• 7:00-8:30am
• Grand Hall (Exhibit Hall) & Outside Summit A/B

Breakfast

Rise and shine! Breakfast is served in two places: the Grand Hall (Exhibit Hall), or, in front of the Breakfast Session rooms (Summit A and Summit B). Have breakfast in the hall and network with your fellow attendees and sponsors, or, attend one of this morning's Breakfast Sessions to learn while you nosh!

• 8:00-8:30am
• Summit A

WE Insipre | Promote | Network Presents 2020 Research

• 8:00-8:30am
• Summit B

Managing the Difficult Committee Member

• 8:40-9:05am
• Summit Ballroom

Welcome to Wealth@wor(k)!

• 9:05-9:55am
• Summit Ballroom

In-Plan Retirement Income: Trends, Opportunities and the Impact of the SECURE Act

• 10:05-10:35am
• North Coast B

Dust Off Your Marketing Plan

• 10:05-10:35am
• Summit A

PEP or Group Trust?

• 10:05-10:35am
• Summit B

New Strategies in Target Date Funds

• 10:05-10:35am
• Summit C

Grow Your Practice: Opportunities in the Tax-Exempt Marketplace

• 10:40-11:10
• Grand Hall (Exhibit Hall)

Coffee Break

• 11:15-12:05
• North Coast B

Next-Gen 401(k) Advisor: Convergence of Retirement, Health and Wealth

• 11:15-12:05pm
• Summit A

Insights into M&A: To Sell or Not to Sell

• 11:15-12:05pm
• Summit B

The Evolution of Fiduciary Duties Beyond Retirement Plans

• 11:15-12:05pm
• Summit C

How to Grow Revenue in a Challenging Environment

• 12:05-1:05
• Grand Hall (Exhibit Hall)

Lunch

• 12:05-1:05pm
• Grand Hall (Exhibit Hall) - Table 1

Lunch & Learn: How Should I Pay My Salespeople?

• 12:05-1:05pm
• Grand Hall (Exhibit Hall) - Table 2

Lunch & Learn: The Virtual Advisor: The Service Model of the Future?

• 12:05-1:05pm
• Grand Hall (Exhibit Hall) - Table 3

Lunch & Learn: Advisor Managed Accounts: How Does the Advisor Make Money?

• 12:05-1:05pm
• Grand Hall (Exhibit Hall) - Table 4

Lunch & Learn: Cryptocurrency in Retirement Plans?

• 1:15-1:45pm
• North Coast B

Business Building: Cross selling, Referrals, and Working with Centers of Influence

• 1:15-1:45pm
• Summit A

Do I Have to Do Wealth Management to Survive?

• 1:15-1:45pm
• Summit B

How Wealth Management and Financial Planning Are Different and Why It Matters

• 1:15-1:45pm
• Summit C

Leveraging Partner Channels for Exponential Growth

• 1:50-2:20pm
• North Coast B

Could a Health Insurance Solution Strengthen Your Practice?

• 1:50-2:20pm
• Summit A

How to Make Money Serving the 99 Percent

• 1:50-2:20pm
• Summit B

From Boomers to Gen Z: Navigating Relationships with Money

• 1:50-2:20pm
• Summit C

Has the Private Equity Onslaught Changed Our Service Model?

• 2:30-3:00pm
• Grand Hall (Exhibit Hall)

Refreshments in the Exhibit Hall

• 3:10-3:40pm
• North Coast B

Monetizing the 401(k) Participant: Who "Owns" the Participant?

• 3:10-3:40pm
• Summit A

I'm Inefficient As Heck and I Can't Take It Anymore!

• 3:10-3:40pm
• Summit B

How to Build Your Personal Brand

• 3:10-3:40pm
• Summit C

Retirement Income Strategies

• 3:45-4:15pm
• North Coast B

The Trend Toward 'Give Me More'

• 3:45-4:15pm
• Summit A

The Retirement Industry in 2030: What Does the Future Hold?

• 3:45-4:15pm
• Summit B

How the Pandemic Will Change the Future of Our Industry

• 3:45-4:15pm
• Summit C

How will Next Gen Tech Help Meet the Needs of the Participant?

• 5:00-7:00pm
• Tin Roof

Party at Tin Roof

Relax with a cocktail and appetizers and listen to some awesome live music before you head out to dinner! (Tin Roof is all ours so be sure to check out the music on both floors!)

• 7:30-830am
• Grand Hall (Exhibit Hall)

Breakfast

Up and at 'em! Start the day out right with a good breakfast, served in the Exhibit Hall and in front of the Breakfast Session breakout rooms (Summit A and B).

