2020 Annual Meeting
August 17-19, 2020
Virtual Meeting - On-line Convention Center (built by MetroConnections)
MEETING OBJECTIVE - AGENDA - REGISTER
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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 in 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
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Goals & Objectives | |||
President Meeting Planning Committee Co-Chairs |
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WOW! The COVID-19 Rollercoaster |
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12:30 p.m. - 1:30 p.m. | EXHIBIT HALL AND EDUCATIONAL SESSIONS Engaging plan sponsors and participants in a post COVID-19 world Learning objectives
Speaker: Colin Feehan, Director, Consultant Relations, TIAA Collective Investment Trusts (CITs): At the Tipping Point
Speaker: Jason Colarossi, VP, National Retirement Strategist Elevate Your Game - Technology How to Evaluate Income Options in Post-Secure Act World State of the participant in a COVID-19 world – is readiness still within reach? Mastering the Virtual Practice REIT’s in DC Plans and the COVID Effect Rethinking Your Plan Profitability DC Investment Trends-Practical Issues for ERISA Fiduciaries Next Level Practice Management Inside the Mind of the Plan Sponsor
Millennials and Gen Z Perspective on Benefits… pre and post COVID |
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2:00 p.m. - 3:00 p.m. | Breakout Sessions – Advisor Best Practices | ||
Breakout Session 1 – Advanced Plan Designs |
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This Session has been CANCELLED |
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Breakout Session 3 – MEPs and PEPs |
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Breakout Session 4 – Compensation of Team Members |
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Breakout Session 5 – Driving Participant Engagement in Financial Wellness Initiatives |
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Breakout Session 6 – Advisor Team Management (recruiting, engaging, motivating) |
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Breakout Session 7 – Business Continuation Planning |
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This Session has been CANCELLED |
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3:30 p.m. - 5:00 p.m. | EXHIBIT HALL AND EDUCATIONAL SESSIONS
Engaging plan sponsors and participants in a post COVID-19 world Learning objectives
Speaker: Colin Feehan, Director, Consultant Relations, TIAA Collective Investment Trusts (CITs): At the Tipping Point
Speaker: Jason Colarossi, VP, National Retirement Strategist Elevate Your Game - Technology How to Evaluate Income Options in Post-Secure Act World State of the participant in a COVID-19 world – is readiness still within reach? Mastering the Virtual Practice REIT’s in DC Plans and the COVID Effect Rethinking Your Plan Profitability DC Investment Trends-Practical Issues for ERISA Fiduciaries Next Level Practice Management Inside the Mind of the Plan Sponsor
Millennials and Gen Z Perspective on Benefits… pre and post COVID |
Tuesday, August 18
10:00 a.m. - 11:00 a.m. | GENERAL SESSION Cybersecurity and Fraud Prevention |
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Moderator: Khash Sarrafi - Senior Vice President - Envestnet Retirement Solutions | |||||
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1:00 p.m. - 2:00 p.m. |
BREAKOUT SESSIONS – INVESTMENT MANAGER AND SERVICE PROVIDER STRATEGIC ISSUES |
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Breakout Session 9 - Riding the Payroll Integration and Wellness Wave: Momentum in Your Favor Moderators: Amber Harms - ADP Retirement and Tom Pappas - Prudential Retirement |
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Breakout Session 10 - Win-Win – Successful Examples of Advisor-Service Provider Partnerships (Service Providers) |
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Breakout Session 11 - Impact of the DOL Proposed Rule on ESG Investing The recently proposed DOL Rule defining plan fiduciaries’ duties when considering economically targeted investments or those that incorporate environmental, social, and governance (“ESG”) factors presents new hurdles for retirement plans. This session will provide an overview of the proposed legislation, the reaction from the retirement industry including Franklin Templeton, and implications for the future of ESG investing. Moderator: Drew Carrington - Head of DC Institutional Business – Franklin Templeton Investments |
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Breakout Session 12 - Private Equity and diversification in multi-asset funds (Investment Managers) |
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3:00 p.m. - 4:00 p.m. |
GENERAL SESSION Speaker: Jerry Ripperger, National VP of ESOP Consulting - Principal Financial Group |
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5:00 p.m. - 6:30 p.m. |
EXHIBIT HALL AND EDUCATIONAL SESSIONS Engaging plan sponsors and participants in a post COVID-19 world Learning objectives
Speaker: Colin Feehan, Director, Consultant Relations, TIAA Collective Investment Trusts (CITs): At the Tipping Point
Speaker: Jason Colarossi, VP, National Retirement Strategist How to Evaluate Income Options in Post-Secure Act World State of the participant in a COVID-19 world – is readiness still within reach? Mastering the Virtual Practice REIT’s in DC Plans and the COVID Effect Rethinking Your Plan Profitability DC Investment Trends-Practical Issues for ERISA Fiduciaries Next Level Practice Management Inside the Mind of the Plan Sponsor
Millennials and Gen Z Perspective on Benefits… pre and post COVID |
Wednesday, August 19
10:00 a.m. - 10:30 a.m. |
GENERAL SESSION |
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10:30 a.m. - 11:00 a.m. |
GENERAL SESSION
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1:00 p.m. - 2:00 p.m. |
GENERAL SESSION |
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3:00 p.m. - 4:00 p.m. |
BREAKOUT SESSIONS – ADVISOR BEST PRACTICES (REPEATED) |
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Breakout Session 13 – Advanced Plan Designs |
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Breakout 14 – Jumbo Plans track Moderator: James B. Modelski, CFS - DiMeo Schneider & Associates, L.L.C. Location: Zoom meeting room |
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This Session has been CANCELLED |
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Breakout Session 16 – Compensation of Team Members |
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Breakout Session 17 – Driving Participant Engagement in Financial Wellness Initiatives Moderator: Michael M. Kane CLU ChFC, AIFA, CPFA – Plan Sponsor Consultants Location: Zoom meeting room |
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Breakout Session 18 – Advisor Team Management (recruiting, engaging, motivating) |
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Breakout Session 19 – Business Continuation Planning Moderator: Steven W. Glasgow CFA, CIMA, AIF - Tower Circle Partners Location: Zoom meeting room |
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Breakout Session 20 – Distribution Products |
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5:00 p.m. - 5:30 p.m. | Reception - Fun Game of Trivial Pursuit What is the largest fish in the ocean? Which artist painted a mustache and goatee on Mona Lisa? These and other questions will be asked at our Trivial Pursuit game! Bring a cocktail, maybe a little snack and get ready for an energetic, fast-paced game of trivial pursuit! Winner will be rewarded. Co-emcees: Adrian Hodge - Fidelity Investments |
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