General Conference Agenda

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Business Negosyo PM hotel agenda conference March Mason Conference Agenda Format

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

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