November 16, 2017

Sponsored and hosted by

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


Speakers 

 

Welcome Remarks

Lee Covington
SVP & General Counsel
IRI

Srinivas Reddy
SVP, Head of Full Service Investments
Prudential Financial

The Future of Retirement Plans Industry, Rising to New Heights or Status Quo?

Joseph Ready
EVP, Wells Fargo Institutional Retirement & Trust
Wells Fargo

Multiple Employers Plans—Providing Access to All Workers

Bennet Kleinberg
VP of Innovation
Prudential Financial

Financial Wellness—Focusing on Clients’ Goals

Stephen Mitola
Senior Vice President
Key Bank

Armen Zavarelli
SVP, Branch Investment Sales & Service Development Manager
Key Bank

Gender Retirement Gap

Diane Garnick
Chief Income Strategist
TIAA

Innovations in Plan Design

Tripp Braillard
Senior Vice President
Pacific Investment Management Company

Todd Williams
VP, National Accounts
American Century Investments

Steve Geisert
Director
Blackrock

Brian Lynch
Strategic Account Manager
Franklin Templeton Investments

Tax Reform: Rothification Impact on Retirement Savings

Kevin McGarry
Associate Vice President
Nationwide Retirement Institute
 
IRI Retirement Security Blueprint and Treasury Department’s Recommendations

Lee Covington
Senior Vice President and General Counsel
IRI

Paul Richman
Vice President, Government Affairs
IRI

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Agenda

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Overview

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