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2020 Annual Meeting

August 17-20, 2020

Hosted by: Principal Financial Group

REGISTER HERE

MEETING OBJECTIVE - AGENDA - REGISTER

MEETING OBJECTIVE

PORK CHOPS ON A STICK, FRIED PICKLES AND A SOAPBOX – POLITICS IS LOCAL, BUT RETIREMENT SECURITY DREAMS ARE UNIVERSAL.  

Retirement industry and political leaders team up to address the needs of today’s workers.   

The COVID-19 pandemic has changed the world.   Nothing is quite the same as it was before, except for our dreams of a secure retirement.   The desire for every worker to be able to work by choice, and not by necessity drives retirement savings behavior and employers’ retirement plan decisions.

The enactment of SECURE provided evidence that retirement plan professionals, lawmakers, and policy makers can find common grounds to enhance the retirement readiness and financial wellness of working Americans to keep the dream alive and well.

A few short months later, the COVID-19 pandemic threatened to unravel progress made, causing levels of unemployment not seen since the depression and leading some employers to back away from prior commitments tin support of the retirement aspirations of their workforce.  Once again, with the CARES Act, lawmakers and retirement plan professionals found a way to collaborate to meet the urgent needs of workers.

The role of 401(k) and 403(b) plan in the overall financial wellness of working Americans was demonstrated.  A role not limited to enhancing retirement readiness but also encompassing the accumulation of emergency savings that can help in the most dire moments.   Not only can 401(k), 403(b) and 457 plans help employees accumulate toward their goal to retire, plans can also help employees with their need for access to liquidity, immediate cash available in case of emergency.  Again, the partnership between political leaders and the retirement industry was a driving force.

For the first time at a Council meeting, we will invite lawmakers to engage in a dialogue with retirement plan professionals and to shape the way working Americans save and invest to meet retirement and other financial needs with expanded access and adequate funding by default.

AGENDA

Monday, August 17

All Times Eastern

10:00 a.m. - 11:00 a.m.

OPENING SESSION

  • Goals & Objectives
  • WOW! The COVID-19 Rollercoaster (retrospective)
  Panelists: Board of the Council
12:30 p.m.-1:30 p.m. SPONSOR BOOTHS
2:00 p.m.-3:00 p.m. Breakout Sessions – Advisor Best Practices
  Breakout 1 – Advanced Plan Designs
Moderator: Keith Gredys, Company Name
Location: Zoom meeting room TBA
  Breakout 2 – Jumbo Plans Track
Moderator: TBA (Jim Modelski?)
Location: Zoom meeting room TBA
  Breakout 3 – MEPs and PEPs
Moderator: Paula Henderson
Location: Zoom meeting room TBA
  Breakout 4 – Compensation of Team Members
Moderator: Rob Jennings and Gary Kleinschmidt
Location: Zoom meeting room TBA
  Breakout Session 5 – Driving Participant Engagement in Financial Wellness Initiatives
Moderator: TBA (Mike Kane?)
Location: Zoom meeting room TBA
  Breakout Session 6 – Advisor Team Management (recruiting, engaging, motivating)
Moderator: TBA (Tim Rice?)
Location: Zoom meeting room TBA
  Breakout Session 7 – Business Continuation Planning
Moderator: TBA
Location: Zoom meeting room TBA
  Breakout Session 8 – Distribution Products
Moderator: Mike Coelho
Location: Zoom meeting room TBA
3:30 p.m.-5:00 p.m. SPONSOR BOOTHS

Tuesday, August 18

10:00 a.m..-11:00 a.m.. GENERAL SESSION
We are not in Kansas Anymore

How the COVID-19 Pandemic, Market Downturn of 2020, and the CARES Act Will Shape the Retirement Plans Business for Years to Come
A prospective view on the Retirement Plans business in the Post-Covid-19 era. How the pandemic, the associated market downturn, and the CARES Act will change the behavior of plan participants, plan sponsors, and service models into the future. A pluri-disciplinary panel shares its outlook.
Moderator: TBA
Panelists: TBA

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

BREAKOUT SESSIONS – INVESTMENT MANAGER AND SERVICE PROVIDER STRATEGIC ISSUES

  Breakout Session 9 - Payroll Integration (Service Providers)
Moderator: TBA
 

Breakout Session 10 - Win-Win – Successful Examples of Advisor-Service Provider Partnerships (Service Providers)
Moderator: TBA

  Breakout Session 11 - ESG Investing? (Investment Managers
Moderator: TBA
 

Breakout Session 12 - QDIA? (Investment Manager
Moderator: TBA

 3:00 p.m. – 4:00 p.m. GENERAL SESSION
The art or science of how employers make buying decisions.
Speaker: TBA

5:00 p.m. -6:30 p.m.

SPONSOR BOOTHS

Wednesday, August 19

10:00 a.m. -11:00 a.m.

GENERAL SESSION
Tools of the trade
Moderator: TBA
Panelists: TBA

1:00 p.m. – 2:00 p.m.

GENERAL SESSION
Plan Sponsors Speaking on Financial Wellness
Moderator: TBA
Panelists: TBA

 3:00 p.m. – 4:00 p.m.

BREAKOUT SESSIONS – ADVISOR BEST PRACTICES (REPEATED)

  Breakout 1 – Advanced Plan Designs
Moderator: Keith Gredys, Company Name
Location: Zoom meeting room TBA
  Breakout 2 – Jumbo Plans track
Moderator: TBA (Jim Modelski?)
Location: Zoom meeting room TBA
 

Breakout 3 – MEPs and PEPs
Moderator: Paula Henderson
Location: Zoom meeting room TBA

 

Breakout 4 – Compensation of Team Members
Moderator: Rob Jennings and Gary Kleinschmidt
Location: Zoom meeting room TBA

  Breakout Session 5 – Driving Participant Engagement in Financial Wellness Initiatives
Moderator: TBA (Mike Kane?)
Location: Zoom meeting room TBA

 

Breakout Session 6 – Advisor Team Management (recruiting, engaging, motivating)
Moderator: TBA (Tim Rice?)
Location: Zoom meeting room TBA

  Breakout Session 7 – Business Continuation Planning
Moderator: TBA
Location: Zoom meeting room TBA
 

Breakout Session 8 – Distribution Products
Moderator: Mike Coelho
Location: Zoom meeting room TBA

5:00 p.m. -6:30 p.m. SPONSOR BOOTHS / RECEPTION

Thursday, August 20

10:00 a.m. -11:00 a.m.

GENERAL SESSION
Elected Policymakers
Moderator: TBA
Panelists: TBA

1:00 p.m. – 2:00 p.m.

GENERAL SESSION
Discussion With The Board and Committee Reports
Moderator: TBA
Panelists: Board Members and Committee Chairs

 3:00 p.m. – 4:00 p.m.

GENERAL SESSION
Closing Speaker- Cybersecurity and Fraud Prevention

 

REGISTRATION

REGISTER HERE