2026 PLANADVISER Advisers in Conversation

PLANADVISER 2026 Advisers in Conversation

- Thursday May 14, 2026

1:00 – 2:00 p.m.

Lunch

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.

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.

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.

3:20 – 3:50 p.m.

Break

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.

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.

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.

5:10 – 6:00 p.m.

Speaker TBA

6:00 – 7:00 p.m.

Cocktail reception

7:00 – 9:00 p.m.

Dinner and 2026 PLANADVISER Industry Leader Awards