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Evolution(k)..How to WIN ERISA Business in the Post Disclosure World..

MillenniuM Investment & Retirement Advisors

Monday, March 3, 2014 at 8:00 AM - Tuesday, March 4, 2014 at 2:00 PM (EST)

Evolution(k)..How to WIN ERISA Business in the Post...

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Event Details






Join MillenniuM Investment & Retirement Advisors and The 401k Study Group as they host the PREMIER Retirement Plan Workshop of 2014 for Advisors & Brokers. 

Evolution(k)..How to WIN ERISA Business in the Post Disclosure World.. 

Two Days March 3rd & 4th in Charlotte NC 100% Advisor/Broker focused.. No Lectures, No Theories, REAL LIFE Practical ideas & programs you can IMMEDIATELY implement in your practices to gain Market Share…


Come hear from Chuck Hammond 401k Study Group, Ary Rosenbaum Noted ERISA Attorney, Bruce Johnston My Digital Client and many others..



Monday, March 03, 2014


8:00am to 8:30am

Breakfast at Seminar site

8:30am to 8:45am

Welcome/Introduction  James Holland MIRA

8:45am to 9:15am

Chris Whitlow - Edu(k)ate – Increase Your Production with Education : Create Value using Education and get paid for it. 

9:15am to 10:00am

Dave Scheetz – Putnam – The Dialogue Ahead: Empowering Advisors for The Future of Retirement

10:00am to 10:30am

Ary Rosenbaum – The Rosenbaum Law firm 

10:30am to 10:40am


10:40am to 11:00am

Mike Ziccardi/KristinNovotny – Adviceware – How to Leverage technology to differentiate your practice

11:00am to 11:30am

Jimmy Politto – BNY Mellon- Advisor Fee Benchmarking

11:30am to 12:00pm

Paul Smith – NAPLIA – 3(38) Advisor Bonding and 3(16) Consultant Bonding in Today’s OPEN MEP Marketplace

12:00pm to 1:00pm

Lunch SPONSORED by Charles Schwab -  Open Discussion led by James Holland MIRA

1:00pm to 1:45pm

Ryan Poterack – PCA Advisor Network – Creating Efficiency and Scalability in your practice

1:45pm to 2:30pm

Jeff Feld – Alliance Pension Consultants –  The Value of Making the Right Moves

2:30pm to 3:15pm

Chuck Hammond – 401k Study Group – Social Media for The Busy Advisor

3:15pm to 4:00pm

Chad Azara – Epic Advisors – Customizing Your Retirement Plan Offering

4:00pm to 4:45pm

Ryan Mumy- Mumy Financial – Getting Results in the DOL’s New World

4:45pm to 6:00pm

Cocktail Hour – SPONSORED by The 401k Study Group – Vine American Kitchen

6:00pm to ???

Dinner SPONOSRED by Tricore & Charles Schwab – Vine American Kitchen


Tuesday, March 04, 2014


8:00am to 8:30am

Breakfast – Seminar Site

8:30am to 9:15am

Anders Smith – Nuveen – Economics of Plan Profitability

9:15am to 10:00am

Todd Jenkins – Acceleration  Retirement – Synergize Your Sales & Marketing Strategy in a Changing Environment

10:00am to 10:30am

Tim Daniels – BrightScope – Moneyball for Retirement Plan Advisors: “Incorporating Data & Analytics to Increase Sales"

10:30am to 11:00am

John Jesse – MFS -  Advanced K MFS Value Add Tools

11:00am to 11:30am

11:30am to 12:00pm

Round Table Discussion – ERISA a Team Sport – Winning More Business in the Post Disclosure World – Led by James Holland – MIRA

The Aspire Difference – Ryan Racine – Aspire Financial Services




Have questions about Evolution(k)..How to WIN ERISA Business in the Post Disclosure World..? Contact MillenniuM Investment & Retirement Advisors

When & Where

Ballantyne Corporate Park-Charlotte
15720 John J. Delaney Drive Suite 300
Charlotte, NC 28277

Monday, March 3, 2014 at 8:00 AM - Tuesday, March 4, 2014 at 2:00 PM (EST)

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MillenniuM Investment & Retirement Advisors

We are a fee-only consulting firm that is committed to providing unbiased advice and prudent strategies for managing ERISA plans. We also offer ERISA risk management, 408(b)(2) fee analysis, investment management, and a single data repository at your office for collecting plan expense data for all plan types. This allows sponsors, CCOs, and financial advisors to identify plans that are out of compliance. You can organize data so it is easily evaluated, reported, and validated by top legal professionals

Specialties:MIRA focus is on the Retirement Plans, we have a very diverse team consisting of IRS Enrolled Agents, CPAs, AIFA, QKAs, former Record keepers. With over 125 years of ERISA experience we are able to offer Plan Sponsors all three Fiduciary services Full Scope 402 a Named Fiduciary, 3(38) Investment Fiduciary & 3 (16) The Great Communicator.

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Evolution(k)..How to WIN ERISA Business in the Post Disclosure World..
Charlotte, NC Events Business

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