2017 Retirement Industry Conference Agenda
Wednesday, April 26, 2017
1:00 p.m. - 6:30 p.m. - REGISTRATION
4:00 p.m. - 5:00 p.m.: CONCURRENT SESSIONS
1.1 Improve Target Marketing With Big Data and Analytics
1.2 Increasing Coverage With State Sponsored Retirement Programs: $6 Trillion...39 Million...34% (1.2 EA Non-Core Credit Hour)
1.3 The Digital Insurer: The Art of the Possible
1.4 Product Development: Navigating the Fidicuary Fog
5:15 p.m. - 6:30 p.m. - WELCOME RECEPTION WITH EXHIBITORS
Thursday, April 27, 2017
7:00 a.m. - 5:00 p.m. - REGISTRATION
7:00 a.m. - 8:00 a.m. - CONTINENTAL BREAKFAST
8:00 a.m. - 9:00 a.m. - GENERAL SESSION
The Washington Update: Strategies for Investment and Retirement Planning in the New Political Environment (1 EA Non-Core Credit Hour)
9:00 a.m. - 10:00 a.m. - GENERAL SESSION
Has the DOL Fiduciary Rule Been “Trumped”?
10:00 a.m. - 10:30 a.m. - REFRESHMENT BREAK WITH EXHIBITORS
10:30 a.m. - 11:45 a.m.: CONCURRENT SESSIONS
2.1 Distribution SPEAKS! How to Survive in the New World
2.2 Mortality Trends: The Good, The Bad, and The Future (1.5 EA Non-Core Credit Hour)
2.3 What’s Next in the Rollover Market?
2.4 DC Litigation Trends (1.5 EA Non-Core Credit Hour)
11:45 a.m. - 1:00 p.m.: LUNCHEONS
Luncheon with Exhibitors
Canadian Issues Luncheon
Sponsored by CANNEX Financial Exchanges
1:00 p.m. - 2:15 p.m.: CONCURRENT SESSIONS
3.1 What’s Driving the Dramatic Changes in the Individual Annuity Marketplace?
3.2 What Are They Thinking? Plan Sponsors Speak (1.5 EA Non-Core Credit Hour)
3.3 Impact on Consumers of Changing Retirement Social Insurance Programs (1.5 EA Non-Core Credit Hour)
3.4 Lifetime Income Challenges and Improving Retiree Outcomes (1.5 EA Non-Core Credit Hour)
2:15 p.m. - 2:30 p.m. - REFRESHMENT BREAK
2:30 p.m. - 3:30 p.m.: CONCURRENT SESSIONS
4.1 The Retirement Income Planning Imperative
4.2 Product and Needs Analysis Tools for the New Fiduciary World
4.3 Pension Risk Transfer: Current Landscape and Market Trends (1.2 EA Non-Core Credit Hour)
4.4 The Global Pension Gap Epidemic and Vaccine (1.2 EA Non-Core Credit Hour)
3:30 p.m. - 4:00 p.m. - REFRESHMENT BREAK WITH EXHIBITORS
4:00 p.m. - 5:00 p.m. - GENERAL SESSION
Winning With Boomers: How to Effectively Reach and Sell to Today’s Boomer Consumer
5:00 p.m. - 6:00 p.m. - Women in Retirement Reception
Friday, April 28, 2017
7:00 a.m. - 8:00 a.m. - CONTINENTAL BREAKFAST
8:00 a.m. - 9:00 a.m. - GENERAL SESSION
Planning for an Expensive Retirement
9:00 a.m. - 9:30 a.m. - REFRESHMENT BREAK AND EXHIBITOR RAFFLE
9:30 a.m. - 10:30 a.m.: CONCURRENT SESSIONS
5.1 Leadership Perspectives: Industry Benchmarking, Behavioral Analytics, and Executive Communication
5.2 No Wall Here...Crossing The Border To Annuity Design Strategies
5.3 Technology Trends: Keep Up or Get Left Behind
5.4 Financial Wellness
10:30 a.m. - 10:45 a.m. - REFRESHMENT BREAK
10:45 a.m. - 11:45 a.m.: CONCURRENT SESSIONS
6.1 DOL Fiduciary Rule: Status Update and Compensation Issues
6.2 Understanding Impact of Debt on Retirement (1.2 EA Non-Core Credit Hour)
6.3 Helping Participants Understand Longevity Risk (1.2 EA Non-Core Credit Hour)