Schedule & Topics

We’re in the process of building out the full schedule of events for the 2021 program.


Our event begins with a scramble golf tournament on Sunday at 8AM. Conference formally beings with a cocktail reception with exhibitors from 6-8PM, followed by networking with a special guest at The Breakers Beach Club from 8-10PM.

Sessions begin on Monday at 8AM, after a 7AM continental breakfast with exhibitors. Event continues with a cocktail reception with exhibitors from 5-7PM, followed by an after-hours cigar networking social at 9PM at The Breakers Beach Club. Sessions continue on Tuesday and conclude at 1PM.

Session Focus:

Here’s a preliminary snapshot of topics being covered:

  • Keynote with Charlie Nelson, VOYA Financial
  • Solving for Lifetime Income: The Path Forward
  • Role ESG Plays in DC retirement plans
  • Aggregators Changing the Distribution Landscape
  • Platform Modernization
  • Designing Impactful, Post-Pandemic Financial Wellness Program
  • State of Retirement 2025 & Beyond
  • Lifetime Income – 2 Years Since the SECURE Act
  • Cybersecurity & Privacy
  • Asset Managers Outlook in this Consolidating World
  • Using Alternatives in Retirement
  • Advisor panel: What Advisors Want
  • Lifetime Income: Managing Decumulation Strategies
  • PEP: Welcome to the World, Now What?
  • Personalization
  • Washington Regulatory & Legislative Update
  • Future of Retirement for Plan Sponsors & Participants