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Navigating Change within Retirement Plan Industry

Event Start Date: 3/22/2023 8:00 AM

Event End Date: 3/22/2023 10:00 AM

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Cost per place: $45.00

Navigating Change within Retirement Plan Industry 

Wednesday, March 22nd 

8am - 10am 

Paul Winkler, ESL Investment Services & Michel Manosh & Bradford Pineault Fidelity Institutional




In-person location:

Compeer Rochester

259 Monroe Ave (Trillium Building)

Rochester NY 14607



Presenting and discussing results of annual Fidelity survey on trends and best practices.

Retirement plans legislative update: SECURE 2.0 – big changes coming!

Market commentary update discussing inflation, recession possibilities.


By the end of this session the attendee will:

Consider amending their own plan based on trends, participant needs

How their own retirement plan might be impacted by SECURE 2.0

Obtain insights on what the stock market challenges and opportunities


About the Speakers:

Paul Winkler - Over 14 years of industry experience, 6 additional years of compliance and plan design experience. AIF, CPFA, Series 7 license, Series 66 license, NY Life and Health Insurance license.


Bradford Pineault - VP of Fidelity Institutional - Bradford Pineault is a vice president at Fidelity Institutional® (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Pineault is responsible for formulating and communicating Fidelity’s capital market view to FI’s clients in the intermediary channel. Prior to assuming his current position in June 2018, Mr. Pineault held various other roles within Fidelity, including regional vice president, regional investment consultant, sector/ETF product specialist, and financial planning representative. He has been in the financial industry since joining Fidelity in 1998. Mr. Pineault earned his bachelor of science degree in finance from the University of Massachusetts, Dartmouth, and his master of business administration degree in management from Bryant University. He is also a CFA® charterholder and a member of the CFA Society of Boston. Additionally, Mr. Pineault holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, and 63 licenses.


Mike Manosh - Senior VP, Fidelty Investmants - Mike Manosh is a senior vice president at Fidelity Institutional (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Manosh is a member of the Defined Contribution Investment Only (DCIO) division and is responsible for the distribution of Fidelity’s Investment’s asset management capabilities through advisors, advisory firms, and recordkeepers that are focused on servicing the small and mid-sized defined contribution market. Mike supports his clients by representing Fidelity’s investment capabilities, investment thought leadership, capital markets perspectives, investment analytics, and retirement thought leadership. Mr. Manosh joined Fidelity in 1997 and has been in the firm’s institutional wholesaling business since 2002. Mr. Manosh earned his bachelor’s degree in business management from Providence College and his master of business administration degree in finance from Bryant University. He holds the Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), Chartered Retirement Plans Specialist (CRPS), and Chartered Retirement Planning Counselor (CRPC) designations. Additionally, Mr. Manosh holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, 24, and 63 licenses, as well as his insurance license.




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A: Sadly no. Our payment processor does not accept American Express. Visa, Mastercard, Discover, pay at the door or invoice are your only options.

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If you login and go to the calendar, and select "View My Bookings", then select the event name, or enter the booking ID and press the SEARCH button - it should show your booking. One of the ACTIONS is to "download booking PDF" which is a full invoice receipt.

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