Agenda  -  Speaker(s)

Agenda

DOWNLOAD PDF

Speaker(s)

Adjunct Lecturers

Joe DeNoyior, CRPS®, AIF®, CPFA, C(k)P®
President of Retirement and Private Wealth
HUB International 

Joe is the President of Retirement and Private Wealth (RPW) at HUB, where he leads HUB’s Mission to offer comprehensive client services at the retirement plan sponsor, participant and individual levels. Since 1990, he has maintained a commitment to building an organization centered on client needs that seeks to provide unsurpassed service and independent advice for professionals, entrepreneurs, businesses and their employees.

Joe is proud to lead the team at HUB that was named the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year.¹ The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.

Joe is the President-Elect of the American Retirement Association as well as the Past President of the National Association of Plan Advisors (NAPA). He was named to the 2019 Financial Times Top 401 Retirement Plan Advisors² list as well as one of PLANADVISER’s 2018 Top 100 Retirement Plan Advisers.³

Joe is a strong advocate of financial education for himself and his clients. He is a Founding Lecturer at The Retirement Advisor University (TRAU) in collaboration with UCLA Anderson School of Management Executive Education, where he educates qualified retirement plan advisors enrolled in the two-year C(k)P™ certification program.

Joe, his wife Stacy and son Anthony live in Vienna, Virginia. He is active in the hockey community as both a coach and a player. Joe also enjoys golf and travel.


Colin M. Clark, C(k)P®, AIF®, CPFA®
Senior Vice President, Retirement
Washington Financial Group, a division of HUB International Mid-Atlantic Inc.

Colin is a Senior Vice President of HUB International Mid-Atlantic, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals, corporations, and pension plans including establishing and consulting on 401(k) plans, 403(b) plans, profit sharing, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts.

Colin is a proud member of the team at HUB that was recently named the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year.¹ The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.

Colin was recently named to the 2019 Financial Times Top 401 Retirement Plan Advisors² list. He is also a board member of the Retirement Advisor Council, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.

Colin is married, and he and his wife have four children. He enjoys coaching football and soccer as well as playing in local USTA tennis leagues.
_____________________________________________________________________________________________________________________________________________
1The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual, small team, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and re-enrollment, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.
2The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times. The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.
3The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100.

The use of this seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval.

The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.