SPONSORS & AFFILIATES

The Board of Directors, Members and Staff of The National Association of Church Personnel Administrators extend a note of gratitude to our sponsors and exhibitors, without whose help, NACPA Convocation would not have been possible.

Your support, engagement and encouragement is vital to our mission to promote Christian values and justice in the workplace. We are grateful for your collaboration.

DIAMOND: Contributions of $10,000 or more

As a Diamond member, sponsors receive a full-page ad on the inside cover of the convocation program, a salute from NACPA leadership at the opening session and year-long recognition on the website. Diamond sponsors are invited to introduce a plenary session speaker. Diamond sponsors help support the banquet and are featured via on-site signage and in the convocation program for this event.

PLATINUM: Contributions between $5,000 - $9,999

As a Platinum member, sponsors receive recognition in the convocation program, a salute from NACPA leadership at the opening session and year-long recognition on the website. Platinum sponsors are invited to introduce one of the plenary speakers. Platinum sponsors help to support the convocation opening social and luncheons and are featured via on-site signage and in the convocation program for these events.

GOLD: Contributions between $2,500 - $4,999

As a Gold member, sponsors receive recognition in the convocation program, a salute from NACPA leadership at the opening session and year-long recognition on the website. Gold sponsors help support the banquet social hour, continental breakfast and liturgies and are featured on signage and in the liturgical prayer books at these events.

SILVER: Contributions between $1,000 - $2,499

As a Silver member, sponsors receive recognition in the convocation program, a salute from NACPA leadership at the opening session and year-long recognition on the website. Silver sponsors help support coffee breaks, wine for the banquet and plenary and workshop speakers and are featured on signage and in the convocation program for these events.

FRIEND: Contributions between $250 - $999

As a Friend, sponsors receive recognition in the convocation program and year-long recognition on the website. Friends help support the opening celebration, speaker gifts and general operating costs.

2019 Sponsors

 


 Platinum Sponsors

 

Catholic Cemeteries Arch of Chicago

Catholic Cemeteries Archdiocese of Chicago
Serving the community since 1837.

 

 

Christian Brothers Insurance

Christian Brothers Services

Christian Brothers Services is a nonprofit organization that administers cooperative programs in the areas of Health, Retirement, Property/Casualty, IT & Website Services, Catholic School Management, Advancement, Managerial and Financial Consulting. CBS Exemplifies the Lasallian tradition by understanding the needs of our members, protecting the human and financial resources of institutions and guiding members organizations in finding practical solutions to business needs.


Gold Sponsors

 

AJGallagher

Arthur J. Gallagher & Co.
We focus on helping your community to reclaim funds for your ministry. We have been providing employee benefit and human resource for the Catholic Church for decades including: Benefit Plans; Property/Casual Programs; Retirement Plans; Clergy and Religious Plans; International Benefits.

 

Archdiocese of Seattle

 

 

Archdiocese of Seattle, Mary Santi

 

BASBenefit Allocation Systems, INC
BAS provides over 75 Archdiocese, Diocese and other Catholic Entities highly-secure, in-the cloud benefits enrollments & administration, location premium billing, ACA Data Collection, Consolidation & Reporting solutions to help increase efficiencies and reduce costs. Other services include administration of Continuation of Coverage, FSA. HRA, Pensions and Retiree  Premium Billing.

Valic

 

VALIC.com

VALIC is an industry leader and currently manages long term investment programs for more than 28,000 not for profit and for profit education, healthcare, public sector and other organizations representing nearly two million investors. VALIC markets these plans and services through financial advisors dedicated to providing personal, face to face service.

image001.ios-2x.1523674574Villanova University
Villanova’s Center for Church Management performs research, conducts both for-credit and non-credit programs in Church management. The center works to help Church leadership be good stewards of their resources, use their facilities effectively, and build a stronger Church.

 

 

 


Silver Sponsors

 

logo

CAPTRUST is an employee-owned, independent investment research and fee-based advisory firm headquartered in Raleigh, North Carolina, with offices located across the U.S. CAPTRUST specializes in providing investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals.

Screen Shot 2018-05-03 at 10.35.25 AM

GRS is a national actuarial and benfits consulting firm that helps clients develop fiscally sustainable benefit programs. Our reputation for providing quality consulting services has remained unmatched for more than 74 years. GRS’ church plan experts provide independent advice and solutions on funding, benefit adequacy, plan design and DB plan administration.

