2018 Retirement Industry Conference Agenda

Wednesday, April 11, 2018

1:00 p.m. - 6:30 p.m. - REGISTRATION

4:00 p.m. - 5:00 p.m.: CONCURRENT SESSIONS

1.1 Taking On the “D” Word
1.2 Technology in Workplace Retirement Plans
1.3 Blockchain and Insurance
1.4 Asia Consumers – Why? They’re 2/3rds of the World Population

5:15 p.m. - 6:30 p.m. - WELCOME RECEPTION

Thursday, April 12, 2018

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 Future of Financial Planning: Personalized Finance in the Digital World

Sponsored by Voya

9:00 a.m. - 10:00 a.m. - GENERAL SESSION

Plan Sponsor Confidential

10:00 a.m. - 10:30 a.m. - REFRESHMENT BREAK

10:30 a.m. - 11:45 a.m.: CONCURRENT SESSIONS

2.1 Annuities: Are We Swinging and Missing on Guaranteed Lifetime Income?
2.2 Consumer Decision-Making and Managing of Retirement Risks
2.3 Financial Wellness
2.4 Product: The View from the Other Side!

11:40 a.m. - 1:00 p.m. - CANADIAN ISSUES LUNCHEON

Sponsored by CANNEX Financial Exchanges

11:45 a.m. - 1:00 p.m. - LUNCHEON

1:00 p.m. - 2:00 p.m.: CONCURRENT SESSIONS

3.1 Annuity Product Trends and Issues
3.2 Small Business Insights
3.3 Dynamics in Your Distribution Channels: Where Is the Momentum?
3.4 What's Old Is New: Aging Consumer Needs and Who Pays?

2:00 p.m. - 2:15 p.m. - BREAK

2:15 p.m. - 3:15 p.m.: CONCURRENT SESSIONS

4.1 What Do RIAs Really Think of Annuities?
4.2 The Consultant’s View…A Critical Perspective
4.3 Insurtech Developments in the Retirement Industry
4.4 Trends in Workplace Retirement

3:15 p.m. - 3:45 p.m. - REFRESHMENT BREAK

3:45 p.m. - 4:45 p.m. - GENERAL SESSION

The Retirement Industry: What Role Will You Play In the Future?

4:45 p.m. - 5:45 p.m. - WOMEN'S LEADERSHIP RECEPTION

6:00 p.m. - 8:00 p.m. - ALL-CONFERENCE EVENING EVENT

Sponsored by S&P Dow Jones Indices

Friday, April 13, 2018

7:00 a.m. - 8:00 a.m. - CONTINENTAL BREAKFAST

8:00 a.m. - 9:00 a.m. - GENERAL SESSION

Inside Washington: The Policy and Politics of Financial Services

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 Longevity Lifestyle Preparation
5.2 Product Development: What's Next For Annuity Products?
5.3 Workplace Retirement Litigation Update and Insights
5.4 The Other Retirement Crisis and What Our Industry Can Do About It

10:30 a.m. - 10:45 a.m. - BREAK

10:45 a.m. - 11:45 a.m.: CONCURRENT SESSIONS

6.1 Newly Proposed ASOPs: Pricing, Modeling and Setting Assumptions
6.2 Annuity Placements: The View from Both Sides of the Fence
6.3 Focus on Governmental Plans