2020 digital series

 

No mask. No middle seat. No social distancing.

Nearly 70 sessions created by an all-advisor steering committee.

Register once for access to the entire series. Join us for live sessions daily September 14th - November 23rd, 2020 at 3:30 pm ET daily or access the on-demand recordings at your convenience.

And best of all…it’s all complimentary.

Kelli Grelles

PHR, SHRM-CP, BFA™, CHSA®

Participant Engagement Consultant

Moneta

Emily White

PPC™, AIF , MBA

Vice President Retirement Partners

LPL Financial LLC

Michael Coelho

C(k)P®, AIF®

Managing Director

SageView Advisory Group

Nicole Hinman

QPA, CPFA, C(k)P

Director, Retirement Plans

Cambridge Investment Research, Inc.

TJ Arcuri

AIF®

Retirement Plan Consultant

Sageview

Meet Your agenda Committee

Vince Morris

President

Resources Investment Advisors

Erin Hall

MBA, AIF, C(k)P, CPFA

Managing Director, Strategic Retirement Partners

Daniel Bryant

President of National Sales, Retirement & Wealth

Sheridan Road Financial, a division of HUB International

Chief Revenue Officer, Advisor2X

Lisa Allen

A special thank you

We owe many thanks to David Reich, National President, Hub Retirement & Private Wealth. As an industry leader, a committee member, and a speaker, he was an integral part of Excel 401(k) and we will miss him dearly. 

Our thoughts and prayers are with his family, friends, and our entire community who has suffered such a loss. 

David Reich, a friend lost too soon. 

 

sessions

  • Sessions will take place daily (Monday - Friday) at 3:30pm ET. 

  • Registration for Excel 401(k) provides access to all sessions.  

  • You will receive a weekly email containing instructions to select which sessions you would like to attend for the following week.

3 Digital Drivers of Employee Education & Engagement Success

September 14, 2020 3:30pm

Target-Date Fund Suitability

September 15, 2020 3:30pm

The Fight for Financial Wellness: How to Overcome Plan Sponsor Objections

September 16, 2020 3:30pm

How Technology is Transforming the Defined Contribution Space

September 17, 2020 3:30pm

Breaking News! 401(k) Specialist Top Advisor by Participant Outcomes 2020 Recipient 

September 18, 2020 3:30pm

Sustainable Investing in DC: A Path Forward 

September 21, 2020 3:30pm

"I Do," and Other Things to Say After a M&A

September 22, 2020 3:30pm

401(k) Performance Metrics that (Really) Matter

September 22, 2020 11:00am

Cash Balance Plans: The Smart Choice for Successful Business Owners

September 23, 2020 3:30pm

Using Behavioral Finance to Improve Employee Outcomes

September 24, 2020 3:30pm

401(k) Facetime: How to Effectively Scale One-On-One Participant Meetings

September 24, 2020 11:00am


On Beyond Fiduciary: Ascending Through the Fire With an Evolving Fiduciary Governance Approach

September 25, 2020 3:30pm

Addressing the Paycheck to Paycheck Reality

September 28, 2020 3:30pm

Opportunities in the Tax Exempt Markets

September 29, 2020 3:30pm

Prospecting & Driving Business in a Virtual Setting

September 30, 2020 3:30pm

Next Level Practice Management

October 1, 2020 3:30pm

Chef Lauren Owens: Eat Better, Feel Better, Be Better!

October 1, 2020 3:30pm

Financial Inclusion for Caregivers and Individuals with Special Needs or Disabilities

October 5, 2020 3:30pm

Three Investment Trends After COVID-19

October 6, 2020 3:30pm

MEPs: Increase Scale and Profitability

October 7, 2020 3:30pm

The Convergence of Health, Wealth, and Retirement

October 8, 2020 3:30pm

Managed Accounts in 401(k) Plans

October 9, 2020 3:30pm

Longevity: Real Life Challenges During Retirement

October 12, 2020 3:30pm

Connecting With Generations

October 13, 2020 3:30pm

Government Retirement Update

October 14, 2020 3:30pm

Retirement Income: Measuring the Water From A Stone

October 15, 2020 3:30pm

Changing Participant Behavior: A Look At Behavior Design

October 16, 2020 3:30pm

Managing a Challenging Conversation With Distressed Plan Sponsors

October 19, 2020 3:30pm

How to Innovate in Your Consulting Practice

October 20, 2020 3:30pm

401(k) Myth Busters: When Common Sense Turns Out to be Wrong

October 21, 2020 3:30pm

Integrating Financial Wellness Into A Broader Benefit Solution

October 22, 2020 3:30pm

Health Care is Not a Six-Figure Word 

October 23, 2020 3:30pm

What You Need to know about Pooled Employer Plans (PEPs)

