| Monday, June 6, 2016 | |||
 12:00 pm - 1:00 pm | Registration. | ||
| 1:00 pm - 1:45 pm | Update on BPAS as Your Retirement Plan Partner Barry Kublin, CEO, BPAS | ||
| 1:45 pm - 2:40 pm | Chasing Excellence - the Future of DC Plans Guest Speaker: Ken Haman, Managing Director of the AB Institute | ||
| 2:40 pm - 2:55 pm | Break | ||
| 2:55 pm - 3:50 pm | Fiduciary Benchmarks Tom Kmak, Co-founder & CEO, Fiduciary Benchmarks | ||
| 3:50 pm - 4:45 pm | Investment Panel Discussion: Managing Investment Return Experiences and Expectations Moderator: Greg Woods, VP, BPAS Fiduciary Services and 3 Investment Panelists | ||
| 4:45 pm - 5:00 pm | Break | ||
| 5:00 pm - 5:55 pm | Are MEP Changes Finally Coming? Guest Speaker: Brad Campbell, Counsel, Drinker Biddle & Reath, LLP | ||
| 6:00 pm - 7:00 pm | Cocktail Reception | ||
| 7:00 pm | Dinner | ||
| Tuesday, June 7, 2016 | |||
| 8:00 am - 9:00 am | Breakfast | ||
| 9:00 am - 9:55 am | Technical and Legal Update Guest Speaker: Steve Saxon, Chair, Groom Law Group | ||
| 9:55 am - 10:50 am | Making Sense of Capital Preservation for Defined Contribution Plans Guest Speaker: Erik Karpinski, CFA, CPA, Client Portfolio Manager, Goldman Sachs Asset Management | ||
| 10:50 am - 11:00 am | Break | ||
| 11:00 am - 11:45 pm | Adding HSA to your 401(k) Advisory Practice David Ritchie, VP, Sales, BPAS VEBA & HRA/HSA Services Ryan Tiernan, Senior HSA Consultant, Access Point HSA | Cash Balance Plans Kenneth M. Prell, CEBS, ERPA, VP, Chief Learning Officer, BPAS Actuarial & Pension Services Jason Disco, Senior Sales Consultant, BPAS Actuarial & Pension Services | Panel: Structuring Fee for Service Strategies Nicholas Petralia, QPFC, AIF, External Wholesaler, BPAS Plan Administration & Recordkeeping Services |
| 11:50 pm - 1:05 pm | Lunch | ||
| 1:15 pm - 2:10 pm | Cracking the Code on Financial Wellness: How to Use New Technology to Build Your Retirement Business Guest Speaker: Mark Singer, CFP®, AIF®, Author | ||
| 2:10 pm - 3:05 pm | Market Insights Guest Speaker: Ralph Acampora, Director of Technical Analysis Studies, New York Institute of Finance | ||
| 3:05 pm - 3:15 pm | Break | ||
| 3:15 pm - 4:10 pm | DB/DC Plan Design, Dealing with Required Reduction in Return, and Top Compliance Issues We See in DC Plans Vincent F Spina, ASA, EA, MAAA, President, BPAS Actuarial & Pension Services, BPAS Healthcare Consulting Services Maryann Geary, CPC, ERPA, Executive Vice President, BPAS Plan Administration & Recordkeeping Services | ||
| 4:15 pm - 5:00pm | Winning Plans through Value Added Administration Brian Douglas, External Wholesaler, BPAS Plan Administration & Recordkeeping Services Joe Boyle, External Wholesaler, BPAS Plan Administration & Recordkeeping Services Sean Arnold, Product Manager, BPAS AutoRollovers & MyPlanLoan Services | Participant Advice Options / Transform Your Website from a Pretty Face to a Lead Generating Machine Sean Ruehl, President , RJ20, Inc. Avin Kline, President, SUCCESS Agency | Panel: Conducting A Successful Enrollment Meeting Melissa Varvarezis, Communication/Education Specialist, BPAS Fiduciary Services |
| 5:15 pm - 6:00 pm | Managing Participants Beyond Termination of Employment Robert Malczyk, VP, Sales, BPAS Plan Administration & Recordkeeping Services | METs/MEPs Brian Nicholson, CRSP, Senior Sales Relationship Manager, BPAS Plan Administration & Recordkeeping Services | Panel: Dealing with Difficult Clients Krystal Kirlis-Brochu, Sales Relationship Manager, BPAS Plan Administration & Recordkeeping Services |
| 6:00 pm - 7:00 pm | Cocktail Reception Followed by Dinners Hosted by our Fund Family Partners | ||
| 7:00 pm | Dinners to be hosted by our Fund Family partners | ||
| Wednesday, June 8, 2016 | |||
| 8:00 am - 9:00 am | Breakfast | ||
| 9:00 am - 9:55 am | BPAS Partner Best Practices Paul Neveu, CEBS, President, BPAS Plan Administration & Recordkeeping Services | ||
| 10:00 am - 10:45 am | Adding HSA to your 401(k) Advisory Practice David Ritchie, VP, Sales, BPAS VEBA & HRA/HSA Services Ryan Tiernan, Senior HSA Consultant, Access Point HSA | MEPs/METs Brian Nicholson, CRSP, Senior Sales Relationship Manager, BPAS Plan Administration & Recordkeeping Services | Strategies to Overcome Objections to Auto Plans Elizabeth (Liz) Kaido, QKA, Senior Sales Relationship Manager, BPAS Plan Administration & Recordkeeping Services |
| 10:45 am - 11:00 am | Break | ||
| 11:00 am - 12:00 pm | Advisor Defined Session | ||
| 12:00 pm | Closing Remarks Paul Neveu, CEBS, President, BPAS Plan Administration & Recordkeeping Services | ||
