Conference Agenda
DAY 1: Wednesday, September 5
11:00 a.m.
5:00 p.m.
5:00 p.m.
- Schwab Retirement Technologies® (Schwab RT) User Group Meeting (for Schwab RT Users only)
1:00 p.m.
4:00 p.m.
4:00 p.m.
- San Francisco City Event
- Sponsored by Barclays Global Investors
4:00 p.m.
6:00 p.m.
6:00 p.m.
- Registration
6:30 p.m.
8:00 p.m.
8:00 p.m.
- Welcome Reception:
Left My Heart in San Francisco - Sponsored by MetLife
DAY 2: Thursday, September 6
7:00 a.m.
8:00 a.m.
8:00 a.m.
- Breakfast and Networking with Exhibitors
- Sponsored by Pacific Life
8:00 a.m.
8:20 a.m.
8:20 a.m.
- Opening Remarks
- Mark Coffrini • bio
- Senior Vice President,
Charles Schwab & Co., Inc.
8:20 a.m.
9:15 a.m.
9:15 a.m.
9:15 a.m.
9:45 a.m.
9:45 a.m.
- Dedicated Time for Networking with Exhibitors
- Sponsored by JanusIntech
9:45 a.m.
10:45 a.m.
10:45 a.m.
- What’s Ahead for the Economy and the Market
- Dr. Kevin A. Hassett • bio
- Director, Economic Policy Studies,
American Enterprise Institute for Public Policy Research
10:45 a.m.
11:45 a.m.
11:45 a.m.
- Creating Championship Teams
- Steve Young • bio
- Famed NFL Quarterback
11:45 a.m.
1:15 p.m.
1:15 p.m.
- Lunch and Networking
- Sponsored by Schwab Funds
- Workshops
- Track 1:
Grow the Business
1:15 p.m.
2:15 p.m.
2:15 p.m.
- Under the Hood of a Bundled Provider: Communication and Advice Programs that Drive Action
Download presentation
- Under the Hood of a Bundled Provider: The Skeletons in the Closet
2:15 p.m.
3:15 p.m.
3:15 p.m.
- Staying Ahead of the Curve: How Target Retirement Funds, and Comprehensive Advice Help Increase Deferral Rates
- Staying Ahead of the Curve: Fiduciary Issues, 401(k) Fees and Best Practices, and New 403(b) Regulations
- Download presentation
3:15 p.m.
4:00 p.m.
4:00 p.m.
- Dedicated Time for Networking with Exhibitors
- Sponsored by ING Funds
4:00 p.m.
5:00 p.m.
5:00 p.m.
- Measuring for Success
- Ray Henderson • bio
- Director, Business Health
- Robert Imrie • bio
- Vice President, Charles Schwab & Co., Inc.
- Download presentation
6:30 p.m.
10:00 p.m.
10:00 p.m.
- Evening Event:
Goldfinger Lounge and Casino Royale - Sponsored by Julius Baer
DAY 3: Friday, September 7
7:15 a.m.
8:00 a.m.
8:00 a.m.
- Breakfast and Networking with Exhibitors
- Sponsored by Seligman Investments
8:00 a.m.
9:00 a.m.
9:00 a.m.
- The State of the 401(k) Marketplace
- Tom Modestino
- Senior Analyst, Cerulli Associates
- Download presentation
9:00 a.m.
9:45 a.m.
9:45 a.m.
- Individual Behavior in Defined Contribution Plans
- Shlomo Benartzi • bio
- Associate Professor & Co-Chair, Behaviorial Decision-Making Group, UCLA Anderson School of Management
- Download presentation
9:45 a.m.
10:00 a.m.
10:00 a.m.
- Coffee Break
- Sponsored by Morley Financial Services, Inc.
10:00 a.m.
11:00 a.m.
11:00 a.m.
- What’s Going on in Washington
- Francis J. Kelly • bio
- Managing Director & Head, Government Affairs – Americas, Deutsche Bank AG
- Download presentation
11:00 a.m.
12:00 p.m.
12:00 p.m.
- Retirement at Schwab
- Mark Coffrini • bio
- Senior Vice President,
Charles Schwab & Co., Inc. - Michelle LeCates • bio
- Senior Vice President, The 401(k) Company
- Dave Thompson • bio
- Field Vice President,
Charles Schwab & Co., Inc. - Download The 401(k) Company Absolute Quality (AQ) Program
12:00 p.m.
12:15 p.m.
12:15 p.m.
- Closing Remarks
- Mark Coffrini • bio
- Senior Vice President,
Charles Schwab & Co., Inc.
12:15 p.m.
- Boxed Lunch
- Sponsored by T. Rowe Price
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