Retire, FL
If you are interested in be involved and for more information, please contact:

Cynthia Huynh

Director, Investor Relations
Program Manager
Institutional Investor Memberships & Forums 
Upcoming Events

June 14-15, 2022 | In-Person Conference

Retirement Plan Advisor Summit - Southeast 2022

Miami Beach, FL

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July 19-20, 2022 | In-Person Conference

Retirement Plan Advisor Summit - Central 2022

Chicago, IL

Learn more