The Retirement Plan Advisor Institute (RPAI) is a private, invitation-only membership community for leading retirement plan advisor firms, premier asset managers, and key service providers across the defined contribution landscape.
RPAI meetings are designed for real conversations — fostering meaningful dialogue, candid exchange of ideas, and alignment around the industry's most pressing priorities. Discussions take place in a collegial, highly collaborative setting under the Chatham House Rule, creating a trusted environment for open, confidential conversation.
Built by plan advisors for plan advisors, each agenda is shaped by the deep expertise and real-world insight of our advisory members and industry leaders. Programs focus squarely on the most pressing issues facing the nation's retirement plans—delivering practical perspectives and actionable takeaways for today's DC leaders.
Ready to join or learn more? Reach out to our team!
Space is limited to maintain the roundtable's quality and exclusivity.
Cynthia Huynh
The RPAI Chairs are respected industry leaders who serve as both advocate and host for the meeting. In partnership with our Program Director, the Co-Chairs help shape the agenda — ensuring discussions reflect the most timely and consequential issues facing the defined contribution landscape. This essential role is bestowed on those who are professionals deeply engaged in the community and committed to advancing meaningful conversation among the industry's most influential voices.
George Fraser, Senior Partner, BCG 401(k) Advisors, Alera Group
Michael Sasso, Principal, CAPTRUST
Jennifer Doss, Defined Contribution Practice Leader, CAPTRUST
Wendy Eldridge, Retirement Plan Advisor, Carnegie Investment Counsel
Connie Mulligan, Partner, Cerity Partners
Brian Lopez, Managing Director, CIBC Private Wealth
Stephen Welch, Founder, Crownmark Wealth Advisors
Philip Sherman, Senior Retirement Plan Consultant, Deschutes Investment Consulting
Philip Chao, Principal, Chief Investment Officer, Experiential Wealth
Chuck Williams, Chief Executive Officer, Managing Partner, Finspire
Josh Ulmer, Managing Director, Wealth Management, Institutional Consulting Director, Graystone Consulting from Morgan Stanley
Matt Cellini, Partner, Practice Leader, Greenspring Advisors
Brian Collins, Chief Investment Officer, HUB International
Brad Arends, Co-Founder, Chief Executive Officer, intellicents
Steve Oliver, Founder, Manhattan Ridge Advisors
Luke Vandermillen, Head of Retirement, Mariner Wealth Advisors
Jordan Gelb, Managing Director, Wealth Management Advisor, Merrill Lynch
Bill Peartree, Managing Director, Retirement & Wealth, Marsh McLennan Agency
Joe Hatfield, Vice President, OneGroup Retirement Advisors
Nicole Corning, Partner, Pathlight Advisors
Michael Shea, President, Pension & Benefits Associates, Inc.
Jania Stout, President, Retirement & Wellness, Prime Capital Financial
Josh Schwartz, President, Retirement Plan Advisors
Todd Stewart, Managing Director, Investment Research, Sageview Advisory Group
Matthew McPhail, Chief Investment Officer, Sentinel
Leah Sylvester, Partner, Director of Retirement Plan Services, Shepherd Financial
Brett Shofner, President, Work Plan Retire
Barbara Delaney, Principal, StoneStreet Renaissance/HUB International
Erin Hall, Managing Director, Strategic Retirement Partners
Jeff Cullen, Managing Partner, Strategic Retirement Partners
Dan Fienberg, Managing Director – Investments, The HF Retirement Group of Wells Fargo
Kevin Mahoney, Managing Director, The Mahoney Group, Raymond James
Francesca Federico, Co-Founder & President, Twelve Points Retirement Advisors
