HTML Preview General Conference Agenda page number 1.
SUNDAY, MARCH 26, 2017
conference agenda
Mason & Rook Hotel, Check In and Exhibitor set-up
6:00 pm RITA Board of Directors’ Meeting - Radiator Restaurant Mason & Rook Hotel
MONDAY, MARCH 27, 2017
Mason & Rook Hotel, The Exchange Ballroom
ROUNDTABLE topics LOCATIONMODERATOR
7:30 am – 8:30 am
8:30 am – 9:00 am
9:00 am – 9:45 am
9:45 am – 10:00 am
3:15 pm – 4:00 pm
3:15 pm – 4:00 pm
10:00 am – 11:30 am
Continental Breakfast, The Exchange Pre-function Room
12:00 pm – 1:00 pm
Buffet Lunch with Sponsors
2:00 pm – 2:45 pm
Americans’ Views on Retirement Plans: The Latest Research:
Sarah Holden, Ph.D., Senior Director, Retirement and Investor Research,
Investment Company Institute
1:45 pm – 2:00 pm
Questions and Answers
2:45 pm – 3:15 pm
Afternoon Break
Meet in Hotel Lobby for Optional Dinner
President’s Welcome - Tom Anderson Sponsors Introduced
Morning Break
11:30 am – 12:00 pm Sponsor Presentations
Federal and State Regulatory Perspectives: Judith Shaw, Securities
Administrator, Maine Office of Securities and Past President of the North American
Securities Administrators Association (NASAA); Valerie Mirko, General Counsel,
NASAA ; Daniel Sibears, Executive Vice President, FINRA; Anthony Kelly,
Co-Chief of Asset Management Unit, Securities and Exchange Commission;
Tom Anderson, Moderator
The Latest GAO Study on the Self-Directed Industry:
Jonathan McMurray, Senior Analyst, Education, Workforce, and Income Security
Team, US Government Accountability Office (GAO)
Session 1 ByrneSorensen
Robertson
Hall
Marshall
Byrne
Marshall
Anderson
Merritt
Valuation:
Practices/Procedures
Session 2 Operations Best Practices
4:15 pm – 5:00 pm Session 3
TPAs: Best Practices
Trust Companies:
Best Practices
4:15 pm – 5:00 pm Session 4
RETIREMENT INDUSTRY TRUST ASSOCIATION
Conference Agenda
RITA’s 30th Anniversary Conference
March 27-29, 2017, Mason & Rook Hotel
1430 Rhode Island Ave., NW,
Washington, DC 20005
4
Washington Update: Michael Hadley, Partner, Davis & Harman
1:00 pm – 1:45 pm
5:45 pm
MONDAY, MARCH 27, 2017