PLANADVISER 360 2026
9 November 2026 – 11 November 2026
The Ritz-Carlton Orlando, Grande Lakes, Orlando, United States
PLANADVISER 360 is an interactive event organised by PLANADVISER that brings together retirement plan advisers and industry leaders for conversations, education and peer-to-peer insights. The agenda covers team culture, client service and engagement, marketing and practice management, compliance, and product and resource knowledge, alongside recognition of emerging leaders and operational excellence. The 2026 edition runs November 8–11 at The Ritz-Carlton Orlando, Grande Lakes, with a golf tournament and welcome party on November 8 ahead of three conference days.
32 sessions · 52 speakers
Organiser (1)
Sponsors (16)
The Commonwealth · T. Rowe Price · Fiduciary Decisions · Pontera · 401GO · Newport · J.P. Morgan Asset Management · GigMatch · Nationwide · Fidelity Investments · Vanguard · Partners Group · Principal Financial Group · ADP · Slavic401k · Securian Financial
Agenda
- Table Talks: Operational Efficiency and Technology Use 9 November 2026
- Table Talks: Plan Reviews 9 November 2026
- Table Talks: Requests for Proposals 9 November 2026
- Opening Remarks 9 November 2026
- A View From the Top 9 November 2026
- Debate: Private Market Investments in DC Plans 9 November 2026
- Bringing Private Markets into 401(k) Plans 9 November 2026
- The Odd Couple 9 November 2026
- The 2026 Midterms: What may be next for workplace retirement plans? 9 November 2026
- From Benefit to Bedrock: What Emergency Savings Means for Your Practice 9 November 2026
- Let’s Get Real About DC Plan Investing 9 November 2026
- Table Talks: Adviser Pricing 9 November 2026
- Emerging Leaders and Excellence in Operations Awards 9 November 2026
- Opening Remarks 10 November 2026
- Understanding Private Equity’s Interest in Advisory Firms 10 November 2026
- Future-Proofing Your Practice 10 November 2026
- Adviser M&As: Do’s and Don’ts 10 November 2026
- Table Talks: Building and Managing a Multi-Generational and Diverse Team 10 November 2026
- Table Talks: Adviser Compliance 10 November 2026
- The PEP Journey 10 November 2026
- From Numbers to Next Steps: Applying insights from the 2026 Newport/PLANSPONSOR NQDC Plan Trends Survey 10 November 2026
- Data-Driven Designs 10 November 2026
- SECURE Acts, Smarter Plans 10 November 2026
- Litigation Lessons 10 November 2026
- Committee Meeting Evolution 10 November 2026
- From Prudent Process to Product Readiness 10 November 2026
- What I Wish I Knew Earlier 10 November 2026
- Opening Remarks 11 November 2026
- AI in Practice 11 November 2026
- Plan Sponsor Perspectives 11 November 2026
- Health Plan Fiduciary Duties Workshop 11 November 2026
- Leadership and Career Development Workshop 11 November 2026