 

MassMutual blue logo 2 25_HIGH

MassMutual was founded on May 15, 1851. And from the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love. More than 160 years later, that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most.

logoHome.93fda4Reta Trust. We are a non-profit employer trust that has provided affordable, quality healthcare for employees and members of Catholic organizations nationwide for over 40 years. Importantly, all Reta healthcare plans are designed to comply with the Ethical and Religious Directives of the Catholic Church.

SRP-LogoStrategic Retirement Partners is an independent retirement plan consulting practice whose professionals advise on plans representing the retirement aspirations of tens of thousands of employees. We support plan sponsors in understanding and fulfilling their fiduciary responsibilities to their plan, their employees, and their beneficiaries. As of 04/01/2019, we consult on over 720 corporate and non-profit plans nationwide.

USI Consulting

USI Consulting Group
USI Consulting Group is a leading mid-market, full service consulting firm providing retirement plan consulting, administration, outsourcing and actuarial services for approximately 1,400 clients. PLANADVISER magazine named USI Advisors, Inc. as one of the 2014 Top 100 Retirement Plan Advisers. We have extensive experience working with all types of church retirement plans and currently provide a broad range of services to over 30 diocesan organizations across the country.

IOIpay

 

Interlogic Outsourcing, Inc.
Interlogic Outsourcing, Inc., is a national provider of payroll and employer services. Our state-ofthe-art web-based payroll and HRIS platform, IOIPay, offers smart solutions for progressive employers such as employee self-service, enhanced reporting, pay card, electronic time and attendance, and more. Plus, it’s all backed  by our award-winning customer service team.

Virtus

VIRTUS Program
The VIRTUS Programs empower organizations and people to better control risk and improve the lives of all those who interact with the Church. All VIRTUS training programs, including the Protecting God’s Children programs, are comprehensive and multi-dimensional, incorporating proven best practice standards for the prevention of child sexual abuse.

Whos_Where_Logo_-_A_Division_of_PN.ios-2x.1522892500

 

Who’s Where

The Who’s Where Payroll Consolidation and ACA Reporting solution provides diocesan Human Resource Administrators with the reporting tools needed to manage compliance for their bene t plans and the Affordable Care Act. Since 2004, Who’s Where has provided the ability for dioceses and other non-pro t organization to centralize payroll data for locations, without requiring parishes, schools and others implementing a standard payroll platform. Access to location payroll data also provides dioceses with information needed for Affordable Care Act compliance. Who’s Where will generate the necessary IRS 1094-C and 1095-C forms and track employees hours for determining full/part time status for ongoing and newly hired hourly employees.

HKP

 

HKP

At HKP, our human capital management specialists have the knowledge and resources to help your faith-based organization organize and manage your HR needs through integrated workforce management solutions. Our team has helped a broad range of religious organizations develop human capital management strategies and solutions to meet compliance and budget needs.

 

 


Friend Sponsor

 

Ascension Catholic Church Church of the Ascension, Father Ed Pratt

 

 

Catholic-Recruiter-Associates-Logo-2Catholic Recruiter Associates grew out of the lineage of an executive search firm, P.J. Lynch Associates, founded nearly thirty years ago. Seeing a need for highly qualified lay people to fill the positions previously held by religious was the inspiration for establishing a Catholic dedicated component of our company. When we developed this division, thirteen years ago, we quickly came to understand that working for our Church clients demanded a different filter when looking at our candidate base. In addition to sourcing exceptional financial, fundraising, executive and other leaders our candidates needed to have the right demeanor and motivation in their desire to work for our Church. This acquired skill in recruiting has enabled us to successfully bring highly talented Catholic individuals to the business roles of running the Church.

cbe687cc-b56c-4fd0-bb69-f32a0fa82aa9We’ve developed several services to help faith-based organizations improve their processes and provide more effective ministry. We are highly recognized across the country for our Mystery Guest Program (aka Mystery Worshipper or Church Secret Shopper Program) where churches hire us to send in numerous local, “unchurched” people to attend their worship services helping you discover exactly what a first-time guest thinks and feels.

