Business & Finance

RANDUG 2026 Annual Meeting

The RANDUG 2026 Annual Meeting brings together industry professionals for three days of discussion, education, and networking. Hosted at the Sandpearl Resort in Clearwater Beach, Florida, the event features sessions on the latest in recordkeeping, compliance, technology, and retirement plan administration. Participants can expect insightful talks, interactiv…

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15Speakers
15Sponsors
0Sessions
19Companies · in total

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Speakers

Programmed at RANDUG, in alphabetical order.

Bo Baribeau
Broadridge / Matrix
Bruce Matta
Broadridge / Matrix
Chip Moore
VP Business Development · LDIntelligence
Colleen Williams
David Schultz
Relius
Jeremy Gioia
VP Product Technology · LDIntelligence
Mark Reasoner
Relius
Mary Brown
Relius
Melissa Thompson
Broadridge / Matrix
Millie Ferrare
Phu Le
Relius
Steve McCoy
COO · LDIntelligence
Tom Makeever
Partner · GSM Marketing
Valerie Gray
Relius
Warren Jennings

Sponsors

The companies behind the program. Tiers as disclosed.

ASCExhibit Sponsor
ATSPresentation Sponsor
BroadridgePresentation Sponsor
Charles SchwabRecordkeeping / Admin Sponsor
Congruent SolutionsRecordkeeping / Admin Sponsor
Fidelity InvestmentsReception Sponsor
groupiraExhibit Sponsor
GSMPresentation Sponsor
Penchecks TrustReception Sponsor
PenelopeRecordkeeping / Admin Sponsor
PlanNoticeExhibit Sponsor
SepireExhibit Sponsor
SS&CRecordkeeping / Admin Sponsor
TCRExhibit Sponsor
Wolters KluerExhibit Sponsor
Company intelligence

An audience of 19 companies, parsed from the program.

Nineteen companies in attendance.

The numbers below are derived from the speakers, sponsors, and exhibitors on this page, cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.

Who's in the room
0All threespeak · spons · exh
15Sponsoringsponsor only
4Speakingspeaker only
Speakers by seniority

27% of the speakers carry senior titles: C-suite, Founder, VP, or Director-level.

  • C-suite17%
  • Founder / Owner17%
  • VP-level213%
  • Other roles1173%

Of 15 speakers · classified by free-text title

Most-represented companies
#CompanyRolesSpeakers
1Relius5
2ASCSponsor · Exhibit Sponsor-
3ATSSponsor · Presentation Sponsor-
4BroadridgeSponsor · Presentation Sponsor-
5Broadridge / Matrix3
6Charles SchwabSponsor · Recordkeeping / Admin Sponsor-
7Congruent SolutionsSponsor · Recordkeeping / Admin Sponsor-
8Fidelity InvestmentsSponsor · Reception Sponsor-
9groupiraSponsor · Exhibit Sponsor-
10GSMSponsor · Presentation Sponsor-
11LDIntelligence3
12Penchecks TrustSponsor · Reception Sponsor-
13PenelopeSponsor · Recordkeeping / Admin Sponsor-
14PlanNoticeSponsor · Exhibit Sponsor-
Sponsors by tier
exhibit sponsor6
40% of 15
presentation sponsor3
20% of 15
reception sponsor2
13% of 15
recordkeeping / admin sponsor4
27% of 15
Related events · by shared sponsors
ConferenceDateCityShared sponsors
CLO Summit 2026December 1, 2026Dana Point2