Featured:   How Goodness Pays

Keynote Lunch Speaker: Paul Hillen

Paul has held many C-Suite titles over his 30+ year career. His experience spans B2C and B2B general management, innovation, marketing, brand, and sales roles. His passion is energizing people and organizations by tying the company vision to their personal and professional goals and success. A successful speaker and facilitator for decades, Paul inspires audiences with his candid, collegial, and positive approach. As a leader Paul creates a continuous learning environment and values direct communication so everyone feel prepared, empowered, and accountable.

The rewards for leading with goodness are measurable: consistently-positive financial results, stronger relationships with the people important to your success, and a stronger sense of purpose in your work. In this engaging, entertaining and interactive presentation, we will:

• Reframe the conversation on what it takes to create real, sustainable success that everyone embraces
  
• Unveil the Goodness Pays Score (GPS), the one-question that is predictive of financial results
  
• Discuss how the five goodness pays factors can help both individuals with their personal development and companies increase their performance
  
• Give attendees helpful takeaways and action items
  
• Inspire people to create a specific plan for how they can improve their personal leadership
  

Featured:   Retirement Plan Fraud

General Session Speaker: Kelsey Mayo, Poyner Spruill LLP

Kelsey is the lead employee benefits partner with the law firm Poyner Spruill LLP and works with ASPPA's Government Affairs Committee.  Learn how retirement plan fraud happens, how to uncover it, and what steps to take when discovered.

Think fraud can almost never happen to an employee benefit plan? Think again. This session will explore real ways in which fraud has occurred with employee benefits plans, discuss how the fraud was discovered, how it might have been discovered earlier, identifying potential risks for a plan, and what to do if you uncover fraud.

Breakout Sessions:

1. What’s Up on Capitol Hill
  - Tom Rowley, Invesco Funds

Every American’s retirement starts with policymakers on Capitol Hill. Congress debates and legislates key issues from tax policy and Social Security to healthcare reform that may have real day to day impact on the retirements of Main Street America.

Most of what citizens know about politics comes from the media. In a generation we've gained hundreds of cable TV channels and satellite radio stations. Most Americans now have access to a computer and a cellphone, millions of bloggers, and billions of Web pages. The irony is with all this information there seems to be less interpretation. For all the talking there seems to be less communication. In a lively and thought provoking presentation Tom seeks to provide clear and coherent analysis that follows the process from Capitol Hill debates through legislation, to the final rules and regulations affecting your retirement planning.

2. Proving Prudence & Participant Loyalty: A Plan Committee Defends Itself
  - Chat Cowerd, American Century

Chat is responsible for managing the team as well as individually handling client relationships, which include public and corporate retirement plans, endowments and foundations, and overseeing the entire client experience to ensure each client’s unique needs are understood and met.

Chat will review recent fee litigation and provide plan sponsors and fiduciaries with insight as to the outcome of this case and what they can do to protect themselves. This session will provide attendees with a “to-do” list of how you can better protect yourself and other plan fiduciaries in your organization.

3. Guide to Retirement
  - Marta Rodriguez, CFA - J.P. Morgan Asset Management

Achieving your retirement goals takes disciplined savings, spending and investing – all of which can feel overwhelming, especially as the retirement landscape continues to change. Updated annually, the award-winning Guide to Retirement provides an effective framework for supporting retirement planning conversations around topics such as longevity, working in retirement, Social Security and health care cost. The presentation includes charts and graphs to help explain complex issues in a clear and concise manner.

4. Driving Plan Health: To and Through Retirement
  - Mark Ryerson, CRSP - Wells Fargo

Mark manages the WIM Analytics team supporting Institutional Retirement. In this role, he focuses on plan success metrics, benchmarking, participant savings behaviors, and analysis of factors that lead to desired retirement outcomes. These analytics are based on the extensive data Wells Fargo maintains on its retirement book of business and incorporates insights from behavioral finance and statistical analysis.

Retirement planning is more than just the accumulation of enough money to retire. Increasingly, plan sponsors are examining what role, if any, they want to play in helping workers create an income stream in retirement. This year’s study looks at what older participants are doing as they prepare to make the transition into retirement, and at how well participants are currently able to use their 401(k) accounts as their primary source of retirement income.