 

 Primebyte_HBC_ad.ios-2x.1554668027 Primebyte 

Our company was founded in 1993 in order to provide I/T technical resources to firms (like Blue Cross Blue Shield, Commerce Bank, TransAmerica and others) in the Kansas City area. As the company grew, it began creating skill-based software to facilitate the resource placement process. Primebyte.com, Inc. was formed and launched in 1999 as a skill-based website for recruiting I/T technical resources. The website went national in 2000 and led to other HRIS functions being added.HBC was created to satisfy the needs of several benefit broker customers while continuing to provide basic Recruiting and HR funtionality. It has grown since that time enrolling well over 200,000 people.In 2015 New Release of the HBC application to additionally include: HR, Recruiting, Sales Tracking and Payroll modules.

 

 

 

 

 

 

 

 

 

 

2019 Exhibitors

CapTrust Advisors

4208 Six Forks Road, Suite 1700
Raleigh NC, 27609
919.870.6822 (ext. 10661)

Reta Trust

1255 Battery St.Suite 450
San Francisco CA, 94111
(877) 303-7382
josh_costa@ajg.com

Brenner McDonagh & Tortolani, Inc.

109 Wildflower Circle
Westfield MA,  01085
800-836-3357
LGolio@bmtconsults.onmicrosoft.com

MassMutual

100 Bright Meadow Blvd.
Enfield CT, 06082
(860) 562-7148
ablake@massmutual.com

Who’s Where

371 Canal Park Drive
Duluth MN, 55802
(218) 740-3213
rberger@points.north.com

Faith Perceptions

715 Clark St.
Cape Girardeau MO, 63701
(573) 335-1782
melanie@faithperceptions.com

VALIC

2929 Allen Parkway L6-80
Houston  TX, 77019
(281) 387-9585
don.harris@valic.com

VIRTUS Programs

3114 E. 81st. Suite 101
Tulsa OK, 74137
(918) 691-4885
pneal@virtus.com

IOIPay

1710 Leer Drive
Elkhart IN, 06082
(888) 697-0021
bryan.gorman@ioipay.com

Benefit Allocation Systems

640 Freedom Business Center DriveSuite 300
King of Prussia PA, 19406
610-992-2516
rblock@basusa.com

USI Consulting Group

95 Glastonbury Blvd. Suite 102
Glastonbury  CT, 06033
(860) 368-2939
Elaine.borrelli@usi.com

Burri Insurance Group

630 Brooker Creek BlvdSuite 315
Oldmar FL, 34677
(813) 818-7600
Smedley@burriandcompany.com

Arthur J. Gallagher Benefit Services, Inc.

12444 Powerscourt Dr.Suite 500
St. Louis MO, 63131
314-800-2241
phil_bushnell@ajg.com

Christian Brothers Services

1205 Windham Pkwy
Romeoville IL, 60446
(630) 378-3092
bob.fiorentino@cbservices.org

Strategic Growth Insurance Associates, Inc. (SGIA)

382 N. Lemon Ave.Suite 334
Walnut CA, 91789
(480) 422-2562
mclark@sgiainc.com

Paycor, Inc

4811 Montgomery Road
Cincinnati OH, 45212
(513) 338-0303
kryan@paycor.com

Catholic Recruiter Associates

P.O. Box 967
Ridgefield CT, 06877
(203) 438-8475
pat@catholicrecruiter.com

 

Compensation Connections

8830 Norman Ave SE
Snoqualmie WA, 98065
(206) 459-0119
shannon@compensationconnections.com

Strategic Retirement Partners (SRP)

8275 Allison Pointe TrailSte 230
Indianapolis Indiana, 46250
866-SRP-401k ext 744 (866-777-4015)
jimr@srpretire.com

Primebyte HBC

Prairie Village KS, 66208
913-406-2101
bd4@primebyte.com

Ascension Parish

2025 Woodman Dr.
Kettering OH, 45420
(937) 253-5171
epratt@ascensionkettering.org

Honkamp Krueger & Co. (HKP)

2345 JFK RD
Dubuque IA,  52001
(563) 583-4079
toglesby@hkpayroll.com

Archdiocese of Seattle

910 Marion St.
Seattle WA, 98104
(206) 382-4522
marys@seattlearch.org

Archdiocese of Chicago

P.O. Box 1979
Chicago IL,  60609

Villanova University

800 Lancaster Avenue Bartley Hall, Suite 2059
Villanova  PA, 19085
(610) 519-6015
james.gallo@villanova.edu

Paylocity

1400 American Lane
Schaumburg IL, 60173
(321) 926-2027
mmccombs@paylocity.com

 

Assured Benefits Administrators (ABA)

8150 N. Central ExpresswaySuite 1700
Dallas  TX, 75206
(512) 461-5903
kchambers@abadmin.com

 

Gabriel, Roeder, Smith & Co.

