Jessica Ballin, Financial Advisor and Principal
401(k) Plan Professionals
I have been a retirement plan advisor for 18 years and focus my practice on the small to mid-size plan sponsor clients. My team is located in Edina Minnesota and we spend 100% of our time working with corporate 401(k), 403(b) and Non-Qualified Deferred Compensation Plans.
Jill Binder, Paralegal and Employee Benefits Specialist
Larkin Hoffman Law Firm
I have been in the employee benefits field for over 30 years, working in the consulting, trust and legal areas. For the past 25 years I have worked for Larkin Hoffman Law Firm servicing both our outside clients and the Firm’s retirement plan and participants. I have been in the employee benefits field for over 30 years working in the trust, consulting and legal areas. I have been employed by Larkin Hoffman Law Firm since 1993 working with our clients on a variety of employee benefits issues as well as managing our Firm’s retirement plan and interfacing with our participants.
Darlene Laursen Medrano, CPC, QPA, QKA, Relationship Manager
Milliman
As a Consultant with over 19 years of experience in the retirement plan industry, I enjoy serving others and providing expert retirement plan solutions to my clients. Milliman serves the full spectrum of business, financial, government, union, education, and nonprofit organizations.
Emily Knutson, ASA, EA, MAAA – Consulting Actuary at Van Iwaarden Associates
I have been a Human Resources Professional for over 10 years; focused on the strategy, design, compliance and communication of U.S. and Puerto Rico employee benefit plans.
Mark Daniels, Actuarial Analyst
Towers Watson
I have thirteen year of actuarial and employee benefits experience focusing on the design, funding, compliance and administration of all types of retirement plans and employee benefits. I specialize in the valuation of stock–based compensation plans and defined benefit pension plans.
Amy Huber, Relationship Manager and Vice President
BMO Retirement Services
As a Relationship Manager, I work with plan sponsors to design and manage effective retirement plans so that employees may achieve better retirement outcomes. I joined the board of the Midwest Pension Conference to stay connected with the retirement benefits community and to be informed on meaningful matters to the industry.
Alex Moen, CPC - Consultant at Marsh & McLennan Agency Financial Services
As a consultant, I work primarily with qualified retirement plans, focusing on plan design and compliance, employee education and business development. I thoroughly enjoy working with plan sponsors to find solutions, develop and implement processes and assist them in mitigating risks.
Bernie Schleper, CEBS, CMS
Retirement Benefits Manager at Allianz Life
I have been working with retirement plans (401(k), pension, deferred comp, ESOP, PHSA) on the plans sponsor side for over 25 years. I have considerable experience in retirement plan design, administration, communication and compliance.
Scott Olson, Vice President, Relationship Manager at Wells Fargo Institutional Retirement and Trust
I work with plan sponsors to help their employees prepare for a better retirement. I am responsible for client satisfaction, growth of defined contribution, defined benefit, non-qualified, institutional custody and investment management accounts across a multi-state territory.
