2019 Retirement Industry Conference Agenda
Wednesday, April 3, 2019
1:00 pm - 6:30 pm - REGISTRATION
4:00 pm - 5:00 pm: 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 pm - 6:30 pm - WELCOME RECEPTION
Thursday, April 4, 2019
7:00 am - 4:45 pm - REGISTRATION
7:00 am - 8:00 am -
8:00 am - 8:15 am - GENERAL SESSION
8:15 am - 9:00 am - GENERAL SESSION
The Lines Are Blurring: Key Retirement Trends Shaping Our Industry
9:00 am - 10:00 am - GENERAL SESSION
Disruptive Innovation: FinTech and the Potential to Revolutionize the Financial Services Sector
10:00 am - 10:30 am - REFRESHMENT BREAK
10:30 am - 11:30 am: 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 am - 1:00 pm - LUNCHEON
1:00 pm - 2:00 pm: 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 pm - 2:15 pm - BREAK
2:15 pm - 3:15 pm: 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 pm - 3:45 pm - REFRESHMENT BREAK
3:45 pm - 4:45 pm - GENERAL SESSION
Inside the White House and Current Events
4:45 pm - 5:45 pm - WOMEN LEADERS' RECEPTION
6:00 pm - 8:00 pm - ALL CONFERENCE EVENING EVENT
Friday, April 5, 2019
7:00 am - 8:00 am - CONTINENTAL BREAKFAST
8:00 am - 9:00 am - GENERAL SESSION
The Current and Future Role of Social Security in Retirement Planning
9:00 am - 9:30 am - REFRESHMENT BREAK AND EXHIBITOR RAFFLE
9:30 am - 10:30 am: 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 am - 10:45 am - BREAK
10:45 am - 11:45 am: SPECIAL FOCUS SESSIONS
Retirement Game Changers: Helping Consumers Plan for a Financially Secure Retirement
Breaking Thru: New Directions in Participant Engagement