One Towne Square Suite 800
Southfield MI, 48076
(248) 799-9000
robert.nordin@gabrielroeder.com

Catholic Mutual Group

10843 Old Mill Rd.
Omaha NE, 68154
(402) 514-2397
mhartz@catholicmutual.org

Nyhart

(317) 845-3571
tayt.odom@nyhart.com

Professional Learning Board (PLB)

5115 Excelsior Blvd. #460
Minneapolis MN, 55416
(612) 605-7263
dj@plbinc.com

Investing for Catholics

19200 Von Karman Ave Suite 150
Irvine CA,  92612
(949) 428-0432
mary@ifa.com


 

2018 Sponsors

 


 Platinum Sponsors

logo-1

 

 

Archdiocese of New Orleans Archbishop Gregory M. Aymond, Espiscopal Moderator to NACPA

Diocese of Pittsburgh

 

 

Catholic Diocese of Pittsburgh, Most Rev. David A. Zubik

 

Catholic Cemeteries Arch of Chicago

Catholic Cemeteries Archdiocese of Chicago
Serving the community since 1837.

 

 

Christian Brothers Insurance

Christian Brothers Services

Christian Brothers Services is a nonprofit organization that administers cooperative programs in health/retirement, property/ casualty and consulting/technology to church organizations.  Founded in 1960, the company has grown to administer and serve 11 Trusts, which provide a variety of programs to congregations, organizations and dioceses both in the United States and Canada.


Gold Sponsors

AJGallagher

Arthur J. Gallagher & Co.
We focus on helping your community to reclaim funds for your ministry. We have been providing employee benefit and human resource for the Catholic Church for decades including: Benefit Plans; Property/Casual Programs; Retirement Plans; Clergy and Religious Plans; International Benefits.

 

Archdiocese of Seattle

 

 

Archdiocese of Seattle, Mary Santi

 

 

HKP

 

HKP

At HKP, our human capital management specialists have the knowledge and resources to help your faith-based organization organize and manage your HR needs through integrated workforce management solutions. Our team has helped a broad range of religious organizations develop human capital management strategies and solutions to meet compliance and budget needs.


Silver Sponsors

Screen Shot 2018-05-03 at 10.35.25 AM

GRS is a national actuarial and bene ts consulting rm that helps clients develop scally sustainable bene t programs. Our reputation for providing quality consulting services has remained unmatched for more than 74 years. GRS’ church plan experts provide independent advice and solutions on funding, bene t adequacy, plan design and DB plan administration.

 

USI Consulting

USI Consulting Group
USI Consulting Group is a leading mid-market, full service consulting firm providing retirement plan consulting, administration, outsourcing and actuarial services for approximately 1,400 clients. PLANADVISER magazine named USI Advisors, Inc. as one of the 2014 Top 100 Retirement Plan Advisers. We have extensive experience working with all types of church retirement plans and currently provide a broad range of services to over 30 diocesan organizations across the country.

IOIpay

Interlogic Outsourcing, Inc.
Interlogic Outsourcing, Inc., is a national provider of payroll and employer services. Our state-ofthe-art web-based payroll and HRIS platform, IOIPay, offers smart solutions for progressive employers such as employee self-service, enhanced reporting, pay card, electronic time and attendance, and more. Plus, it’s all backed  by our award-winning customer service team.

 

Prudential RetirementPrudential Retirement
Prudential Financial has been a leader in providing innovative services to retirement plan sponsors and participants for more than 90 years. Today, Prudential Financial is one of the largest financial institutions in the world, serving millions of individual and institutional clients in the US and abroad. Prudential Retirement, a business of Prudential Financial, has become one of the nation’s largest providers of retirement services.

 

ValicVALIC.com
VALIC is an industry leader and currently manages long term investment programs for more than 28,000 not for profit and for profit education, healthcare, public sector and other organizations representing nearly two million investors. VALIC markets these plans and services through financial advisors dedicated to providing personal, face to face service.

