Participant Income Distribution Needs in Retirement

2017 Annual Planning Meeting

Practical and Operational Solutions for Fiduciary Advisors
Theory – Approach – Products - Counseling

May 17/18/19, 2017

MFS Investment Management
Boston, MA

Dates and Times

May 17 (Wednesday)

Sponsored Pre-Event

5:00 p.m.    Meet in lobby of Marriott Copley Place for transportation to pre-event

5:30 p.m.    Tour of Fenway Park

7:00 p.m.    Sponsored Dinner at Restaurant TBD - Seaport

May 18 (Thursday)

8:00 a.m.     Continental Breakfast

8:30 a.m.     Opening and Goals and Objectives

Committee Chairs Mike Gouldin and Steve Smith

8:45 a.m.      Welcome

Ryan Mullen – MFS Investment Management

9:00 a.m.      Retirement Income Ad-hoc Committee Recommendations

Moderators:  Ad-hoc Committee Chairs

9:45 a.m.      Refreshment Break

10:00 a.m.     CFO Panel

This panel of CFOs of organizations across diverse industries (e.g. High Tech / Pharma / Biosciences, Manufacturing / Financial Services / Publishing, Food service / Retail / Construction) will discuss the role of retirement benefits in the corporate strategy of their organization
Moderator TBA
Panelists TBA

11:00 a.m.   Refreshment Break

11:15 a.m.    Breakout Sessions by Plan Asset Size Band

Small - Under $20 million
Topic TBA
Moderator TBA

Mid-sized - $20 million to $100 million
Moderator TBA

Large - $100 million plus
Moderator TBA

12:15 p.m.    Lunch

1:00 p.m.      Panel of Advisors – Developing Associates To Become Plan Advisors

Moderator Jillian White, Morgan Stanley
Panelists Bob Clark - MMA Agency New England
                                     Steve Dimitriou - Mayflower Securities
                                     Third panelist to be announced

2:00 p.m.       Committee Chair Discussions / Committee Selection

At this session, Committee chairs will present their vision and plan of action for their committee, and solicit input from the membership. At the end of the session, all members in attendance will be invited to select the committee in which they wish to participate for the next 24 months.
Committee Chairs:

2:45 p.m.       Refreshment Break

3:00 p.m.       Financial Wellness Solution Debate – Perspectives on the Trade-off Between Quality, Effectiveness, Security, and Independence

Debate between Advisor and Recordkeeper
Moderator: Keith Sykes - Wells Fargo Institutional Retirement and Trust
Debators: Mike Coelho - Sageview
                Advisor TBA

4:15 p.m.       Market Outlook in Context:  value of time, impact of compensation and regulatory changes

Introduction: TBA
Presenter:  Michael W. Roberge
                  CEO, President, and CIO
                  MFS Investment Management

5:00 p.m.       Closing Discussions

Moderator: Advisor from the Meeting Planning Committee

5:15 p.m.       Adjourn

6:30 p.m.       Event Dinner

MFS Investment Management

May 19 (Friday)

7:45 a.m.        Continental Breakfast Buffet

8:00 a.m.        Advisor Best Practice Breakout Roundtables

Moderated discussions of Advisor practices in roundtables on popular topics. Ten to fifteen peers with a common interest at each roundtable. Select the topic of your interest in the registration process.

Business Opportunities in Financial Wellness
Moderator TBA
Meeting Room TBA

Finding Leads / Developing Referral Sources
Moderator TBA
Meeting Room TBA

Finding Ways to Add Value
Moderator TBA
Meeting Room TBA

Business Opportunities in Retirement Income Planning
Moderator TBA
Meeting Room TBA

9:00 a.m.        Individual Needs and Perspectives of Plan Committee Members - Cross-functional View of A Plan Sponsor (HRO, CFO, CEO)

At this session, we will hear from an HRO, a CFO, and a CEO about their own role and relationship needs as members of a retirement plan committee. What does each want to hear about? With what frequency? How do they view the dynamics within the committee?

Moderator TBD
Panelists TBA

10:00 a.m.     Refreshment Break

10:15 a.m.     Case Study Deep Dive

At this session, attendees will hear about and discuss case studies submitted by three advisors nominated for a SUCCESS! Award. Advisors wanting to be considered are invited to submit the brief description of a case study by April 10, 2017.

11:15 a.m.     Adjourn

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