Events | Nestimate

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!

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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