October 26, 2020 3:30pm

The Hidden Fiduciary Risks You Need to Know Now

October 27, 2020 3:30pm

Converting Prospects to Clients in 2 Minutes

October 28, 2020 3:30pm

Define Outcome Investing

October 29, 2020 3:30pm

How to Avoid Burnout and Manage Stress

October 30, 2020 3:30pm

Inside the Mind of a Plan Sponsor

November 2, 2020 3:30pm

Better Together: Advisor and TPA Partnerships for Better Client Experiences

November 3, 2020 3:30pm

The Retirement Industry in 2030: What Does the Future Hold?

November 4, 2020 3:30pm

Home Office Insights

November 5, 2020 3:30pm

Student Loan Assistance within an Overarching Financial Wellness Benefit

November 6, 2020 3:30pm

The Evolution from Plan Advisor to Holistic Benefits Consultant

November 9, 2020 3:30pm

Are Good Savers Good Spenders?

November 10, 2020 3:30pm

ESG, SRI, and Impact Investing: What's the Difference?

November 11, 2020 3:30pm

Expand your Practice in the Governmental Retirement Plans Marketplace

November 12, 2020 3:30pm

The Time Is Now: Making Financial Services the Most Beloved Industry

November 13, 2020 3:30pm

Blackrock Presentation

November 16, 2020 3:30pm

The Advisory Firm in a Post-COVID World

November 17, 2020 3:30pm

Participant Education in Virtual Meetings: Three Keys to Success

November 18, 2020 3:30pm

The Latest & Greatest on Plan Sponsor Governance

November 19, 2020 3:30pm

Wake Up Your Social Media Presence

November 20, 2020 3:30pm

The 401(k) Market Has Opened Up!

November 23, 2020 3:30pm

 

Speakers

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Aaron Schumm

Founder, CEO, Vestwell

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Andre Huaman

Managing Partner, Three Bell Capital

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Austin Gwilliam

Partner, Global Retirement Partners

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Bob Woods

401k National Sales Manager, Mutual of Omaha

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Brandon Radach

Managing Director-Central, John Hancock Investment Management

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Chad Larsen

President, MRP, A Division of HUB International

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Daniel Bryant

President of National Sales, Retirement & Wealth Sheridan Road Financial, a division of HUB international

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Douglas Parker

Senior Vice President, Sage Rutty & Co.

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Eduardo Gimenez

Vice President, Raffa Retirement Services

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Erin Hall

Managing Director, Strategic Retirement Partners

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Gerald Wernette

Principal/Director of Consulting Service, Rehmann

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Helen Raleigh

Owner & CIO, Red Meadow Advisors, LLC

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JD Carlson

CEO-President, Plan Design Consultants

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Jake Winegrad

Partner, Moneta Group Investment Advisors

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Jane Hagen

Senior Vice President, Director of Retirement Plans, TriStar Trust

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Jania Stout

Practice Leader, Co-Founder, Fiduciary Plan Advisors

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Jeanne Fisher

Advisor, Strategic Retirement Partners

Jerry Patterson

Senior Vice President, Retirement & Income Solutions, Principal

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Joe Brummel

Managing Director, Strategic Retirement Partners

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Joe DeNoyior

President, Retirement & Private Wealth, Washington Financial Group a Division of HUB International

