2015 Retirement Industry Conference Agenda
Wednesday, April 15, 2015
1:00 pm - 6:30 pm - REGISTRATION
4:00 pm - 5:00 pm: 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 pm - 6:30 pm - WELCOME RECEPTION WITH EXHIBITORS
Thursday, April 16, 2015
7:00 am - 5:00 pm - REGISTRATION
7:00 am - 8:00 am - CONTINENTAL BREAKFAST
8:00 am - 9:00 am - GENERAL SESSION
Understanding the Global Economy and Navigating the Financial Markets in an Unprecedented Era
9:00 am - 10:00 am - GENERAL SESSION
Engaging the Multi-Generational Marketplace: How to Make Tomorrow’s Retirement Today’s Priority
10:00 am - 10:30 am - REFRESHMENT BREAK WITH EXHIBITORS
10:30 am - 11:45 am: 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 am - 1:00 pm - LUNCHEON WITH EXHIBITORS
1:00 pm - 2:15 pm: 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 pm - 2:30 pm - REFRESHMENT BREAK
2:30 pm - 3:30 pm: 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 pm - 4:00 pm - REFRESHMENT BREAK WITH EXHIBITORS
4:00 pm - 5:00 pm - GENERAL SESSION
What Do World Class Innovators Do That Others Don’t Do?
Friday, April 17, 2015
7:15 am - 8:15 am - CONTINENTAL BREAKFAST
7:30 am - 9:15 am - CANADIAN ISSUES BREAKFAST
Sponsored by CANNEX Financial Exchanges
8:15 am - 9:15 am - GENERAL SESSION
The Uncertainty Index
9:15 am - 9:45 am - REFRESHMENT BREAK AND EXHIBITOR RAFFLE
9:45 am - 10:45 am: 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 am - 11:00 am - REFRESHMENT BREAK
11:00 am - 12:00 pm: 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