Ascensus to Host Annual Conference with Top Advisors

Plan On! conference will focus on practice management, retirement plan industry trends
By: Ascensus, Inc.
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* Dresher - Pennsylvania - US

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DRESHER, Pa. - June 24, 2015 - PRLog -- Ascensus, a leading service provider of retirement and college savings plans, announced the program for its annual advisor conference. This year’s conference will gather Ascensus’ top advisors and industry thought leaders to discuss practice management, client relations, and the latest retirement plan trends.

“Ascensus’ strength comes from our advisor network, and ‘Plan On!’ is the way we can bring in some of our key advisor relationships. This offers us the unique opportunity to engage with these advisors and learn how we can further support their work with employers and employees,” said Mike Narkoff, executive vice president of Sales at Ascensus. “We look forward to collaborating with our advisors over the three-day conference, then shaping those discussions into innovative solutions that allow our advisors to deliver better outcomes for their clients.”

The exclusive, invitation-only event will be held July 27th through the 29th at the Broadmoor Resort in Colorado Springs, Colo., and will serve as a platform for educating advisors on new strategies for connecting with clients and better assisting employers and employees with their retirement plans. Members of Ascensus’ executive team, including Chief Executive Officer Bob Guillocheau, will be accompanied by recently announced featured speakers, including:

· Ron Insana, contributor to CNBC and MSNBC and host of “The Market Score Board Report”

· Victoria LaBalme, performing artist and communications specialist

· Scott West, head of Invesco Consulting

· Tom Kmak, CEO and co-founder of Fiduciary Benchmarks

· Todd Berghuis, senior vice president of ERISA Compliance at Ascensus, will moderate a panel on regulatory trends and legislative updates with Eugene Maloney, executive vice president and corporate counsel of Federated; Dan Notto, senior vice president and senior retirement plan counsel for AB; and Jason Roberts, founder and CEO of Pension Resource Institute, sponsored by Franklin Templeton.

About Ascensus

Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 40,000 retirement plans and over 3 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts. For more information about Ascensus, visit

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Roberta Hess
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Tags:Ascensus, Defined Contribution, Retirement, Financial Advisor, Conference
Industry:Business, Finance
Location:Dresher - Pennsylvania - United States
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