Event Topics

Gain insights on critical trends in DC workplace investment plans at our upcoming virtual conference.


  • Insights from the Regulators on Recent Guidance
  • Update from the Hill
  • PEPs/MEPs: What’s Next
  • Universal Workplace Savings Plans
  • Using Alternatives in DC Plans
  • Deep Dive on SECURE – Open Questions on Key Operational Aspects
  • Public Pensions & Aftermath of COVID-19
  • How the World Saves
  • Financial Wellness: Priorities and Challenges
  • Engaging Participants Post Crisis
  • Privacy
  • Industry Roundtable Discussion on Lifetime Income Disclosures
  • Recent Plan Litigation: Key Takeaways for Fiduciaries
  • Trust: The Most Important Factor
  • Exploring Portability of Lifetime Income
  • Adoption of ESG Globally
  • Global Aging and Lifetime Income: How Should Global DC Systems Cope?
  • Will Europe Embrace DC Savings?
  • Fraud Prevention
  • Role of the Employer in DC Plans

Featured conferees include elected government officials, policy experts, academics and of course practitioners from across the spectrum of record-keeping, asset management, personal wealth management and financial technologies.