 

Virtus

VIRTUS Program
The VIRTUS Programs empower organizations and people to better control risk and improve the lives of all those who interact with the Church. All VIRTUS training programs, including the Protecting God’s Children programs, are comprehensive and multi-dimensional, incorporating proven best practice standards for the prevention of child sexual abuse.

Whos_Where_Logo_-_A_Division_of_PN.ios-2x.1522892500

 

Who’s Where

The Who’s Where Payroll Consolidation and ACA Reporting solution provides diocesan Human Resource Administrators with the reporting tools needed to manage compliance for their bene t plans and the Affordable Care Act. Since 2004, Who’s Where has provided the ability for dioceses and other non-pro t organization to centralize payroll data for locations, without requiring parishes, schools and others implementing a standard payroll platform. Access to location payroll data also provides dioceses with information needed for Affordable Care Act compliance. Who’s Where will generate the necessary IRS 1094-C and 1095-C forms and track employees hours for determining full/part time status for ongoing and newly hired hourly employees.

image003.ios-2x.1523026537

 

Pro Benefits Administrators

Pro Benefits brings superior experience, flexibility, and innovation to employer-sponsored dental and vision insurance plans. With an outstanding 25+ year track record as a third-party administrator, we have the expertise to design and implement virtually any type of plan, from    self-funded to fully insured to voluntary.

 

 


Friend Sponsor

Ascension Catholic Church Church of the Ascension, Father Ed Pratt

 

 

 

BASBenefit Allocation Systems, INC
BAS provides over 75 Archdiocese, Diocese and other Catholic Entities highly-secure, in-thecloud benefits enrollments & administration, location premium billing, ACA Data Collection, Consolidation & Reporting solutions to help increase efficiencies and reduce costs. Other services include administration of Continuation  of Coverage, FSA. HRA, Pensions and Retiree  Premium Billing.

image001.ios-2x.1523674574

Villanova University
Villanova’s Center for Church Management performs research, conducts both for-credit and non-credit programs in Church management. The center works to help Church leadership be good stewards of their resources, use their facilities effectively, and build a stronger Church.

 

 

 

 

2018 Exhibitors

Exhibitors

Arthur Gallagher & Co.

12444 Powerscourt Dr., Suite 500 St. Louis, MO 63131 (P) 314-800-2241

Phil Bushnell phil_bushnell@ajg.com

 

Benefit Allocation Systems, LLC

640 Freedom Business Center Dr., Suite 300 King of Prussia, PA 19406 (P) 610-992-2516
Robin Block rblock@basusa.com

BenefitVision

757 Ridge Rd., Highland Park, IL 60035 (P) 847-910-3565

Janet Flores jflores@benefitvision.com

 

Brenner, McDonagh & Tortolani, Inc.

109 Wildflower Circle, Westfield, MA 01085 (P) 413- 519-5136

Lorraine M. Golio lmgolio@hotmail.com

 

Burri Insurance, Burri Law

630 Brooker Creek Blvd Suite 315 Oldsmar, FL 34677
(P) 813-818-7600 | (F) 813-818-0700

Robert Smedley smedley@burrinsurance.com

 

Catholic Mutual Group

10843 Old Mill Rd., Omaha, NE 68154 (P) 402-514-2209 | (F) 402-514-2290

Matt Hartz mhartz@catholicmutual.org

 

Christian Brothers Services

1205 Windham Pkwy., Romeoville, IL 60446 (P) 630-378-3092 | (F) 630-679-5117

Matt Robbie matt.robbie@cbservices.org

 

Gabriel, Roeder, Smith & Company

One Towne Square, Suite 800 Southfield, MI 48076 (P) 248-799-9000

Robert Nordin robert.nordin@gabrielroeder.com

 

Honkamp Krueger & Co., P.C. (HKP)

2345 JFK Road, Dubuque, IA 52002
(P) 888-556-0123

Tom Oglesby toglesby@hkpayroll.com

 

Interlogic Outsourcing, Inc.

