Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

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iJoin MasterClass 2024

September 11–13, 2024

Hyatt Regency Boston

One Avenue De Lafeyette
Boston, MA 02111

View and Download PDF of this MasterClass Agenda

Day 1 Agenda

Day 2 Agenda

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Agenda

Wednesday, September 11th
Time Title Speaker Location
6:30pm Dinner: Oceanaire Meet in the lobby at 6:15pm and walk to dinner:
40 Court Street
Boston, MA 02108

MasterClass Day One

Thursday, September 12th
Time Title Speaker Location
7:00am – 8:00am Breakfast

Franklin Templeton Office:
100 Federal Street
Boston, MA 02108

(8 minute walk from Hyatt)

General Session Room

8:00am – 8:30am Introductions and Agenda Overview Chip Moore
SVP Client Success, iJoin
General Session Room
8:30am – 9:00am iJoin Updates Steve McCoy
CEO, iJoin
General Session Room
9:00am – 9:45am iJoin Roadmap Jeremy Gioia
SVP Technology, iJoin
General Session Room
9:45am – 10:00am Break
10:00am – 11:00am Alera Group Session Christian Mango
EVP & National Practice Leader, Retirement Plan Services Alera Group, Inc.
General Session Room
Breakout Sessions — Sales & Operations
Sales Track
11:00am – 12:00pm Geared towards iJoin sales partners, this session will provide an overview of:

  • The iJoin Founding Story
  • Understanding our “why”
  • Client and Partner Market Trends
  • A Future Look Ahead
Steve McCoy
CEO, iJoin
Stan Smith
CRO, iJoin
Chip Moore
SVP Customer Success, iJoin
General Session Room
Operations Track
11:00am – 12:00pm Geared towards iJoin administrators, this session will provide a best practice overview of:

  • Managed Accounts as QDIA
  • Managed Account Fee Administration
  • Income Product Setup
  • ACT Campaigns & Reporting
Jeremy Gioia
SVP Technology, iJoin
Breakout Room
12:00pm – 1:00pm Lunch
Breakout Sessions — Strategic Partners
Operations Track: New Plan Onboarding: Contracts, Implementation, Support
1:00pm – 1:45pm Franklin Templeton Session Kevin Murphy
SVP, Head of Workplace Retirement Distribution,
Franklin Templeton
General Session Room
1:45pm – 2:30pm PGIM Session Mike Miller, CIMA
Managing Director, Head of DC Solutions, PGIM
Ashwini Jambekar
Chief Operating Officer, DC Solutions, PGIM
General Session Room
2:30pm – 2:45pm Break
2:45pm – 3:30pm PenChecks Session Wes Schevers
VP Advisor Solutions, PenChecks
Steve Wagoner
VP of Institutional & Strategic Partnerships, PenChecks
General Session Room
3:30 – 4:15pm TIAA Session Will McPhaden
National Accounts, DCIO Strategic Partner Sales, TIAA
Jessica Fox
Head of Strategic Accounts, Nuveen Retirement Investing, TIAA
General Session Room
Sales Track: Product Positioning, Value Proposition, Onboarding Requirements
1:00pm – 1:45pm PenChecks Session Wes Schevers
VP Advisor Solutions, PenChecks
Steve Wagoner
VP of Institutional & Strategic Partnerships, PenChecks
Breakout Room
1:45pm – 2:30pm TIAA Session Will McPhaden
National Accounts, DCIO Strategic Partner Sales, TIAA
Jessica Fox
Head of Strategic Accounts, Nuveen Retirement Investing, TIAA
Breakout Room
3:15pm – 3:30pm Break
2:45pm – 3:30pm Franklin Templeton Session Kevin Murphy
SVP, Head of Workplace Retirement Distribution, Franklin Templeton
Breakout Room
3:30pm – 4:15pm PGIM Session Mike Miller, CIMA
Managing Director, Head of DC Solutions, PGIM
Ashwini Jambekar
Chief Operating Officer, DC Solutions, PGIM
Breakout Room
Reconvene as a Group
4:15pm – 4:30pm Q&A // Wrap Up
Mindful Moment: Breathing & Meditation
Chip Moore
SVP Customer Success, iJoin
Valerie Scagliola
VP Marketing, iJoin
General Session Room
6:30pm Dinner: Boston Chops Meet in the hotel lobby at 6:15pm and walk to dinner:
52 Temple Place
Boston, MA 02111

MasterClass Day Two

Friday, September 13th
Time Title Speaker Location
7:00am – 8:00am Breakfast

Franklin Templeton Office:
100 Federal Street
Boston, MA 02108

(8 minute walk from Hyatt)

General Session Room

8:00am – 9:00am Endeavor Law & Wagner Law Session Bonnie Treichel
Founder & Partner Endeavor Law
Tom Clark, JD, LLM
Partner & COO, The Wagner Law Group
General Session Room
9:00am – 10:00am Case Study: Success Story Todd Levy, AIFA, QKA
Managing Director, RIA, The Retirement Plan Company
Philip Chao, CFP
Founder & CIO Nexus338
James Bentley, CFA
EVP Defined Contribution, PIMCO
Benjamin Thomason, JD
Head of DC, Allianz
General Session Room
10:00am – 11:00am Broadridge Session John Faustino, AIFA®, PPC®
Head of Retirement Products, Broadridge Financial Solutions, Inc.
Kevin Darlington
Head of Advisor Solutions, Broadridge
General Session Room
11:00am – 11:15am Break
11:15am – 12:00pm LeafHouse Financial Session James Olson
EVP Product, LeafHouse
General Session Room
12:00pm – 12:30pm Closing Session

  • Wrap Up
  • Feedback
  • Thank You
Chip Moore
SVP Client Success, iJoin
Steve McCoy
CEO, iJoin
General Session Room

Session Concludes

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