2015 Retirement Industry Conference Agenda

Wednesday, April 15, 2015

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

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

1.1 Interest Rate Scenarios and Implications
1.2 Nature vs. Nurture: Driving Participant Outcomes Using Targeted Campaigns vs. Plan Design
1.3 The Affluent and Their Advisors

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

Thursday, April 16, 2015

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

Understanding the Global Economy and Navigating the Financial Markets in an Unprecedented Era

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

Engaging the Multi-Generational Marketplace: How to Make Tomorrow’s Retirement Today’s Priority

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

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

2.1 Individual Annuities: Current Pathways and Future Trajectories
2.2 Plan Advisors: Straight Talk
2.3 Structuring DC Programs to Provide Retirement Income (1.5 EA Non-Core Credit Hours)
2.4 Get Real Already! Industry Innovation Through Authentic Language

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

1:00 p.m. - 2:15 p.m.: CONCURRENT SESSIONS

3.1 Variable Annuities Today: An Array of Designs
3.2 Session Cancelled
3.3 Models of Financial Advice for Retirement Plans
3.4 DC Insider Insights: What’s Washington Doing to Improve Retirement for Individuals?

2:15 p.m. - 2:30 p.m. - REFRESHMENT BREAK

2:30 p.m. - 3:30 p.m.: CONCURRENT SESSIONS

4.1 Fixed Indexed Annuities: Playing in the Big Leagues?
4.2 Annuities and Technology — What You Need to Know
4.3 Plan Sponsor Perspective: In-Plan Income Options
4.4 Understanding VA Policyholder Behavior — An Application of Predictive Analytics

3:30 p.m. - 4:00 p.m. - REFRESHMENT BREAK WITH EXHIBITORS

4:00 p.m. - 5:00 p.m. - GENERAL SESSION

What Do World Class Innovators Do That Others Don’t Do?

Friday, April 17, 2015

7:15 a.m. - 8:15 a.m. - CONTINENTAL BREAKFAST

7:30 a.m. - 9:15 a.m. - CANADIAN ISSUES BREAKFAST

Sponsored by CANNEX Financial Exchanges

8:15 a.m. - 9:15 a.m. - GENERAL SESSION

The Uncertainty Index

9:15 a.m. - 9:45 a.m. - REFRESHMENT BREAK AND EXHIBITOR RAFFLE

9:45 a.m. - 10:45 a.m.: CONCURRENT SESSIONS

5.1 Making the Efficient Frontier More Efficient with DIAs
5.2 Future of Annuity Distribution: Robo-Advisors? Direct? Traditional? Costcos?
5.3 Are Managed Accounts Better Than Other QDIAs? You Judge. (1.2 EA Non-Core Credit Hours)
5.4 Retirement Emotions, Expectations and Misperceptions: Implications for Marketers (1.2 EA Non-Core Credit Hours)

10:45 a.m. - 11:00 a.m. - REFRESHMENT BREAK

11:00 a.m. - 12:00 p.m.: CONCURRENT SESSIONS

6.1 Does Delayed Retirement Solve the Risk of Running Out of Money in Old Age?
6.2 Pay It Forward: Addressing the Financial Literacy Crisis
6.3 Data Is The New Currency

12:00 p.m. - CONFERENCE ADJOURNS