1710 Leer Dr., Elkhart, IN 06082
(P) 888-697-0021 | (F) 574-206-0072

Bryan Gorman bryan.gorman@ioipay.com

 

MassMutual Financial Group

100 Bright Meadow Blvd., MIP: 181 Enfield, CT 06082
(P) 860-562-7148 | (F) 860-562-7148

Aston Blake ablake@massmutual.com

 

Mutual of America

Two Jericho Plaza, Suite 303 Jericho, NY 11753
(P) 516- 937-9177

David Lynch david.lynch@mutualofamerica.com

 

Paycor

4811 Montgomery Road Cincinnati, OH 45212 (P) 513-338-0303

Bryan Braswell  rruffing@paycor.com

 

Paylocity

3850 N Wilke Rd. Arlington Heights, IL 60004 (P) 321-926-2059

Rob Salas rsalas@paylocity.com

 

Proud to Protect

5115 Excelsior Blvd. #460
Minneapolis, MN 55416
(P) 612-216-4988 | (F) 612-395-9298

DJ Paxton dj@proudtoprotect.com

 

Prudential Retirement

30 Scranton Office Park Scranton, PA 18507 (P) 570-341-6271

William Walsh william.walsh@Prudential

 

SELECTiON.COM

155 Tri-County Pky., Suite 150
Cincinnati, OH 45246
(P) 513-522-8764 | (F) 513-728-4412

Wayne Jung wjung@selection.com

 

Strategic Growth Insurance Associates, Inc.

382 N. Lemon Ave., Suite 334
Walnut, CA 91789
(p) (480) 422-2562 | (c) 917.991.5151

Michael Clark mclark@sgiainc.com

 

USI Consulting Group

95 Glastonbury Boulevard, Suit 102 Glastonbury, CT 06033 (P) 860-368-2939 | (F) 610-537-4099

Elaine Borrelli Elaine.borrelli@usi.com

 

VALIC

2929 Allen Parkway L6-80
Houston, TX 77019
(P) 713-831-3336 | (F) 713-831-6161

Don Harris don.harris@valic.com

 

Villanova University Center for Church Managment & Business Ethics

800 Lancaster Avenue, Bartley Hall, Suite 2059 Villanova, PA 19085 (P) 610-519-6015

Matt Manion  matthew.manion@villanova.edu

 

VIRTUS Programs,National Catholic Services, LLC

3114 E. 81st, Suite 101 Tulsa, OK 74137 (P) 918-691-4885

Pat Neal pneal@virtus

 

White Oak Advisors, LLC

8888 Keystone Crossing, Ste 640 Indianapolis, IN 46240
(P) 317-218-1562 | (F) 317-333-7025

James D. Robison  jrobison@whiteadvisors.com

 

Who’s Where

371 Canal Park Dr., Duluth, MN 55802 (P) 218-726-1195 | (F) 218-726-0593

Ruth Berger rberger@points.north.com

 


 

2017 Sponsors

 


Diamond Sponsors

Diocese of Pittsburgh

 

 

Catholic Diocese of Pittsburgh, Most Rev. David A. Zubik


Platinum Sponsors

Catholic Cemeteries Arch of Chicago

Catholic Cemeteries Archdiocese of Chicago
Serving the community since 1837.

 

 

Christian Brothers Insurance

Christian Brothers Services

Christian Brothers Services is a nonprofit organization that administers cooperative programs in health/retirement, property/ casualty and consulting/technology to church organizations.  Founded in 1960, the company has grown to administer and serve 11 Trusts, which provide a variety of programs to congregations, organizations and dioceses both in the United States and Canada.


Gold Sponsors

AJGallagher

Arthur J. Gallagher & Co.
We focus on helping your community to reclaim funds for your ministry. We have been providing employee benefit and human resource for the Catholic Church for decades including: Benefit Plans; Property/Casual Programs; Retirement Plans; Clergy and Religious Plans; International Benefits.

 

Archdiocese of Seattle

Archdiocese of Seattle, Mary Santi

 

 

 


Silver Sponsors

IOIpayInterlogic Outsourcing, Inc.
Interlogic Outsourcing, Inc., is a national provider of payroll and employer services. Our state-ofthe-art web-based payroll and HRIS platform, IOIPay, offers smart solutions for progressive employers such as employee self-service, enhanced reporting, pay card, electronic time and attendance, and more. Plus, it’s all backed  by our award-winning customer service team.

 

MassMutual Retirement ServicesMassMutual Retirement Services
Over 60 years of experience has enabled Mass Mutual to develop unusually broad strength in serving retirement plans. MassMutual is well positioned to help ease the management of nonprofit organization plans. An integrated approach provides ease of administration, efficiencies of scale, and better employee understanding and appreciation of the benefits  they provide.