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John Sullivan

Editor-in-Chief, 401(k) Specialist

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Jonathon Schultheiss

Retirement Plan Advisor & Managing Partner, Gate City Advisors

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Kaci Skidgel

Financial Advisor & Author, Summit Financial Group

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Kate Clark

Managing Partner, Cypress Capital

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Kelli Grelles

Participant Engagement Consultant, Moneta Group

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Kevin Kidwell

Vice President, National Tax-Exempt Sales, OneAmerica

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Kristina Keck

Vice President, Woodruff Sawyer

Lance Schoening

Director of Policy, Principal

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Laura Garfield

Video Content Marketing, Idea Decanter

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Lauren Owens

Owner, Wellness Consultant, Chef Lauren Owens

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Mark Cover

Head of DCIO Field Sales, MassMutual Investments

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Matthew Jackson

President, President of Institutional Sales & Author, Solid Wealth Advisors & 401(k) Maneuver

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Meghan Jacobson

Head of Retirement Insights, J.P. Morgan Asset Management

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Michael Rosenberg

Head of Retirement Investment Solutions, First Eagle Investment Management

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Nicole Hinman

Senior Director of Retirement Plans, Cambridge Investment Research

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Pete Swisher

Founder and President, Waypoint Fiduciary

Renee Schaaf

President, Retirement & Income Solutions, Principal

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Samantha Peterson

Founder and CEO, The Peterson Group

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Scott Holechek

2nd Vice President – Governmental and Non-Profit Retirement Plans, Ameritas Retirement Plans

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Sharon Gottula

Co-Founder, Idea Decanter

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Amy Glynn

Managing Partner, GRP Advisor Alliance

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Anthony Scaramucci

Founder & Co-Managing Partner, SkyBridge Capital

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Barbara Delaney

Principal

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Brad Arends

Co-Founder and CEO, intellicents

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Chad Johansen

Partner, Sales Director, Plan Design Consultants

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Craig Rosenthal

SVP, Advisor Sales, Service & Marketing, Fiduciary Benchmarks

Donald Waite

Investment Advisor Representative, Duncan Financial Group

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Ed Dressel

President & Owner, RetireReady Solutions

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Emily White

VP Retirement Consulting, LPL Financial

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Geoff White

CEO, GRP Financial

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Glenn Dial

Senior Retirement Strategist, American Century Investments

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Holly Knight

Director of Retirement Outcomes, Sapers & Wallack, Inc.

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Jake Rushton

Vice President, TrueNorth

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Jamie Greenleaf

Principal / Lead Consultant, Cafaro Greenleaf

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Jane Murphy

Managing Partner, Acceleration Retirement

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Jason Luter

Partner, Faegre Drinker Biddle & Reath LLP

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Jeffery Acheson

Chief Business Development Officer, Independent Financial Partners (IFP)

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Jessica Wilson

Senior Retirement Strategist, Franklin Templeton Investments

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Joe Connell

Partner

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John Carl

President and Founder, Retirement Learning Center

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Jonathan Young

Senior National Accounts Manager, Capital Group | American Funds

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Joseph Lee

Head of Retirement Platforms and Strategy, First Eagle Investment Management

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Kalene Widerman

TPA Vice President, Transamerica

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Katrina Bell

Principal & Co-Founder, ZUNA

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Kenneth Haman

Managing Director, The Advisor Institute at Alliance Bernstein Investments

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Kilie Donahue

Retirement Business Director, JP Morgan Asset Management

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Kurt Wedewer

Senior Executive, Fiduciary Solutions, American Trust Retirement

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Larry Deatherage

Principal and Co-Founder, Retirement Benefits Group

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Laurel Taylor

Founder and CEO, FutureFuel

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Leah Hill

Partner, Director – Retirement Plan Services, Shepherd Financial

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Marta Rodriguez

Retirement Business Director, J.P. Morgan Asset Management

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Matthew Stagner

Sr. Special Needs Financial Consultant, Voya Financial Advisors

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Michael Coelho

Managing Director, SageView Advisory Group

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Nate White

Founder, Teros Advisors

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Paul Mendoza

Regional Retirement Consultant, New York Life Investments

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Rebecca Hourihan

CMO, Creative Retirement Plan Strategist, 401(k) Marketing

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Robert Vidin

2nd VP, Actuary, The Standard Retirement Plans

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Samuel Henson

SVP - Director of Legislative & Regulatory Affairs and ERISA Counsel, Lockton Companies

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Sean Kenney

Managing Director and Head of Defined Contribution at MFS