2021 Retirement Industry Conference Agenda

Wednesday, May 12, 2021

10:30 a.m. - 11:00 a.m. - EXHBIT HALL OPEN

11:05 a.m. - 12:00 p.m. - GENERAL SESSION

The Generalist Advantage: Zoom Out to Anticipate the Future

12:00 p.m. - 12:30 p.m. - BREAK

12:30 p.m. - 1:30 p.m.: BREAKOUT SESSIONS

1.1 Capital Markets Update: What's in Store for Annuities
1.2 Retirement Risks: Has COVID Changed Perceptions and Management?
1.3 Financial Wellness in the Workplace

1:30 p.m. - 2:00 p.m. - BREAK

2:00 p.m. - 3:00 p.m.: BREAKOUT SESSIONS

2.1 Low Interest Rates -Tip of the Iceberg?
2.2 New Frontiers in In-Plan Guaranteed Solutions
2.3 Pension Risk Transfer – Recent Trends and Drivers

3:00 p.m. - 3:15 p.m. - BREAK

3:15 p.m. - 4:15 p.m.: BREAKOUT SESSIONS

3.1 Welcome to the P-E-P-A-R-T-Y...
3.2 Digital Transformation: How a Global Pandemic Fueled Industry Disruption
3.3 Redefining Retirement Planning: Approaches to Retirement Income

Thursday, May 13, 2021

10:30 a.m. - 11:00 a.m. - EXHBIT HALL OPEN

11:00 a.m. - 12:00 p.m. - GENERAL SESSION

Retirement Regulation: An Insider's View of Current and Future Events

12:00 p.m. - 12:30 p.m. - BREAK

12:30 p.m. - 1:30 p.m.: BREAKOUT SESSIONS

4.1 Data and Privacy in the Digital Age
4.2 Thinking Ahead: A Guide to Transitioning Financial Decisions
4.3 Annuity Market & Forecast Overview

1:30 p.m. - 1:45 p.m. - BREAK

1:45 p.m. - 2:45 p.m.: BREAKOUT SESSIONS

5.1 Impact of Automation on Retirement Security
5.2 The Future of Work
5.3 Benefits of Integrating Insurance Products in a Retirement Plan

2:45 p.m. - 3:00 p.m. - BREAK

3:00 p.m. - 4:00 p.m.: SPECIAL FOCUS SESSIONS

Regulatory Update for Institutional (Workplace) Retirement
Washington Update: Retail Annuities

4:00 p.m. - ADJOURNMENT