2020 401k MEP/PEP (Virtual) Conference Presentation Slides and Speaker Contact Info

Below are the links to the presentation slides and the speakers’ contact information for all eight presentations.

DAY #1: “Capturing the Coming Opportunity” – Wednesday, August 26, 2020, 1pm-5:50pm (EDT)

• SESSION #1: 1:00pm-1:50pm (EDT)
  • 2020 401k MEP-PEP – Day 1 Session 1 – Terrance Power – Who Will Get There First
  • Title: Who Will Get There First? Emerging Sales Opportunities for Advisers, Providers, and Consultants
  • Speaker: Terrance Power, President
    • Platinum 401K, Inc.
    • 2451 N. McMullen Booth Road
    • Clearwater, FL 33759
    • 813 781 3266
    • TPOWER@THEPLATINUM401K.COM
• SESSION #2: 2:00pm-2:50pm (EDT)
  • 2020 401k MEP-PEP – Day 1 Session 2 -David Levine – Washington Update
  • Title: What Washington Means to You: The Past, Present, and Future of 401k MEP/PEP Regulation
  • Speaker: David N. Levine, Principal
    • Groom Law Group
    • 1701 Pennsylvania Avenue NW #1200
    • Washington, DC  20006
    • 202-306-1867
    • dlevine@groom.com
• SESSION #3: 3:00pm-3:50pm (EDT)
  • 2020 401k MEP-PEP – Day 1 Session 3 – Mike Montgomery – How to bolster your advisory practice and profits
  • Title: How to bolster your advisory practice and profits by seizing the PEP 3(38) opportunity
  • Speaker: W. Michael Montgomery, Managing Principal
    • Montgomery Retirement Plan Advisors
    • 14502 N. Dale Mabry Highway, Suite 328
    • Tampa, FL 33618
    • Cell:      813.340.5757
    • Office: 813.868.1924
    • Email:   mmontgomery@m-rpa.com
    • Web:    www.m-rpa.com
• BREAK: 4:00pm-5:00pm (EDT)
• SESSION #4: 5:00pm-5:50pm (EDT)
  • 2020 401k MEP-PEP – Day 1 Session 4 – Phile Scott – 5 Participant Education & Communications Competencies
    
  • Title: 5 Participant Education & Communications Competencies 401k PEP Advisers Must Master in the Next 4 Months
  • Speaker: Philip S. Scott, Registered Representative
  • Strategic Capital Advisers
  • Commerce Pointe, Suite # 245
  • 20 South Limestone Street
  • Springfield, Ohio 45502
  • Direct Dial: 937.342.0795
  • scott@scaohio.com
  • scaohio.com

DAY #2: “Assembling the Pieces of the Puzzle” – Thursday, August 27, 2020, 1pm-5:50pm (EDT)

• SESSION #1: 1:00pm-1:50pm (EDT)
• 2020 401k MEP-PEP – Day 2 Session 1 – Lisa Massena – How the Changing Retirement System Affects You
  
  • Title: How the Changing Retirement Ecosystem Will Change You Before The Year Is Over – Are You Ready?
  • Speaker: Lisa A. Massena
  • Massena Associates LLC
  • P.O. Box 51
  • West Linn, OR 97068
  • massena@massenaassociates.com
  • Web: www.massenaassociates.com
  • M: 339-236-0684

• SESSION #2: 2:00pm-2:50pm (EDT)
• 2020 401k MEP-PEP – Day 2 Session 2 – Ilene Ferenczy – All Hands on Deck! Building a MEP from the Ground Up
  • Title: All Hands on Deck – How to go from zero to MEP in 60 days (or less)
  • Speaker: Ilene H. Ferenczy, Managing Partner
  • Ferenczy Benefits Law Center
  • 2635 Century Parkway, Suite 200
  • Atlanta, GA 30345
  • (404) 320-1100, Ext. 6602
  • (678) 399-6602 Direct Dial
  • (404) 320-1105 Fax
  • (866) 515-5140 Toll Free
  • ilene@ferenczylaw.com

• SESSION #3: 3:00pm-3:50pm (EDT)
• 2020 401k MEP-PEP – Day 2 Session 3 – Troy Tisue – Muddy MEP Lessons
  • Title: Trench Lessons: Muddy MEP Mistakes You Must Start Avoiding Right Now!
  • Speaker: Troy Tisue, President
  • TAG Resources, LLC
  • 6501 Deane Hill Drive
  • Knoxville, TN 37919
  • 405.8420 cell
  • 670.1844 office

• BREAK: 4:00pm-5:00pm (EDT)
• SESSION #4: 5:00pm-5:50pm (EDT)
• 2020 401k MEP-PEP – Day 2 Session 4 – Pete Swisher – Making Your PEPs Happen
  • Title: Wrap-up – “Yes, You Can Do It!”
  • Speaker: Pete Swisher, Founder and President
  • Waypoint Fiduciary LLC
  • swisher@waypointfiduciary.com
  • waypointfiduciary.com
  • +1 859-608-9920