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


Participant Engagement Consultant


Emily White


Vice President Retirement Partners

LPL Financial LLC

Michael Coelho

C(k)P®, AIF®

Managing Director

SageView Advisory Group

Nicole Hinman


Director, Retirement Plans

Cambridge Investment Research, Inc.

TJ Arcuri


Retirement Plan Consultant


Meet Your agenda Committee

Vince Morris


Resources Investment Advisors

Erin Hall


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 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

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

September 18, 2020 3:30pm

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

September 22, 2020 3:30pm

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

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

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

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

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

The Evolution from Plan Advisor to Benefits Advisor

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

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

November 13, 2020 3:30pm

The Advisory Firm in a Post-COVID World

November 17, 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



Andre Huaman

Managing Partner, Three Bell Capital

Bob Woods

401k National Sales Manager, Mutual of Omaha

Chad Johansen

Partner, Sales Director, Plan Design Consultants

Barbara Delaney


Brad Arends

Co-Founder and CEO, intellicents

Chad Larsen

President, 401(k) Advisor

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2020 top advisor by participant outcomes

What is tapo?

Top Advisors By Participant Outcomes is a 401(k) Specialist Magazine industry accolade recognizing successful participant outcomes and the advisors who make them possible.


Nominees are selected monthly. An independent panel of industry experts is then convened annually to select the one overall recipient from the monthly finalists to be Top Advisor By Participant Outcomes for the given year.


Each year, Excel 401(k) has partnered with 401(k) Specialist Magazine to recognize the finalists and the overall recipient at the conference.


This year, the TAPO finalists will participate in the two opening sessions for the digital series on Monday and Wednesday, September 14 and 16, culminating in the virtual award ceremony on Friday, September 18.