"Our mission is to provide educational and networking opportunities for benefit specialists in the Twin Cities."
The Midwest Pension Conference was established in 1978 to promote the open exchange of information and expertice concerning the development, financing, funding and administration of pension, profit sharing, 401(k) and other employee benefit plans.
I have been a member of the board for the Midwest Pension Conference since 2010. I have gained a lot of knowledge from attending the seminars and been able to utilize the network of board members to help better serve my clients. I look forward to the fall seminar every year as an opportunity to network and listen to some of the best industry speakers. Jessica Ballin
Financial Advisor and Principal - 401(k) Plan Professionals
I have been on the Midwest Pension Board since 2008. I have found that the interaction with colleagues along with the seminars and luncheons have enhanced my professional knowledge and experience. Jill Binder
Paralegal and Employee Benefits Specialist - Larkin Hoffman Law Firm
I joined the Midwest Pension Conference Board to gain knowledge outside of defined benefit plans, to network and give back to the benefits community. The highlight of each year is the fall seminar where the variety of topics and quality of speakers is top notch. Mark Daniels
Actuarial Analyst - Towers Watson
Having the opportunity to network with experts in the industry and increase my knowledge about current topics is the reason I joined the Midwest Pension Conference. But the reason I have stayed a member is great people, great information, and great ideas that have made me more successful. Darlene Laursen-Medrano, CPC, QPA, QKA
Relationship Manager - Milliman
Quarterly educational seminars on retirement plan and employee benefit issues that will help you stay up to date with industry trends.
Annual 1/2 day industry conference centered around a variety of topics tailored to current trends. Over 100 industry professionals gather to interact with some of the leading industry speakers. This event concludes with a lunch and a keynote speaker that has included representatives from the Department of Labor, economists, and the Minneapolis Federal Reserve.
Access to leading idustry professionals including Consultants, ERISA Attorneys, Administrators and Human Resource professionals from Fortune 500 companies in our state.
“Retirement itself is the best retirement gift. No gold watch could ever top it”
— Abigail Charleson
Financial, Business, and Organizational Experts
Keynote Speaker: Matthew Goerke
- Creator of the Memory Switch Program -
"There is no such thing as a bad memory, just an untrained one."
General Session Speaker: Edward Matthews
- Matthews Law Office
The Workplace in Transition:
John Diehl and his team are responsible for engaging and educating financial advisors along with their clients about current and emerging opportunities in the financial-services marketplace.
Thanks to technology, innovation and education - today's work force spans five generations. Generational differences are not something to be ingored or avoided, but leveraged. Employers who recognize these facts can maximize their vast talent pool and get a leg up on competitors.
Digital Communications - The Participant Experience:
Over the last decade in the financial services industry, Dan has worked on the front lines alongside retirement plan participants, plan sponsors and pension consultants including leading organizations such as CAPTRUST Financial Advisors, TIAA and Kestra Financial.
Please join us in a discussion covering: 1) State of the Retirement Provider Industry, 2) Personalized communications, 3) Financial wellness technology, 4) 3D Animation and Storytelling, 5) Digital marketing strategies/campaigns and 6) Examples from my experience.
Timonthy Goodman will moderate a panel discussing Cybersecurity.
HSAs - Potential Benefit and Misconceptions
Matt Gulseth is a partner at Channel Financial. He has been serving as a fiduciary to group retirement plan clients for over 20 years.
The potential benefits of HSAs have received a lot of attention in our industry. Matt will talk about effective ways to communicate these potential benefits to the various employee groups that can unitize these accounts. He will review some of the most common misconceptions that employees have with HSA accounts adn ways to reduce these misconceptions.
Golden Valley Golf and Country Club
7001 Golden Valley Rd
Minneapolis, MN 55427
Use the map on the left to obtain directions to the luncheon. Parking is available on site with valet parking available.
...or looking for additional information, you may contact Jessica Ballin at firstname.lastname@example.org or (952) 835-4485.