November 16, 2017

Sponsored and hosted by

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Prudential Financial Conference Center, 3rd Floor
655 Broad St
Newark, NJ 07102


As the leading voice for insured retirement strategies in Washington, D.C., IRI hosts an annual summit for the senior leadership of asset managers, broker-dealers and insurers to share thought leadership on the retirement plan business. Experts will examine topics such as innovations in plan design and access, gender inequality in the retirement space, and the forces affecting the future of the industry.

 

 
Agenda

 11:00
Welcome Remarks and Introductions
 11:15
The Future of the Retirement Industry:
Rising to New Heights or Status Quo 
 11:45
Multiple Employer Plans:
Providing Access to All Workers
12:15
 Break and Lunch
 1:00  Financial Wellness: Focusing on Clients' Goals 
 1:30
 Gender Retirement Gap
 2:00
 Break
 2:15
 Innovations in Plan Design
 2:45
 Tax Reform: Rothification Impact on Retirement Savings
 3:15
 IRI Retirement Security Blueprint
 3:45 – 4:00 pm
 Discussion and Wrap-Up





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Overview

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Speakers

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