Schedule & Topics

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

Schedule:

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