 

Prudential RetirementPrudential Retirement
Prudential Financial has been a leader in providing innovative services to retirement plan sponsors and participants for more than 90 years. Today, Prudential Financial is one of the largest financial institutions in the world, serving millions of individual and institutional clients in the US and abroad. Prudential Retirement, a business of Prudential Financial, has become one of the nation’s largest providers of retirement services.

 

ValicVALIC.com
VALIC is an industry leader and currently manages long term investment programs for more than 28,000 not for profit and for profit education, healthcare, public sector and other organizations representing nearly two million investors. VALIC markets these plans and services through financial advisors dedicated to providing personal, face to face service.

 

Virtus

VIRTUS Program
The VIRTUS Programs empower organizations and people to better control risk and improve the lives of all those who interact with the Church. All VIRTUS training programs, including the Protecting God’s Children programs, are comprehensive and multi-dimensional, incorporating proven best practice standards for the prevention of child sexual abuse.


Friend Sponsor

 

3DS_Logo 3rd Degree Screening, Inc.
3rd Degree Screening, a Woman Owned Small Business, is a national pre-employment background screening firm, performing all background check services and drug testing for staff and volunteers. Being passionate about Catholic education, and partnering with Catholic parishes, schools and Catholic charity offices, we welcome the opportunity to service your organization.

 

Ascension Catholic Church Church of the Ascension, Father Ed Pratt

 

 

 

BASBenefit Allocation Systems, INC
BAS provides over 75 Archdiocese, Diocese and other Catholic Entities highly-secure, in-thecloud benefits enrollments & administration, location premium billing, ACA Data Collection, Consolidation & Reporting solutions to help increase efficiencies and reduce costs. Other services include administration of Continuation  of Coverage, FSA. HRA, Pensions and Retiree  Premium Billing.

 

USI ConsultingUSI Consulting Group
USI Consulting Group is a leading mid-market, full service consulting firm providing retirement plan consulting, administration, outsourcing and actuarial services for approximately 1,400 clients. PLANADVISER magazine named USI Advisors, Inc. as one of the 2014 Top 100 Retirement Plan Advisers. We have extensive experience working with all types of church retirement plans and currently provide a broad range of services to over 30 diocesan organizations across the country.


 

Gift-In-Kind

Diocese of Nashville Diocese of Nashville

2017 Exhibitors


3:5-6 Maps
130 Mabry Hood Road, Suite 220,
Knoxville, TN 37922
(P) 865-694-5505  |  (F) 865-694-8817
Barry Perelman barry@356maps.com
Michael Sawyer

3rd Degree Screening, Inc.
100 East Bdwy, Suite 201,
Council Bluffs, Iowa 51503
(P) 712-256-6078  |  (F) 712-256-4251
Barb Crawford Barb.crawford@3rddegreescreening.com
Jeanie Waters

Arthur J. Gallagher & Co. 
2255 Glades Road, Suite 200E Boca Raton, FL 33431
(P) 561-998-6762   |   (F) 314-821-1798
Phil Bushnell phil_bushnell@ajg.com
Rani Heck Rani_Heck@ajg.com
Jeff Reagan jeff_reagan@ajg.com

Benefit Allocation Systems, Inc.
640 Freedom Business Center, Suite 300 PO Box 62407, King of Prussia, PA 19406
(P) 610-992-2516   |   (F) 610-992-2517
Robin Block RBlock@BASusa.com

Brenner, McDonagh & Tortolani, Inc.
109 Wildflower Circle, Westfield, MA 01085
(P) 800-836-3357
Lorraine M. Golio lgolio@bmtconsults.com

Burri Insurance Group
630 Brooker Creek Blvd Suite 315, Oldsmar, FL 34677
(P) 813-818-7600   |   (F) 813-818-0700
Dean Burri, Esq., LL.M., LL.M. burri@burriinsurance.com
Erica Knox, Esq., LL.M., LL.M.
Robert Smedley smedley@burriinsurance.com

Catholic Mutual Group
10843 Old Mill Road, Omaha, NE 68154
(P) 402-551-8765   |   (F) 402-551-2943
Matt Hartz mhartz@catholicmutual.org
Lori Kortright

