Welcome to the Virtual PLANADVISER National Conference 2020!
This is the event hub page, where you will find links to the sessions and exhibitor booths below. The full agenda list and more information on the speakers can be found on our main event page. If you are experiencing any issues or have any questions, please contact us here.
NOTE: All times below are listed in Eastern Daylight Time.
- Day 1View on demand
- 10:45 am –
12:00 pmOpening Remarks and
Building a Team—and a Culture—in a Virtual Environment - 12:00 pm –
12:30 pmCoffee Break
Advisers, visit the ADP booth before the close of today’s last session and receive your $5 coffee gift card. Limited supply!
Sponsored by ADP
- 12:30 pm –
1:30 pmSuccession Planning, Mentorship and Practice Diversity
- 1:30 pm –
2:15 pmCapital Preservation in a Low Interest Environment
Sponsored by Goldman Sachs & Co
- 2:15 pm –
3:00 pm - 3:00 pm –
4:00 pmThe Effects of Retiree Behavior on the Evolving Retirement Income Landscape
Sponsored by PIMCO
- 4:00 pm –
4:30 pmCoffee Break
Advisers, visit the ADP booth before the close of today’s last session and receive your $5 coffee gift card. Limited supply!
Sponsored by ADP
- 4:30 pm –
5:30 pmBest Practices for Virtual Meetings—and Avoiding Zoom Fatigue
- Day 2View on demand
- 10:55 am –
12:00 pmOpening Remarks and
Making Decisions About Employer Matches, Safe Harbor Designs and Cash Flow - 12:00 pm –
12:30 pm - 12:30 pm –
1:30 pmConflict Ahead: Regulation Best Interest, Insurance Standards, New Fiduciary Rule, the State-Based Fiduciary Rules
- 1:30 pm –
2:15 pmChallenging Conventional Retirement Plan Wisdom
Sponsored by American Funds Distributors, Inc. / The Capital Group
- 2:15 pm –
3:00 pm - 3:00 pm –
4:00 pmRecalibrating Retirement Plans—Looking Back, Thinking Forward
Sponsored by Prudential Retirement
- 4:00 pm –
4:30 pm - 4:30 pm –
5:30 pmAdvisers Giving Back—Ideas for Getting Started
- Day 3View on demand
- 10:55 am –
12:00 pmOpening Remarks and
Considerations for ESG Investments - 12:00 pm –
12:30 pmCoffee Break
Advisers, visit the Wells Fargo Asset Management booth before the close of today’s last session and receive your $5 coffee gift card. Limited supply!
Sponsored by Wells Fargo Asset Management
- 12:30 pm –
1:30 pmWashington Update (SECURE, CARES, DOL, Courts)
- 1:30 pm –
3:00 pm - 3:00 pm –
4:00 pm - 4:00 pm –
4:30 pmCoffee Break
Advisers, visit the Wells Fargo Asset Management booth before the close of today’s last session and receive your $5 coffee gift card. Limited supply!
Sponsored by Wells Fargo Asset Management
- 4:30 pm –
5:30 pmRetirement Income and Participant Outcomes
- Day 4View on demand
- 10:55 am –
12:00 pmOpening Remarks and
What’s Next for In-Plan Retirement Income? - 12:00 pm –
12:30 pm - 12:30 pm –
1:30 pmIs It Time to Re-evaluate TDFs?
- 1:30 pm –
3:00 pm - 3:00 pm –
4:00 pmWhat’s Next With COVID-19: A Conversation with Dr. Larry Brilliant
- 4:00 pm –
4:30 pm - 4:30 pm –
5:30 pmSupporting Financial Wellness in the New Workplace
- Day 5View on demand
- 10:55 am –
12:00 pmOpening Remarks and
Prospecting and Closing New Business in a Socially Distant Normal - 12:00 pm –
12:30 pmCoffee Break
Advisers, visit ADP’s booth and Wells Fargo Asset Management’s booth before 8 pm EDT today and receive your $5 coffee gift card. Limited supply!
- 12:30 pm –
1:30 pmAdviser Industry M&A Action From an Academic Perspective
- 1:30 pm –
3:00 pm - 3:00 pm –
4:00 pmTaking an Economic View of ERISA Litigation
- 4:00 pm –
4:30 pmCoffee Break
Advisers, visit ADP’s booth and Wells Fargo Asset Management’s booth before 8 pm EDT today and receive your $5 coffee gift card. Limited supply!
- 4:30 pm –
5:30 pmVirtual One-on-Ones, How Workplace Retirement Advice Is Changing and Closing Remarks
Premier Sponsors
Sponsors
Exhibitor Booths
