Meeting/Event Information

Record-keeper Acquisition: Is your provider next?
Presented by Chad Schollaert, Chief Development Officer, The Trust Company of Tennessee

Over the past decade, the universe of retirement plan record-keepers has shrunk from 400 to approximately 150 as providers have acquired others. Recently, Empower acquired Prudential’s record-keeping business, Ascensus acquired BB&T’s, and Principal acquired Wells Fargo’s. This has forced changes for plan sponsors that they weren’t expecting.

Join us as we discuss:
• Why providers are consolidating
• Recent acquisition activity
• What this means for plan sponsors and participants
• Why providers are consolidating
• Recent acquisition activity
• What this means for plan sponsors and participants

Registration: This event is free to attend, but registration is required.
Credit: 1 SHRM PDC / 1 HRCI Credit

Biographies: 
Chad Schollaert serves as Chief Development Officer and is charged with helping The Trust Company grow in a purposeful way that allows us to help more people live confidently and raise the funds we need to enhance our client experience and company culture. Chad has over 20 years of experience in banking and investments and holds a B.S. degree in Business Administration from Lee University. A graduate of both the Cannon Financial Institute Retirement Plan Services and the Southern Trust School, Chad is a member of Financial Executives International (FEI) Knoxville Chapter. He has served on the United Way of Greater Knoxville’s Outcomes Based Investments committee and has been honored as a member of the 2013 Greater Knoxville Business Journal’s “40 Under 40” list of up and coming leaders and is a member of Leadership Knoxville’s Class of 2018. He serves on the board of directors for ChildHelp Tennessee and is a former member of Nucleus Knoxville.

*MT|SHRM is not directly involved with the presentation of this program. This is a paid advertisement. The program, product or service offered is not affiliated with or endorsed by MT|SHRM. Please contact the presenter through the registration link above if you have questions regarding this program.