Christian Brothers Services
1205 Windham Parkway Romeoville, IL 60446-1672
(P) 630-378-3092  |  (F) 630-679-5117
Terry Arya terry.arya@cbservices.org
Jim Ceplecha jim.ceplecha@cbservices.org

Gabriel, Roeder, Smith & Company
One Towne Square, Ste. 800, Southfield, MI 48076
(P) 248-799-9000  |  (F) 248-799-9020
Robert Nordin robert.nordin@gabrielroeder.com
Bonita Wurst  bonnie.wurst@gabrielroeder.com
Sheri Christensen sheri.christensen@gabrielroeder.com

Honkamp Krueger & Co., P.C.
2345 JFK Road, Dubuque, Iowa 52002
(P) 563-556-0123
Tom Oglesby toglesby@hkpayroll.com
Lynn Osterhaus
Leslie Lochner

Interlogic Outsourcing, Inc.
4300 North Miller Road, Suite 151 Scottsdale, AZ 85251
(P) 480-619-4110   |  (F) 888-446-7182
Bryan Gorman
Tasha Santalucia

Investing for Catholics
19200 Von Karman Avenue, Suite 150 Irvine, CA 92612
(P) 949-428-0432
Mary E. Brunson mary@ifa.com

Mass Mutual Financial Group
100 Bright Meadow Blvd., Enfield, CT 06082
(P) 860-562-7148
Jim Bitter
Dan Caple

Morneau Shepell
115 Perimeter Center Place NE, Atlanta, GA 31346
(P) 678-514-5396
Leigh A. Canavan lcanavan@morneaushepell.com
David Blum dblum@morneaushepell.com
Sharon Broadway sbroadway@morneaushepell.com

Paycor Inc.
4811 Montgomery Road, Cincinnati, OH 45212
(P) 704-839-3755   |  (F) 413-744-8497
Bryan Braswell bbraswell@paycor.com
Rich Evans
Eric Brasser

Paylocity
3850 N Wilke Rd., Arlington Heights, IL 60004
(P) 321-926-2059
Rob Salas rsalas@paylocity.com
Marisa Nino
Jeremy Harris
Denise Figone

Prudential Retirement
280 Trumbull Street, Hartford, CT 06103
(P) 614-353-1286   |  (F) 860-534-2052
John Byrne john.w.byrne@prudential.com

Reference Services Inc.
101 Plaza East Blvd, Suite 300, Evansville, IN 47715
(P) 812-474-9000 | (F) 812-474-9088
Lisa Corcoran Lcorcoran@referenceservices.com
Kyle Killett
Judy Jordan
Deb Keller
Dave Stinnett

Selection.com
155 Tri-County Pky., Suite 150, Cincinnati, OH 45246
(P) 800-325-3609   |  (F) 513-728-4412
Wayne Jung wjung@selection.com
Brian Huseman

STOP!T
1420 US Hwy 206, Suite 200, Bedminster, NJ 07921
(o) 908.748.4522
Jeffrey Mayerson, Vice President of Enterprise Solutions jmayerson@stopitsolutions.com

TIAA
6400 Fannin Street, Suite 2450, Houston, TX 77030
(P) 832-681-7435
Deanna Williams dmwilliams@tiaa-cref.org

USI Consulting Group
95 Glastonbury Boulevard, Glastonbury, CT 06033
(P) 860-368-2939   |  (F) 610-537-4099
Elaine Borrelli elaine.borrelli@usicg.com
Thomas Macaluso thomas.macaluso@usicg.com
Beth Allen beth.allen@usicg.com

VALIC
2929 Allen Parkway, Suite L6-80, Houston, TX 77019
(P) 713-831-1259  |  (F) 713-831-6161
Don Harris don.harris@valic.com
Jimmy Gauld
Greg Hyland

The VIRTUS Programs National Catholic Services, LLC
3114 E. 81 Street, Suite 101, Tulsa, OK 74137
(P) 888-847-8870   |  (F) 918-392-4400
Patricia Neal pneal@virtus.org

White Oak Advisors
8888 Keystone Crossing, Suite 640 Indianapolis, IN 46240
(P) 513-712-1817   |  (F) 317-333-7025
James D. Robison jrobison@whiteoakadvisors.com

Who’s Where
371 Canal Park Drive, Duluth, MN 55802
(P) 888-561-2072   |  (F) 218-726-0593
Ruth Berger rberger@points.north.com
John Foucault jfoucault@points.north.com

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