• 7:30-8:30

Breakfast in the Exhibit Hall

• 8:30-8:45

Coffee & Chat with Partners in the Exhibit Hall

• 8:45-9:05
• Ross Marino and the 2022 Wealth@wor(k) Steering Committee

Welcome and Kickoff From Your 2022 Steering Committee

• 9:05 - 9:55
• Glenn Dial

Retirement Trends Presented by American Century Investments

This session explores the most pressing developments facing the 401(k) industry. Topics include In-Plan Guaranteed Retirement Income, Unexpected Early Retirement Risk, and how recent market volatility and court decisions are impacting the prudent process for Target Date Fund selection and monitoring.

• 10:05-10:35
• Alex Assaley, Brett Shofner

Retirement Committee Meetings of the Future

What topics should retirement advisors really be delivering and managing with Committee's in their 401(k) & 403(b) meetings today and in the future? What are the key drivers to a successful retirement program and what do Committee members want in a partnership with their advisor? Moreover - what format, structure, and content style is conducive to effective, actionable, and successful meetings and outcomes?

• 10:05-10:35
• Daniel Bryant, Vishal Jain

Financial Wellness 2.0: How to Engage Participants in the Financial Wellness Journey

Join Vishal and Daniel to discuss all things employee engagement in the era of holistic financial wellness in 401(k) plans.

• 10:05-10:35
• Sheri Fitts

What's Your Connection Quotient?

You probably know this intuitively: your firm’s sales and marketing messages are more engaging when they appeal to emotion more than pure logic. Stories ignite our imaginations and help us empathize with the main characters and how they overcome obstacles. Learn how storytelling helps your audience remember, engage, relate and act, dissect and understand five different storytelling modalities and build brand equity that’s differentiated.

• 10:05 - 10:35
• Bob Woods

What Employers Want from a 401(k) Plan Professional Presented by Mutual of Omaha

Understanding what plan sponsors expect and what they truly want from their retirement plan professional can help you reduce your sales cycle and increase your retirement plan business. Learn about the tools, resources and support that can help you take advantage of this huge opportunity by exceeding plan sponsor expectations.

• 10:40-11:10

Break in the Exhibit Hall

Thank you, Allspring Global Investments for keeping us caffinated all day today!

• 11:15-12:05
• Jeffrey Cullen, Jake Rushton

Turn Your Crypto Concerns into Crypto Confidence

It's been over 13 years since the blockchain was first launched, and our industry is still trying to figure out what to do with it. The recent news has been focused on allowing bitcoin inside a 401(k) plan as an investment, which has sparked some quick opinions. However, there is a much larger picture to consider. Join this session to learn more about blockchain, bitcoin, crypto and nfts so you can gain more confidence in what the future holds.

• 11:15-12:05
• Rocke Blair, Peggy West, Andrew Burns

Healthcare Ate My 401(k) Contributions

This presentation is a case study of a plan sponsor, Formica Corporation, and identifies what it would take to improve the health of its workforce and the benefit to employees, employer and the economy. Join Rocke and Peggy as they discuss Formica’s “demographics,” “Health Outcomes, “Health Care Consumerism,” and “Financial Matters” all in the scope of “Convergence” or the practice of optimizing employer total rewards spend in a “health, wealth & time” continuum.

• 11:15-12:05
• Apryl Pope, Janine Moore, Sheri Fitts

Bumps and Bruises: How An Effective Mentor Can Shorten the Timeline of Building A Practice

Growing an effective retirement practice takes hard work and a few bumps and bruises along the way. What if you could save time and potentially, avoid some pain? Join industry vet Janine Moore and rising star Apryl Pope, as they share their mentorship journey and provide valuable tips for advisors of all ages and stages. Moderated by marketing guru Sheri Fitts, this session is designed to be a high energy boost!

• 11:15 - 12:05
• Jamie Bentley, Steve Sapra

Personalized Target Date Funds: Building Better Outcomes for your Clients Presented by PIMCO

Plan sponsors are often confronted with a choice between target date funds and managed accounts for their QDIA. In this session, we’ll discuss the current retirement plan industry, the challenges plan sponsors face and the evolutions taking place to answer them. Finally, we will explore an option that combines the personalization of a managed account with the low cost and simplicity that has driven the success of target date funds.

• 12:05-1:05

Lunch in the Exhibit Hall

• 1:15-1:45pm
• Vince Morris, Jania Stout

Improving the Employee Engagement Experience through Employer Sponsored Workplace Initiatives

You’ve heard of the convergence of health and wealth. Research shows that most employees are looking for comprehensive advice from their employers. By really understanding the challenges facing employees, we can offer benefits that get the heart of employee stress and move the needle on outcomes. Vince and Jania will share market research that helps better understand the type of information and assistance they want and how THEY prefer to work with US.

• 1:15-1:45
• Sam Brandwein, Hunter Pearl

Training the Next Generation Advisor

As Baby Boomer financial advisors retire, our industry will be going through an existential transition to Gen Xers and Millennials. How do we train the next generation of advisor to become successful? Come hear from two teammates, one a boomer, one a millennial, as they discuss the process of integrating next-gen advisors into enhanced client service models, strategies for multigenerational client engagement, thoughts on work-life balance and other key topics.

