Presenters from The Standard Share Recordkeeping Insights at the 2021 ASPPA Annual & TPA Growth Summit in D.C.

Retirement plan representatives from The Standard will present at the 2021 ASPPA Annual & TPA Growth Summit at the Gaylord National Resort and Convention Center in Washington, D.C. Taking place Oct. 17 ‒ 19, the conference theme of “Reconnect” celebrates being able to bring together recordkeepers, advisors, TPA firms and plan sponsors after a nearly two-year hiatus due to the pandemic.

The Standard is proud to be a Platinum sponsor of the event, hosted by the American Society of Pension Professionals & Actuaries, which supports the organization’s commitment to continuing education by tackling the most current retirement plan topics. In addition, the event offers unique networking opportunities with top decision makers and thought leaders in the retirement industry.

The Standard’s presenters will be in two sessions during the conference discussing the different types of investments and platforms offered by recordkeepers and exploring how to use data to promote plan and non-plan services such as rollovers, IRAs, annuities, and life and disability insurance.

Session 1: Recordkeeping Investments 101
Presenter: Kent Bartell, ASA, CFA®, Director of Investment Research at StanCorp Investment Advisers, Inc.
Date and time: Sunday, Oct. 17, 2:10 ‒ 3 p.m. Eastern

Session 2: Data Treasure Trove – What do recordkeepers do with all that data?
Presenters: Ekaterina “Katie” Sheliga, MBA, AIF®, CPFA®, Institutional Sales Director at StanCorp Equities, Inc., and Maura K. Lamb, QPA, Director at PCS Retirement
Date and time: Monday, Oct. 18, 8 – 8:50 a.m. Eastern

To learn about the 2021 ASPPA Annual & TPA Growth Summit, visit https://asppaannual.org/.

If interested in speaking with Bartell or Sheliga, please contact [email protected]. For more information about The Standard’s retirement plan solutions, visit https://www.standard.com/financial-professional/retirement-plans/.

About The Standard

The Standard is a family of companies dedicated to helping customers achieve financial well-being and peace of mind. In business since 1906, we are a leading provider of financial protection products and services for employers and individuals. Our products include group and individual disability insurance, group life, dental and vision insurance, voluntary (employee-paid) benefits, absence management services, and retirement plans and annuities for employers and individuals. For more information about The Standard, visit standard.com or follow us on Facebook, Twitter or LinkedIn.

The Standard is the marketing name for StanCorp Financial Group, Inc., and its subsidiaries. StanCorp Equities, Inc., member FINRA, wholesales a group annuity contract issued by Standard Insurance Company and a mutual fund trust platform for retirement plans. Standard Retirement Services, Inc., provides financial recordkeeping and plan administrative services. Investment advisory services are provided by StanCorp Investment Advisers, Inc., a registered investment advisor. StanCorp Equities, Inc., Standard Insurance Company, Standard Retirement Services, Inc., and StanCorp Investment Advisers, Inc., are subsidiaries of StanCorp Financial Group, Inc., and all are Oregon corporations.

View source version on businesswire.com: https://www.businesswire.com/news/home/20211015005087/en/

Lisa Martin-Bomnskie
503.972.8832
[email protected]