2019 Retirement Industry Conference Agenda

Wednesday, April 3, 2019

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

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

1.1 Actuarial Professionalism — You Know It Don’t Come Easy
1.2 CX 101: No Assumptions
1.3 Broker Dealer Models in the Defined Contribution Space
1.4 Fraudsters Share Information — Shouldn't We?

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

Thursday, April 4, 2019

7:00 a.m. - 4:45 p.m. - REGISTRATION

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

8:00 a.m. - 8:15 a.m. - GENERAL SESSION

8:15 a.m. - 9:00 a.m. - GENERAL SESSION

The Lines Are Blurring: Key Retirement Trends Shaping Our Industry

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

Disruptive Innovation: FinTech and the Potential to Revolutionize the Financial Services Sector

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

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

2.1 Latest Trends in Defined Contribution Plans
2.2 The Five Ps of the Annuity Market: Predict, Plan, Prepare, Prevent . . . and Predict
2.3 Technology and Advisors: Tools to Build Better Retirement Solutions
2.4 Asset Retention Post DOL

11:30 a.m. - 1:00 p.m. - LUNCHEON

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

3.1 Why People Don’t Buy Annuities
3.2 Investment Into the Future – Venture Capital and Innovation
3.3 Best Interest and Suitability: What’s Next from the NAIC and SEC?
3.4 Institutional Retirement Legislative and Regulatory Update
3.5 Financial Wellness and Health

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

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

4.1 The Challenges of Retirement in the Future Economy
4.2 Mortality Drivers: Implications for Retirement Products
4.3 Changing the Perception of Annuities
4.4 For Success in the Fee-Based Insurance Market: Technology is King
4.5 What’s Old is New Again: Retirement Policy from Capitol Hill to Main Street

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

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

Inside the White House and Current Events

4:45 p.m. - 5:45 p.m. - WOMEN LEADERS' RECEPTION

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

Friday, April 5, 2019

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

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

The Current and Future Role of Social Security in Retirement Planning

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 LTC Product Innovations for a More Financially-Secure Retirement
5.2 Perspectives of Five Generations on Key Financial/Retirement Issues
5.3 Distribution Speaks: What Should Insurers Know About Income?
5.4 Expanding Retirement Plan Coverage

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

10:45 a.m. - 11:45 a.m.: SPECIAL FOCUS SESSIONS

Retirement Game Changers: Helping Consumers Plan for a Financially Secure Retirement
Breaking Thru: New Directions in Participant Engagement

11:45 a.m. - ADJOURNMENT