Defined Contribution Summit 2014 (DCIO)

Organization: Boardroom Development Partners

Venue: Loews Coronado Bay

Location: San Diego, California, United States

Event Date/Time: Oct 13, 2014 / 6:00 pm - (PST) End Date/Time: Oct 15, 2014 / 12:00 pm - (PST)
Report as Spam

Description

The Defined Contribution Summit (DCIO) will give Top Retirement Plan Executives an exclusive opportunity to meet and network with industry thought leaders, solution partners, and some of the most pioneering organizations in the world.

This invite-only gathering, will bring together 100+ Top Producing; RIA’s, Registered Rep’s, Corporate Retirement Executives, and also 20+ of the Fortune 500-1000 Plan Sponsors from around the country. Over 20 interest related categories, pre-screened by all attendees allows TPA’s, Asset Management Companies, and Technology Providers an unparalleled platform to originate ideas, collaborate on best practices, learn the hottest go-to market strategies, and value ad services that drive defined contribution plan participation and retention.  Join us in this relaxed, yet business focused environment at The Defined Contribution Summit this October at the Loew’s Coronado Bay Resort in San Diego, CA.

Venue

4000 Loews Coronado Bay Road
San Diego
California
United States
MORE INFO ON THIS VENUE

Organizations

Boardroom Development Partners
4515 Culver Road
Rochester
New York
14622
United States

Conference Speakers

Russell Campbell CFA, CFP, CEO - Your Second Opinion, LLC

Ian Kopelamn, Partner - DLA Piper, LLC

Harris Nydick, Founding Partner/Managing Member - CFS Investment Advisory Services

Greg Makowski, Founding Partner/Managing Member - CFS Investment Advisory Services

Robert Benish, Interim President & Executive Director - Plan Sponsor Council of America

Richard Schwamb, Senior Financial Advisor, Senior Vice President - Merrill Lynch Financial Advisor

Richard Busillo, CEO - RTD Financial Advisors, Inc.

Todd Kleinfeld, Senior Financial Advisor/First Vice President - Wealth Management - Merrill Lynch

John Darrah, CEO - Honkamp Krueger Financial Services

Mark KordonskyPrincipal & Chief Risk Officer - SageView

Restrictions