"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 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:
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.
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.
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 Amy Huber at firstname.lastname@example.org or (952) 679-4000.