Posted on May 13, 2019

Engaging Agenda Highlights Regulatory, Compliance, Ops & Tech Issues

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) will host its “ACTION19” conference in Washington, D.C. this week. The event is designed to capitalize on the synergies between the retirement income industry’s most dynamic thought leaders in the advocacy, legal and compliance community and the operations and technology community.

A full agenda of speakers, panel discussions and business networking activities are planned for the Washington, D.C. event, which runs May 15-May 17. Industry, government and outside experts will be featured presenters and panelists in general audience sessions and in several break-out sessions designed to stimulate more detailed discussions on key  issues.

Featured speakers/panelists include:

The Honorable Joe Crowley, Former Member of Congress (D-New York), Senior Policy Advisor, Squire Patton Boggs

The Honorable Luke Messer, Former Member of Congress (R-Indiana)
Principal Faegre Baker Daniels Consulting

William J. Kotapish, Assistant Director, Disclosure Review Office (Insured Investments), Division of Investment Management, U.S. Securities and Exchange Commission (SEC)

Michael C. Pawluk, Senior Special Counsel, Division of Investment Management, SEC

David Fenimore, CEO of Insurance Technologies

Session topics include:

  • Acting in the Consumer’s Best Interest: What Does it Mean, and How Do We Get There?
  • Leveraging AI and Data Science to Grow the Business
  • The View From Washington:Outlook for 2019 and Beyond for the Retirement Income Industry
  • Achieving Utopia: The Next Gen of Ops/Tech
  • The Long and Winding Road to a Variable Product Summary Prospectus
  • Rulemaking, Examination, Enforcement, and Retirement Plan Litigation Developments
  • Technology Innovation and Implementation

“With the rapidly changing regulatory environment, the importance of collaboration across these communities has never been more apparent,” said Wayne Chopus, IRI president and CEO.  “We are coming together to discuss the latest legal and regulatory developments, opportunities to influence the shape of future laws and rules, and how technology is helping our industry adapt to the evolving environment.”

NOTE: Media representatives interested in attending ACTION19 conference should contact Dan Zielinski at

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Contact: Dan Zielinski