ASPPA Presents 11th Annual 401(k) SUMMIT

| January 20, 2012 | 0 Comments


Event:  The ASPPA 401(k) SUMMIT is a national forum for professionals in the 401(k) marketplace. More than 1,200 retirement plan practitioners join experts and business leaders to discuss major trends, best practices, and legislative and regulatory activity that impact the industry. Attendees include a diverse group of 401(k) retirement plan professionals including actuaries, attorneys, plan administrators, registered investment advisors (RIAs), third-party administrators (TPAs), and other investment professionals.

More than 120 industry exhibitors will share their products and technology in the 401(k) industry and will offer onsite sponsor and exhibitor workshops.

The SUMMIT kicks off with a keynote presentation by James Carville and Mary Matalin. In addition, journalists will hear from retirement and financial experts on key issues including the definition of fiduciary, fee disclosure regulations, and responses to Department of Labor (DOL) investigations. For more information, view the brochure.

Dates: March 18-20, 2012 (Sunday – Tuesday)
Time: 8am – 6pm

Agenda Highlights:

  • Volunteer Project: Building Homes in New Orleans (Saturday, March 17, 8:30am – 4:30pm)
    Sponsored by ASPPA & Rebuilding Together New Orleans (RTNO)
  • Keynote: Current Political Outlook (Sunday, March 18)
    Presented by James Carville & Mary Matalin
  • Trends Panel and Leadership Award (Sunday, March 18)
    Finalists for the 2012 Morningstar ASPPA 401(k) Advisor Leadership Award
    Moderated by Morningstar
  • Sponsor/Exhibitor Workshops (Monday, March 19 & Tuesday, March 20)
    Goldman Sachs Asset Management, American Century Investments, OppenheimerFunds & others.  
  • From the Hill to the SUMMIT (Monday, March 19)
    Brian H. Graff, ASPPA, Arlington, VA
    Michael Davis, Assistant Secretary of the Employee Benefits Security Administration, Department of Labor, Washington, D.C.
  • Preparing for DOL Investigations (Monday, March 19)
  • Dr. Froelich’s Financial Predictions for 2012 (Monday, March 19)
    Dr. Bob Froelich, Executive Vice President & Chief Investment Strategist for Wealth Management, The Hartford
  • The Evolution of Target Date Funds (Monday, March 19)
  • How Multiple Employer Plans (MEPs) Could Shape the Future (Monday, March 19)
    Ilene H. Ferenczy, The Law Offices of Ilene H. Ferenczy, Atlanta, GA
    Jim Kais, Transamerica Retirement Services, New York, NY
    David Levine, Groom Law Group, Washington, D.C.
  • Legislative & Legal Update – A Look at Future Legislation & Guidance (Tuesday, March 20)
    Ilene H. Ferenczy, The Law Offices of Ilene H. Ferenczy, Atlanta, GA
  • National Association of Plan Advisors (NAPA) – Changing Washington (Tuesday, March 20)
    Brian H. Graff, ASPPA, Arlington, VA
    Marcy Supovitz, Boulay Donnelly & Supovitz Consulting Group, Inc., Worcester, MA
  • How Much is a Free Lunch? Digesting Fee Disclosure Regulations (Tuesday, March 20)
    Jason C. Roberts, Pension Resource Institute, Manhattan Beach, CA

Ernest N. Morial Convention Center
900 Convention Center Boulevard | New Orleans, LA 70130-1799
Tel: 504.582.3023

RSVP: Media interested in attending the ASPPA 401(k) Summit should contact Melinda Semadeni, Director of Media Relations, at [email protected] or (703) 516-9300 or register online here. For more information, view the brochure or website.



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