• 8:00-830am
• Summit A

Life Does Not End at 65: The New Retirement

• 8:00-830am
• Summit B

Does ESG Investing Have a Place in Retirement Plans?

• 8:40-8:50am
• Summit Hall

Day 2 Kickoff

• 8:50-9:10am
• Summit Hall

Triumph in a Tough Year! The 2021 Top Advisor By Participant Outcomes (TAPO)

Delivering superior results in a global pandemic was not a challenge most 401(k) advisors would expect to face, but deliver they did, and then some. We highlighted what they best-of-the-best did to stay focused, stay safe, and—most importantly—assist plan sponsors and participants when they needed it most. It’s finally time to celebrate their success and name this year’s overall Top Advisor By Participant Outcomes (TAPO)! Who will it be? Our TAPO finalists take the stage with 401(k) editor John Sullivan for the exciting announcement.

• 9:10-10:30am
• Summit Hall

Misbehaving in Retirement Plans - It’s Time to Retire That Thinking

Delivering superior results in a global pandemic was not a challenge most 401(k) advisors would expect to face, but deliver they did, and then some. We highlighted what they best-of-the-best did to stay focused, stay safe, and—most importantly—assist plan sponsors and participants when they needed it most. It’s finally time to celebrate their success and name this year’s overall Top Advisor By Participant Outcomes (TAPO)! Who will it be? Our TAPO finalists take the stage with 401(k) editor John Sullivan for the exciting announcement.

• 10:05-10:35
• North Coast B

Solutions for the Student Loan Epidemic

• 10:05-10:35
• Summit A

It's a Tik Tok World. Are You Ready to Communicate?

• 10:05-10:35
• Summit B

Navigating the Consequences of Zero Interest Rate and Easy Money Policies

• 10:05-10:35
• Summit C

CITs – Take a Closer Look

• 10:40-11:10am
• Grand Hall (Exhibit Hall)

Coffee Break

• 11:15-11:45am
• North Coast B

Finding Clarity In the Pooled Plan Space

• 11:15-11:45am
• Summit A

If Retirement Spending is the Question, is “4%” the Solution?

• 11:15-11:45am
• Summit B

Building Your Pipeline Through Email Marketing

• 11:15-11:45am
• Summit C

How To Get Started in the Wealth Management Business

• 11:50-12:20pm
• North Coast B

Winning Business with Retirement Plan Sponsors

• 11:50-12:20pm
• Summit A

Diversity, Equity & Inclusion

• 11:50-12:20pm
• Summit B

What's Your Social Media Strategy?

• 11:50-12:20pm
• Summit C

Relationship Pricing, Rollovers and More-What's Allowed?

• 12:20-1:20pm
• Grand Hall (Exhibit Hall)

Lunch

• 12:20-1:20pm
• Grand Hall (Exhibit Hall) - Table 1

Is One Better Than the Other? CITs vs. Mutual Funds

• 12:20-1:20pm
• Grand Hall (Exhibit Hall) - Table 2

Competing with the Mega 3(38)s

• 12:20-1:20pm
• Grand Hall (Exhibit Hall) - Table 3

Practice Management Fin Tech to Help You Run Your Business

• 12:20-1:20pm
• Grand Hall (Exhibit Hall) - Table 4

The Role of HSAs in Retirement Planning

• 1:30-2:00pm
• North Coast B

Congratulations, You're a Finalist. What's the Winning Formula?

• 1:30-2:00pm
• Summit A

Can a Small Firm Compete With the Aggregators?

• 1:30-2:00pm
• Summit B

Session Content TBD

• 1:30-2:00pm
• Summit C

The Road To Sub-Optimal Retirement Outcomes

• 2:05-2:35pm
• North Coast B

Managed Accounts vs. Target Dates: What's Your Default?

• 2:05-2:35pm
• Summit A

What is Your Firm Worth? Hear From the Aggregators

• 2:05-2:35pm
• Summit B

Is Financial Planning REALLY the Next Big Thing? Who Will Pay For It?

• 2:05-2:35pm
• Summit C

Like It Or Not, Cyber Security Threats Are Only Going to Get Worse

• 2:40-3:10pm
• Grand Hall (Exhibit Hall)

Refreshment Break

• 3:15pm-430pm
• Summit A

2X Sucess Workshop

• 3:15pm-430pm
• Summit B

2X Sucess Workshop

• 5:00-7:00pm
• ACME Feed & Seed

Party at ACME