Press Release

Registration Now Open For Second Annual 401k Sales Summit

Expected To Be Another Sold-out Event

ARLINGTON, VA., November 26, 2002 -- Registration is now open for ASPA's (The American Society of Pension Actuaries) 'Second Annual' 401k Sales Summit. The only one of its kind, the conference is designed for retirement plan professionals who actively sell, market, support, or influence the sale of 401k plans. The 2003 Summit will be held February 27 through March 1, 2003 at the Westin Kierland Resort and Spa in Scottsdale, Arizona. Given the overwhelming feedback from the 2002 inaugural Summit, we expect another sold-out event in 2003.

This is what attendees from last years' sold-out conference had to say:

"I was able to get five new sales leads that would help grow my business!"
"It was great having different viewpoints and types of service providers on same panel."
"As a broker, the emphasis on marketing and selling is what made it valuable."
"I enjoyed hearing from producers and/or those who could add insight and ideas to directly impact the growth of my business."
"Getting ideas about how to grow and improve my 401k business from people who know how to sell and who are actively selling was the best part of the conference."
"Finally, a conference that was sales driven for investment advisors!"
"I have really appreciated the focus on 401k and the quality of sessions was exceptional."

The Summit features prominent keynote speakers who will focus on industry trends and economic factors affecting the 401k marketplace. Attendees can gather practical advice from the "best-of-the-best", including John Rekenthaler, President of Online Advice, Morningstar, Inc., Andrew Davis, President of Davis Advisors and portfolio manager for the Davis Real Estate & Convertible Securities portfolios, and Foster S. Friess, founder of Friess Associates, growth investing legend and manager of the Brandywine Funds. New speakers for 2003 include world renowned Nobel Laureate and

Modern Portfolio Theory Developer Dr. Harry M. Markowitz, and nationally acclaimed motivational sales speaker and author Leo Pusateri.

This is a unique opportunity to learn how to sell more effectively, maximize your personal impact, hear from popular motivational speakers, network and share success stories with industry experts and your peers, and gain knowledge about the industry's leading vendors. Summit attendees can participate in interactive sessions organized into Sales, Plan Design & Legal, Investments, and Cross Sales educational tracks. Sessions focus on maximizing 401k cross-selling opportunities, turning retirement trends into opportunities, prospecting techniques, and investment and market perspectives.

Additional conference highlights include pre-conference insurance continuing education and sales and marketing sessions, over 60 vendor booths and prize drawings in the sold-out Exhibit Hall, a government affairs Washington Update, day-end roundtables, and Welcome and Networking receptions.

All retirement plan professionals are encouraged to attend including brokers and advisors, sales support staff, product managers, marketing representatives, reps of broker-dealer firms, wholesalers, insurance agents, consultants, RIAs, financial planners, TPAs, and mutual fund representatives.

For the first time ever, attendees will have the opportunity to earn insurance continuing education credits by attending a special pre-conference session. The Conference also offers 15 hours of ASPA CE credit. For more information on the 2003 ASPA 401k Sales Summit, contact the ASPA Meetings Department at (703) 516-9300 or visit our Web site at http://www.aspa.org.

ASPA is a national organization of retirement plan professionals dedicated to the preservation and enhancement of the private pension system in the United States. ASPA offers education and professional credentials for 401k administrators (QKA), actuaries (MSPA, FSPA), pension consultants (CPC), pension administrators (QPA), and other benefits professionals (APM). Its nearly 5,000 members provide consulting and administrative support to over half of the private retirement plans in the country.

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