3 Major Spring Retirement Industry Events: The Highlights
Ready to travel for work again? You’re in luck, as there’s plenty of opportunities to attend retirement industry events this Spring, and some top-flight speakers are set to keynote.
Here’s a closer look at three notable retirement industry events on the docket in April and May.
NAPA 401(k) Summit
When & Where: April 3-5, Tampa, Fla.
Website: https://napasummit.org/
The Pitch: “The NAPA 401(k) Summit is the nation’s largest and most prestigious conference for retirement plan advisors, and the only industry convention that delivers actionable, unbiased content designed by advisors, for advisors. Whether you need high-level insight into what’s happening on Capitol Hill or practical knowledge that helps you manage and grow your business, the 401(k) Summit has something for you.”
Agenda Highlights:
• From the Hill to the Summit: Up-to-the-minute, unvarnished actionable insights on the latest developments on Capitol Hill and from the regulatory agencies from NAPA Executive Director & CEO, American Retirement Association, Brian Graff; Drew Crouch, Senior Counsel, Tax and ERISA of the Senate Committee on Finance; and former Assistant Secretary of Labor Preston Rutledge.
• Behavioral Economics and Retirement Income: “Auto everything” has been a godsend to millions of working Americans who needed help getting started saving and investing for their retirement. However, decumulation—the spending down, or living on, those retirement savings is an intensely personal issue, and one that requires a different approach. Professor Shlomo Benartzi will explain how we can create a new behavioral economics approach/toolkit for producing retirement income. (Hint: it’s not about products, it’s about a process), how to apply this new approach to boost peace of mind and ultimately financial wellness in a scalable and affordable fashion. He’ll also unveil some surprising new data from an advisor who has implemented this PensionPlus approach.
• Jim Kelly—A Journey of Perseverance: NFL Hall of Fame Quarterback and Keynote Speaker Jim Kelly has faced success, adversity, joy, and sorrow. But he always maintained an appreciation for life, which fueled his passion for faith, family, friends, and fans. That’s why Kelly hopes his keynote address and story can inspire everyone to make a difference—today!—for someone who is fighting for their tomorrow. He will share his life-changing perspectives and inspirational message of resilience during this session.
• What the Best Advisors Do Every Day to Make Them the Best: A diverse panel of leading advisors from all parts of the country, different races, genders, ages, and firm types will share their perspectives and insights on their paths to success, their best practices, lessons learned, and the implications of new trends and legislative change—all the things that have made them the nation’s best.
• “Family” Feuding: Gauging Plan Sponsor Perspectives: Two panels of leading advisors—one from major aggregators, the other from wirehouses/independents—will try to match their perspectives with that of plan sponsors on a series of key plan design issues and priorities (PEPs, managed accounts, benefit retention strategies, financial wellness, target-date funds, etc.), in a session that will not only illuminate those differences, but provide insights on how to best reconcile those perception gaps and close them with better solutions.
NEXT PAGE: 2022 Retirement Industry Conference
2022 Retirement Industry Conference
When & Where: May 11-13, 2022, Boston
Website: 2022 Retirement Industry Conference
The Pitch: “Our theme, ‘Retirement in a New Normal,’ will steer us forward as we define what the post-pandemic world means for us in our big return to in-person meeting. We’ll discuss industry innovations, regulatory and compliance updates, what’s going on in Washington, PEP and annuity markets, and more through the lens of the new normal… Hosted by the LIMRA LOMA Secure Retirement Institute and the Society of Actuaries, the Retirement Industry Conference will provide plenty of opportunities to learn about what’s coming, formulate plans to overcome challenges, and share successes with your peers face-to-face in Boston. You’ll leave refreshed with actionable takeaways to face this new normal with confidence.”
Agenda Highlights:
• An Industry Update: Hear what the latest research is telling us about industry trends, new regulations affecting our products, and how we can shape the new normal to advance the industry and benefit our consumers, all from David Levenson, President and CEO, LIMRA, LOMA and LL Global.
NEXT PAGE: Broadridge Fi360 Solutions Annual Conference 2022
Broadridge Fi360 Solutions Annual Conference 2022
When & Where: May 15-17, 2022, Austin, Texas + Virtual
Website: Broadridge Fi360 Solutions
The Pitch: “This year’s conference is significant for the industry as we bring together our two must-attend annual events—the Matrix GetConnected and Broadridge Fi360 Solutions Annual Conference. Together these two conferences will be rebranded as the Broadridge Fi360 Solutions Annual Conference. By combining these two industry events, the Broadridge Fi360 Solutions Annual Conference is now one of the premier professional development and networking conferences in the wealth and retirement space. Attendees from across the country will be able to grow their fiduciary knowledge by participating in insightful learning sessions, innovative workshops, thought-provoking discussions, and robust networking opportunities, either in-person or virtually!”
Agenda Highlights:
• Depoliticizing and Demystifying ESG for Retirement Plans: Interest in Environmental, Social and Governance (ESG) investing continues to soar as investment professionals find that their clients, boards and investment committees are asking for more insights and options, especially as they consider investing for retirement. However, ESG has also become a polarizing topic amidst shifting regulatory winds. Political association and uncertainty can often overshadow some of the core pillars of prudent ESG investing, like fundamental securities analysis, valuation and pursuit of long-term risk-adjusted returns. This keynote session, led by Mary Green and Kary Moore of Federated Hermes, is tailor-made to take the politics out of ESG investing. They’ll bring you up to date with the current regulatory landscape, increase your ESG fluency and highlight the benefits of authentic ESG integration and engagement as drivers of long-term risk-adjusted returns for beneficiaries.
• Top Four Fiduciary Trends in 2022 and Beyond: In this conversation between fiduciary experts Blaine Aikin and Duane Thompson, they will cover the four fiduciary trends that most interest them in 2022. Together they will look at ESG investing, where they see regulators going next with the definition of “fiduciary,” trends in ERISA litigation, and where we are today with suitability vs. fiduciary standards. They will discuss both what each of these trends means for fiduciaries now and what these trends collectively mean for the fiduciary standard going forward.
• The DOL’s New Fiduciary Rule, PTE 2020-02, and its Impact on Investment Advisers: Noted ERISA attorney Fred Reish will lead this highly anticipated educational session on the enforcement of the Department of Labor’s Prohibited Transaction Exemption (PTE) 2020-02. Following the session you will also have the option to join a Tech Talk walking you through Decision Optimizer—a scalable, user-friendly solution that can help you solve for the increased oversight.