April 20, 2021

2021VirtualEmployeeBenefit PlanConferenceA 3-Day Series on Retirement Plans

Terry Cosand oversees the firm’s Employee Benefit Plan practice which includes more than 300 employee benefit plan audits, as well as preparation of Form 5500 filings. Terry has more than 20 years of experience auditing public and private companies in a variety of industries with a primary focus on employee benefit plans for the past 15 years.

Terry is a member of the Texas Society of Certified Public Accountants (TXCPA), American Institute of Certified Public Accountants (AICPA), and serves as a member of various human resources groups, including the Worldwide Employee Benefits Network, DallasHR, and the Society for Human Resource Management.

Terry received her B.B.A. in Accounting from the Southern Methodist University.

Travis joined CAPTRUST in 2011 and currently serves as senior vice president and financial advisor. He is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Travis served as an investment advisor with benefits and insurance consulting firm Holmes Murphy & Associates, and has worked in the industry since 2006.

Terry CosandAudit Partner | Whitley Penn

Travis WhittenVice President | CAPTRUST

John joined CAPTRUST in 2010 as senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. John is a Certified Investment Management Analyst (CIMA), and in 2018 was recognized as Financial Times 401 Top Retirement Plan Advisor. Prior to joining the firm, John had a successful career with RBC Wealth Management’s Institutional Consulting Group, and has worked in the industry since 1970.

John received his B.A. in Finance from Baylor University and Bachelor of Arts degree in finance from Baylor University.

INDUSTRY DESIGNATIONS• Certified Investment Management Analyst (CIMA)

AWARDS AND RECOGNITIONS• 2018 Financial Times 401 Top Retirement Plan Advisor

John PickettSenior Vice President | CAPTRUST

Jim Griffin advises clients on legal issues involving employee benefit plans. He works closely with the ever-changing Internal Revenue Code and ERISA. In that work, he sees his role with clients as bringing simplicity to a complicated field so that the client’s employee benefit plan objectives may be satisfied. Jim has more than 30 years of experience representing clients in a wide variety of employee benefit plan matters involving 401(k) plans, group benefits and incentive arrangements.

Jim’s practice includes advising clients on issues arising under the Internal Revenue Code, Employee Retirement Income Security Act (ERISA), and other laws. He has particular experience in the following areas:

Advising clients in matters related to executive compensation, stock option plans, and the special tax-driven arrangements that are typically provided to C level employees. Counseling clients on IRS compliance, investments, vendor contracts, and plan administration with regard to 401(k) and pension plans Working with clients that have tax issues with Section 409A involving nonqualified plans.

Jim GriffinAttorney/Partner | Scheef & Stone L.L.P.

Patrick Stuhr, AIF is an Accredited Investment Fiduciary and the Managing Partner for Legacy 401k Partners, LLC. Mr. Stuhr has spent the last 20 years working with all aspects of 401k plans and their participants. Over the years, he spent time with both TD Ameritrade and Fidelity, working with their 401k clients. Mr. Stuhr is recognized as one of the top 401k advisors in the state of Texas and currently sits on the Referment Advisor Council, a group which brings together the top 401k specialists throughout the country to advocate for the longevity and success of the future of corporate retirement plans. He founded Legacy 401k Partners, LLC, a firm that focuses 100% of their resources and efforts advising and consulting on corporate retirement plans with plan sponsors. He understands the

importance of successful retirement plans for companies and their employees and recognizes the increased scrutiny and accountability being placed on plan sponsors and fiduciaries. Legacy 401k Partners has committed their practice to ensuring businesses have the right retirement plan in place and that the company and the employees are getting every benefit/resource to which they are entitled.

Mr. Stuhr resides in Fort Worth and has offices in Fort Worth, Grapevine and Dallas. He is married and has three daughters, ages 14, 11, 8.

Scott Sitzes is a Regional Director for Empower Retirement. In his role, Scott is responsible for retirement plan sales within the core market segment. Scott currently works with retirement plan advisors, plan sponsors, consultants, registered investment advisers, audit firms and third-party administrators to help provide a solid retirement plan solution for their clients and participants.

Scott joined the organization in 2009 and has over 26 years of retirement industry experience. Prior to Empower, Sitzes held positions as a Retirement Plan Consultant with Franklin Templeton and Regional Vice President of Retirement with ING (Voya).

Scott holds a Bachelor of Business Administration in finance from Texas Tech University. He currently maintains FINRA Series 6 and 63 securities registrations to coincide with sponsoring broker-dealer registrations. Scott also holds FINRA Series 7 credentials and state insurance licenses for Texas and Oklahoma. He lives in Lantana, Tx and enjoys spending time with his wife and 7 kids outdoors.

Patrick StuhrManaging Partner / Founder | Legacy410k Partners

Scott SitzesRegional Director | Empower Retirment

Thank you to our Sponsors

Thank you to our Sponsors