The Retirement Income Summit
The Retirement Income Summit is designed to bring together advisors, consultants, and retirement thought leaders for actionable education, insights, and tools to implement retirement income solutions. The event will take place in person at the Hilton St. Petersburg Bayfront February 25-27th. Guests will enjoy an elevated experience of the St. Pete Grand Prix with exclusive suite access. Space is limited. Reserve your spot today!
In Partnership with Our Sponsors
What you'll learn at the Summit:
Understand the Evolving Income Landscape
Learn about the recent evolution of retirement income solutions and what's next in 2026
How to Determine if a Retirement Income Solution is Appropriate
How to take plan demographic data and identify whether a plan is a good candidate for income
Retirement Income Due Diligence
Expedite your expertise to prudently evaluate, compare, and implement income in your plans
Fiduciary and Legal Considerations
Explore the legal framework supporting retirement income and alternative assets
Private Markets
Learn from industry experts about the continued expansion of private equity and private debt in defined contribution
Agenda
Day 1 | Wednesday, February 25
10:00 AM - 10:20 AM: Kickoff
10:20 AM - 11:00 AM: Legal Path to Lifetime Income and Alternative Assets – Matthew Eickman, J.D., Fiduciary Law Center
11:00 AM - 12:00 PM: Retirement Income Evolution – Spencer Look, FSA, Morningstar
12:00 PM - 1:00 PM: Lunch
1:00 PM - 1:30 PM: How to Determine if Lifetime Income is Right for a Plan – Nestimate
1:30 PM - 2:00 PM: Peer to Peer
2:00 PM - 3:00 PM: Conducting Due Diligence & Benchmarking Lifetime Income Solutions – Nestimate
3:00 PM - 3:15 PM: Break
3:15 PM - 4:30 PM: Target Date Fund Innovation –
Nuveen, PGIM, KKR
4:30 PM - 5:00 PM: Day 1 Close
6:30 PM - 10:00 PM: Evening Activity​
Day 2 | Thursday, February 26
7:30 AM - 8:30 AM: Breakfast
8:30 AM - 8:45 AM: Kickoff
8:45 AM - 9:15 AM: Recordkeeper Availability and Portability – Trevor Gary, Micruity
9:15 AM - 9:45 AM: The Defined Ambition Plan –Nestimate
9:45 AM - 10:45 AM: Panel: Private Markets – KKR, iCapital, FIS Reliance Trust
10:45 AM - 11:00 AM: Break
11:00 AM - 12:00 PM: TDF IQ: The Next Generation of TDF Analysis – Nestimate
12:00 PM - 1:00 PM: Lunch
1:00 PM - 1:45 PM: From Leakage to Growth: How NextLevel IRA Can Help Advisors Retain Assets and Unlock Future Clients – Penchecks
1:45 PM - 2:15 PM: Income Innovation – Prudential, iGPS
2:15 PM - 2:45 PM: Fiduciary Services
2:45 PM - 3:00 PM: Closing Remarks
5:00 PM - 6:00 PM: Optional 5K Fun Run (or walk) on Firestone Grand Prix Racecourse
6:00 PM - 7:00 PM: Happy Hour
7:00 PM - 9:00 PM: Dinner
Day 3 | Friday, February 27
All Day: Firestone Grand Prix
Relax in the comfort of a track side suite or explore the excitement of the racing paddocks
