September 21st, 2017

The PLANADVISER National Conference, October 11-13 The PLANADVISER National Conference (PANC) is the retirement plan industry’s premier networking and business strategy event for specialist retirement plan advisers! What’s so different this year? Everything. Start with an all-new agenda designed by, and loaded with, retirement plan specialists … A powerful roster of big-name speakers invited to educate and entertain throughout the conference’s three days … And more focused networking activities than ever before, created to allow old relationships to renew and new relationships to develop. Join us next month in Orlando!  Read more > Join the Best of Your Peers At the PLANADVISER National Conference, you will be with the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year. Join them for half a week of discussion and debate about the cutting edge of the retirement plan industry.  Read more > The Workplace Savings System: How We Can Keep America’s Promise Join industry vet, Robert L. Reynolds, president and CEO of Putnam Investments and Great-West Financial, for a discussion on policy improvements needed today to bolster America’s retirement security tomorrow.  Read more > An Insider’s Guide to Politics with Mark Halperin Gain an insider’s view on Washington, D.C. as Mark Halperin, Creator, Executive Producer, and Co-host of Showtime’s The Circus; Senior Political Analyst at NBC News and MSNBC; and Co-author of New York Times Best-Sellers Game Change and Double Down: Game Change 2012, provides his unique political insights and expertise. Read more > MOST READ ARTICLES 1 ‘Secure Act 2.0’ Likely to Become a Reality 2 10th Circuit Affirms Great-West Fee Suit Dismissal 3 RIA Aggregators Aim for Small-Plan Market Expansion 4 T. Rowe Price CEO Change Reflects Financial Industry Trends 5 Scrutinizing TDFs and Considering Balanced Funds

The Economy with Dr. David Kelly With over 20 years of experience, David Kelly, JP Morgan’s Chief Global Market Strategist, Head of the Global Market Insights Strategy Team, has provided valuable insight and perspective on the economy and markets to thousands of financial advisers and their clients. Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial advisers can use to communicate to their clients. He is a keynote speaker at many national investment conferences, a frequent guest on CNBC, and other financial news outlets, and is widely quoted in the financial press.  Read more > Behavioral Finance and the Future of Improving Retirement Outcomes in the Digital World In this session, Professor Shlomo Benartzi, UCLA Anderson School of Management, and Senior Academic Advisor at the Voya Behavioral Finance Institute for Innovation, will discuss: Why behavioral finance matters; The latest research on effective financial education and digital nudges; and How behavioral finance can improve your practice. Read more > Meet Joe Montana Opening Night Guest Speaker: Widely considered the best NFL quarterback of all time, Joe Montana personifies performance excellence and personal integrity both on and off the field. Yet, the word most closely associated with him is not winner—it’s leader. Plus: Meet Joe in person at our after-party immediately following dinner!   Read more > 11TH Annual Golf Tournament Advisers are invited to play in the 11th Annual PANC Golf Tournament on Sunday, September 10, at 1:00 p.m. (Tee-off). Read more > PANC Fun Run PLANADVISER will be hosting a 5k Fun Run for all attendees on the morning of Tuesday, September 12 at 6:45 a.m. Attendees will receive gifts for participating, and top runners will be awarded! Read more > Sunrise Yoga You are invited to join Allison Joy Phillips for sunrise yoga on the back lawn of the JW next to the Gazebo on Wednesday, September 13.  Read more >

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