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Monday May, 2
2:30 p.m. – 3:00 p.m.

"ING’s GROW Program"
Presented by: Kimberly Zook, ING 

 This business-building program includes twelve actionable sales ideas which leverage ING tools and resources to help Advisors and TPAs looking to grow their business.


"John Hancock Advantage"
Presented by: Jason Brady & Ann Slotwinski,
John Hancock Retirement Plan Services

To be successful in the retirement plan market, Plan Consultants (Third Party Administrators) need a partner who can provide responsive service, offer a wide range of tools and services, industry leading communications and is committed to constantly strengthening relationships – that partner is John Hancock Retirement Plan Services. Hear about what John Hancock Retirement Plan Services is doing to make plan administration easier for Plan Consultants. This session will look at:

  • How the John Hancock QDIA mapping service can save time and money
  • How to provide a seamless experience by using the John Hancock TPA Signing Authority Program
  • Other online enhancements such as:
    • Online plan collection
    • Online beneficiary, and
    • Other tools and innovations to help you stay ahead

"ftwilliam.com Automation & Productivity Tools"
Presented by: Holly Roussel-Godfrey, Wolters Kluwer Law & Business

 Learn how ftwilliam.com, a product line of Wolters Kluwer Law & Business, can help streamline and automate your daily plan administration duties. See demonstrations of the company's automation and productivity tools including: batch generation of amendments and annual notices, batch data conversion, upload and download features and workflow grids. Discuss the benefits of purchasing a web-based solution, including cost savings and low maintenance. The ftwilliam.com product line consists of plan document software (retirement, welfare and non-qualified), government forms software (5500, 1099, 5300) and defined contribution administration software. Get a "sneak peek" at our newly integrated portal module.


Monday, May 2
3:15-3:45

 "New Power Behind Your Plans"
Presented by: Chris MacDonald, The Hartford

 Learn about The Hartford’s Plan Access website and the robust capabilities available to participants, plan sponsors and TPAs! In this dynamic session, you will gain a better understanding of the various payroll options, automated features for loans and distributions, custom reports, vesting calculations and TPA fee deduction capabilities. You will also have an opportunity to interact with your peers and share helpful hints for efficient plan administration.

"What TPAs and Financial Advisors Need to Know About Plan Sponsor-level Fee Disclosure"
Presented by: Anthony L. Scialabba, Esq., ExpertPlan, Inc.

The presentation will provide a general overview of the new plan sponsor-level fee disclosure rules and their impact on TPAs and financial advisors. In addition, the discussion will include practical tips for structuring their service agreements with plan clients.

"Document Content, Generation & Management"
Presented by: Don Whitmire and Kevin Watson, Thomson Reuters AccuDraft

 The AccuDraft EGTRRA document has been well-received by the industry because of its format and flexibility coupled with a common-sense delivery system. This format will be continued and enhanced for the next 6-year cycle. In this session, AccuDraft representatives will discuss:

  • The importance of a flexible, well-drafted document that uses appendixes and administrative policies to facilitate operational compliance and provides maximum flexibility
  • The value of an intuitive document generation system where a single interview can generate a variety of documents and notices
  • The importance of archiving documents in a manner that fosters easy access and report writing capabilities
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