Participant Income Distribution Needs in Retirement
2017 Annual Planning Meeting
Practical and Operational Solutions for Fiduciary Advisors
Theory – Approach – Products - Counseling
May 17/18/19, 2017
MFS Investment Management
Boston, MA
Dates and Times
May 17 (Wednesday)
Sponsored Pre-Event
4:40 p.m. Meet in lobby of Marriott Copley Place for transportation to pre-event
5:30 p.m. Tour of Fenway Park
7:00 p.m. Sponsored Dinner at Tony C's - Fenway
May 18 (Thursday)
8:00 a.m. Continental Breakfast
8:30 a.m. Opening and Goals and Objectives
Committee Chairs Mike Gouldin and Steve Smith
8:45 a.m. Welcome
Ryan Mullen – MFS Investment Management
9:00 a.m. Retirement Income Ad-hoc Committee Recommendations
Moderators: Ad-hoc Committee Chairs
9:45 a.m. Refreshment Break
10:00 a.m. Individual Needs and Perspectives of Plan Committee Members - Cross-functional View of A Plan Sponsor (HRO, CFO, CEO)
At this session, we will hear from an HRO, a CFO, and a CEO about their own role and relationship needs as members of a retirement plan committee. What does each want to hear about? With what frequency? How do they view the dynamics within the committee?
Moderator Jay Candelmo
Panelists TBA
11:00 a.m. Refreshment Break
11:15 a.m. Breakout Sessions by Plan Asset Size Band
Small - Under $20 million
Topic TBA
Moderator TBA
Mid-sized - $20 million to $100 million
Moderator TBA
Large - $100 million plus
Moderator TBA
12:15 p.m. Lunch
1:00 p.m. Panel of Advisors – Developing Associates To Become Plan Advisors
Moderator Jillian White, Morgan Stanley
Panelists Bob Clark - MMA Agency New England
Steve Dimitriou - Mayflower Securities
Third panelist to be announced
2:00 p.m. Committee Chair Discussions / Committee Selection
At this session, Committee chairs will present their vision and plan of action for their committee, and solicit input from the membership. At the end of the session, all members in attendance will be invited to select the committee in which they wish to participate for the next 24 months.
Committee Chairs:
2:45 p.m. Refreshment Break
3:00 p.m. Financial Wellness Solution Debate – Perspectives on the Trade-off Between Quality, Effectiveness, Security, and Independence
Debate between Advisor and Recordkeeper
Moderator: Keith Sykes - Wells Fargo Institutional Retirement and Trust
Debators: Mike Coelho - Sageview Advisory Group
Joe Connell - Sikich Retirement Plan Services
4:15 p.m. Industry Outlook: Attributes of a Successful Global Asset Manager
Introduction: Ryan Mullen
Presenter: Michael W. Roberge
CEO, President, and CIO
MFS Investment Management
5:00 p.m. Closing Discussions
Moderator: Advisor from the Meeting Planning Committee
5:15 p.m. Adjourn
6:30 p.m. Event Dinner
MFS Investment Management
May 19 (Friday)
7:45 a.m. Continental Breakfast Buffet
8:00 a.m. Advisor Best Practice Breakout Roundtables
Moderated discussions of Advisor practices in roundtables on popular topics. Ten to fifteen peers with a common interest at each roundtable. Select the topic of your interest in the registration process.
Business Opportunities in Financial Wellness
Moderator TBA
Meeting Room TBA
Finding Leads / Developing Referral Sources
Moderator TBA
Meeting Room TBA
Finding Ways to Add Value
Moderator TBA
Meeting Room TBA
Business Opportunities in Retirement Income Planning
Moderator TBA
Meeting Room TBA
9:00 a.m. Benefits for the Business: CFO Case-in-point
This panel of CFOs of organizations across diverse industries (e.g. High Tech / Pharma / Biosciences, Manufacturing / Financial Services / Publishing, Food service / Retail / Construction) will discuss the role of retirement benefits in the corporate strategy of their organization
Moderator Jay Candelmo
Plan Sponsor CFO Matthieu Gagné
10:00 a.m. Refreshment Break
10:15 a.m. Case Study Deep Dive
At this session, attendees will hear about and discuss case studies submitted by three advisors nominated for a SUCCESS! Award. Advisors wanting to be considered are invited to submit the brief description of a case study by April 10, 2017.
11:15 a.m. Adjourn