• 1:15-1:45
• John Sullivan, Rodney Balbuena, Shannon Maloney & Grant Arends

Target Dates in Times of Turmoil

Target date funds are generally praised for keeping people invested through market shocks, mitigating destructive participant behavior that can destroy a retirement portfolio. But as current market volatility increases, are they performing as expected, and are warning signs flashing? The 2022 401(k) Specialist Top Advisors by Participant Outcomes (TAPO) sound off on this timely topic.

• 1:15 - 1:45
• Jessica Bush

ESG in Practice – Developing a Credible and Customizable Approach Presented by Principal

ESG is a journey, not a destination. How do you define it for yourself, your practice and for your clients? In this session, we’ll discuss how advisors can build a thoughtful ESG framework into their practice using quantitative and qualitative ESG assessments. And no matter where your clients are at with their level of ESG integration and importance, we will walk through ways it can be tailored to align with their goals.

• 1:50-2:20
• John Sullivan, Chris Roper, Doug Prince, Kim Cochrane

Is ESG DOA? The State of Environmental, Social, and Governance Investing

ESG was all the rage, garnering attention and high fund flows from those wanting to do well by doing good. But pushback has begun, driven by high inflation, volatile markets, and less than stellar performance. Where is it headed, and what do top advisors think? Join a spirited discussion with the 401(k) Specialist 2022 Top Advisors by Participant Outcomes (TAPO) on this timely subject.

• 1:50-2:20
• Leah Sylvester, Emily Minnich, Nicole Corning

Let’s Hear It for the Boys – How to Better Serve Your Clients and Win More Business

Join Leah, Emily and Nicole to discuss the lack of women advisors, the Great Resignation, how to level up female employees and creating space for women on your team.

• 1:50-2:20
• Jeanne Sutton

From Cold to Closed – How To Build A Pipeline From Scratch and Close Leads

Sure – we all love a good referral… it’s quick and easy! But even the best advisors need a good ole’ fashioned business development plan outside of referrals. Jeanne will walk you through real life examples of how her firm finds cold prospects, develops a relationship, and closes the business. It’s time to take control of your pipeline!

• 1:50 - 2:20
• Christine Stokes

Ready or Not: Here Comes Retirement Income! Presented by Nuveen

We increasingly see defined contribution becoming a tale of two retirement plans: one focused on savings vs. one focused on lifetime income. Join Nuveen to discuss their proprietary research showing the immediate and long terms forces propelling in-plan income, the three reasons why lifetime income is now a critical focus, how it translates Into plan design, and how to incorporate it into your value proposition.

• 2:25-2:55
• Lisa Kottler

Gain An Edge By Embracing Fintech Trends

Fintech is poised to have a profound effect on advisors and their business models. Advisors that can best embrace these new opportunities should see a competitive advantage going forward. Hear insights into the way fintech trends are reshaping client expectations and how financial advisors can embrace this trend to stay ahead of the curve.

• 2:25-2:55
• Tina Shackman, Devyn Deux

Getting Back to Basics

Join a conversation with Tina and Devyn on how they are promoting financial literacy within retirement plans as the next phase of financial wellness. They will share ideas on why the advisor community is best equipped to tackle this challenge and explore opportunities to increase diversity of thought on your team.

• 2:25 - 2:55
• Kyle Bingham

How to Sell Financial Wellness Presented by Financial Fitness for Life

Create more meaningful dialogue with your clients, drive better outcomes, and remain a trusted partner to your clients. Enhance your value proposition! Grow your business! Defend your book! Incorporating financial wellness in your discussions with employers has never been more important. Employers are seeking help in meeting employees’ needs and are increasingly turning towards financial wellness solutions.

• 2:25 - 2:55
• Craig Rosenthal

Math that Matters - Numbers that will Help you Retain and Grow your Plan Business Presented by Fiduciary Decisions

Join Craig Rosenthal, Head of Strategy and Chief Marketing Officer at Fiduciary Decisions, for an overview of numbers that matter to you, your clients and your prospects. This fun, interesting and educational session with touch on facts about benchmarking, plan design, prospecting and more! You are guaranteed to leave with at least ONE fact that will change the way you think about your business.

• 3:00-5:00

NEW IN 2022! THE HIVE

Something for everyone! Looking for more content? Missed a session today? Didn't get to ask your question, or just want to continue the conversation? Chat with today's speakers at dedicated speaker tables. Is your brain too full of information? Enjoy a variety of fun things to do, from puppies to music and so much more! The exhibit hall will be buzzing with activity so join your fellow attendees in THE HIVE!

• 5:00-7:00

Evening Event at Chateau Rooftop

Take in panoramic views of the Las Vegas skyline beneath the iconic Eiffel Tower at Paris Las Vegas while you nosh on heavy hors d'ouevres and enjoy an open bar. Chateau Rooftop is conveniently located inside Paris.