2026 PLANADVISER Advisers in Conversation

The Yale Club, New York City  |

About

Sharing insights to inspire action

The Advisers in Conversation forum will bring some of the country’s top retirement plan advisers together to discuss issues affecting retirement plan advisers and their clients. This year, as part of PLANADVISER’s 20th anniversary, we’ll look at the changes in the retirement plan and advisory industries over the past 20 years and what they indicate for the future. Join your peers to exchange ideas and make connections that will help elevate your business, make a difference for your clients and evolve the retirement plan advisory industry.

Agenda

PLANADVISER 2026 Advisers in Conversation
Print Agenda

  1. 1:00 – 2:00 p.m.

    Lunch

  2. 2:00 – 2:20 p.m.

    Presentation: Evolution of the Advisory Business
    Industry leaders discuss retirement and advisory industry challenges and opportunities from the past 20 years.

  3. 2:20 – 2:50 p.m.

    Discussion: Closing the Coverage Gap
    Join your peers in a discussion about micro/startup plans, MEPs/PEPs, state auto-IRA plans and the impact they have on your business and your clients.

  4. 2:50 – 3:20 p.m.

    Discussion: Recordkeeper Relationships
    Break into smaller groups to talk about what advisers need from recordkeepers and how to select the right partners.

  5. 3:20 – 3:50 p.m.

    Break

  6. 3:50 – 4:10 p.m.

    Presentation: The Evolving Retirement Plan Service Model
    Industry leaders discuss how services have evolved over the past 20 years to include broader discussions of plan design, overall benefit offerings, and participant services and outcomes.

  7. 4:10 – 4:40 p.m.

    Discussion: Delivering Nonconflicted Retirement Planning Advice
    Join your peers in a discussion about the retirement and wealth convergence and advances in participant education and advice.

  8. 4:40 – 5:10 p.m.

    Discussion: Retirement Income Solutions
    Break into smaller groups to talk about the evolution of retirement income planning and the needs of and solutions available to plan sponsors and participants.

  9. 5:10 – 6:00 p.m.

    Speaker TBA

  10. 6:00 – 7:00 p.m.

    Cocktail reception

  11. 7:00 – 9:00 p.m.

    Dinner and 2026 PLANADVISER Industry Leader Awards

Register

Registration is now open for retirement plan advisers. We hope you can join us for this exciting event.
Please click on the button below to request an invite.

Request an Invite

Sponsors

Become a sponsor.

Join a select group of industry product and service providers who are maximizing their firm’s exposure in front of this highly influential group of retirement plan advisers.

Venue

2026 PLANADVISER Industry Leader Awards

The Yale Club
50 Vanderbilt Ave,
New York, NY 10017