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2019 Retirement Industry Conference - Sponsors and Exhibitors

Gold Sponsor

NEOS is a recognized leader in helping global organizations revolutionize their data and business strategies. Specializing in insurance, financial services, and information services, NEOS provides management consulting and delivery services that enable clients to capture the value of data across the enterprise and apply smarter operational efficiencies. With decades of industry experience and strategic vision, NEOS delivers provocative solutions to the business, data, and technology challenges organizations face today–and helps move their business forward. Learn more at www.neosllc.com

Silver Sponsor

Milliman® combines industry-leading data and expertise with dedicated customer service to bring our clients innovative solutions. www.rxhistories.com
S&P Dow Jones Indices

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. As the world's largest resource for index-based innovation, data and research our mission is to bring independent, transparent and cost effective solutions to the global investment community. S&P Dow Jones Indices is at the forefront of index change and innovation. Our goal is to continue to anticipate and respond to how our clients see global investment opportunities. For more information, visit www.spdji.com.

American College of Financial Services

The American College of Financial Services is the nation’s largest accredited nonprofit dedicated to the financial services profession. With courses designed for today’s working professional, The College places a premium on quality education and works tirelessly to ensure that society has informed, ethical financial professionals it can trust. The College provides financial planning education and awards exclusive designations including RICP®, WMCP®, ChFC®, CLU®, CAP®, ChSNC®, as well as accredited master’s degrees in management and financial services. Additionally, The College is one of the nation’s top providers of CFP® certification education.

More than one in five financial advisors working in the U.S. today have received an education through The American College of Financial Services. The College’s degrees and designations are universally recognized as representing the highest standard in expertise and education. More than 200,000 professionals have learned and honed their craft with The American College of Financial Services. Learn more at www.TheAmericanCollege.edu


Accenture is a leader in the market, helping carriers innovate and grow by applying today’s most modern new business and policy administration capabilities using the Accenture Life Insurance & Annuity Platform (ALIP) and an advanced portfolio of digital solutions. ALIP’s architecture is designed using containers and microservices for optimal cloud performance and delivery flexibility including: cloud, on-premise or a cutting-edge Platform-as-a-Service model. And with today’s abundance of data, carriers can rely on Accenture’s Life & Annuity Analytics — the industry’s first standalone business intelligence and predictive analytics solution with out-of-the-box use cases and insights exclusively for life and annuity carriers. Accenture.com/lifeandannuitysoftware

Competiscan collects direct marketing communications sent to consumers, business owners, agents and advisors including direct mail, email, display, mobile, print, and social. Competiscan has dedicated its analytics and research around the understanding of the customer lifecycle (prospective and existing) experience. Competiscan collects materials from a static panel allowing for long-term, lifecycle analysis. For this reason, we are able to show you what your customers are receiving from your competitors over time. Our analysis includes competitor acquisition, offer, and loyalty communication strategies. www.competiscan.com
Infosys McCamish

Infosys McCamish Systems supports a financial institution client base with its full service 409A compliant non-qualified administration platform, VPAS® Benefit Plan Administration. With its front-end Internet based sales enabling services, AdvisorfolioTM and Deferral +®, Infosys McCamish Systems also provides automated best practice sales and design solutions in a turn-key platform. This plan design and sales platform cost effectively leverages scarce expert talent and enables non-expert distribution to deliver best practice 409A compliant solutions to the underpenetrated mid-market. Infosys McCamish Systems offers their solutions as platform only Software as a Service, or as a full recordkeeping outsourcing arrangement. Infosys McCamish Systems services and partners with four of the top-ten nonqualified plan providers in the U.S. The platform and BPO services are tailored to integrate seamlessly with existing retirement product components and processes. With the merging of McCamish Systems into the Infosys family of companies, offerings include Qualified Retirement Plan Services in the DB & DC markets with both onshore and offshore delivery models. For more information please contact Ed Edwards (Edwin_Edwards@infosys.com). www.infosysmccamish.com 


LIDP lead's the life & annuity insurance industry by providing innovative solutions for policy administration. Our award-winning solution, TITANIUM, allows for STP for nearly every life & annuity product on the market today. TITANIUM is backed by the most modern and flexible technology available. JEE portability and scalability with complete SOA enablement to significantly reduce costs and increase speed to market. TITANIUM can simplify the implementation of change and improve services to clients and producers. Visit us at www.lidp.com

Millennium Trust Company

Millennium Trust Company is a leading automatic rollover IRA provider for retirement plans. Our solutions help plan sponsors and other professionals comply with DOL safe harbor requirements for automatic rollovers. We offer a full range of services to address plan-related issues including: missing participants, uncashed checks, benefit distributions and notification services. These solutions not only can help plan sponsors limit fiduciary risk and reduce cost, but also increase access to retirement readiness for more Americans. www.mtrustcompany.com