Upcoming Events
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EBRI – Spring Policy Forum
Join us at the 2024 Spring Policy Forum which will feature new research and panel discussions
May 16 2024, Washington, DC
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Groom Law Group
Join us at the 26th Annual Seminar to hear about important developments, gain valuable takeaways, and engage with peers
May 16 – 17 2024, Washington, DC
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Broadridge Fi360 Advisor Summit
Join us for topics spanning financial planning, marketing, retirement income and practice management to cybersecurity
May 19 – 21 2024, Austin, TX
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DCIIA / Spark Public Policy Forum
Join us to discuss ways to improve the retirement security of America’s workers through the retirement savings system
June 4 – 5 2024, Washington, DC
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Past Events
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SPARK Institute Advisory Board Meeting
SPARK Institute Q1 Advisory Board Meeting
SPARK is widely considered one of the most effective advocacy organizations in the country for the retirement plan industry.
March 13 – 14 2024, New York City, NY
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DCIIA RRC Summit
DCIIA Bi-Annual RRC Summit
Join us at the DCIIA Retirement Research Center (RRC) Summit
February 29 2024, Newport Beach, CA
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DCIIA Innovation Forum
DCIIA Innovation Forum 2024
Join us at the DCIIA Innovation Forum for CEO, Trevor Gary’s insights on Optimising Engagement Models
February 28 2024, Newport Beach, CA
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DCIIA Academic Forum 2023
DCIIA Academic Forum 2023
Join us at the DCIIA Academic Forum for the latest industry research!
November 29 2023, New York City, New York
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Spark Forum 2023
Operational Topics for Record Keepers
Join the Micruity Team at the Spark Forum in Palm Beach Florida as we dive into operational topics for Record Keepers.
November 5-7 2023, Palm Beach, Florida
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DCIIA Webinar
Recent Developments in Retirement Income Solutions
Join Elizabeth Heffernan for a group discussion on Recent Developments in Retirement Income Solutions.
October 27 @ 12.00pm EST | Webinar
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DCIIA: Academic Forum 2022
Defined Contribution Institutional Investment Association
Elizabeth Heffernan, Chair of the DCIIA Retirement Income Committee, will join Defined Contribution professionals from around the country for the Academic Forum in New York City.
November 15 | New York City, New York
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Spark Forum 2022
Panel: How Modernization of Technology is Improving Participant Outcomes
Elizabeth Heffernan (Micruity) with James Fulgenzi (Notarize), James Liberi (vWise), Peter Littlejohn (IRALogix) and moderated by Tina Sanchez (BlackRock).
November 6 – 8 | Palm Beach, Florida
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NAPA Erisa 403b Advisor
PANEL: Retirement Income – real innovation or more of the same chit chat?
Join Elizabeth Heffernan as she discusses the state of retirement income within the 403(b) marketplaceOctober 3, 2022 | Washington DC
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Boston Fintech Week
PANEL: Fintech & Insurance – Digitizing the Last Mile
Trevor Gary with Peter McDonald (Wunderite), Alan Egbert (Ask Kodiak), Daniel Demetri (Trellis) | Moderated by Samantha Santaniell (MassMutual Ventures)September 27 @ 1:50pm | Boston
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InsureTech Connect
Join us at the world’s largest InsureTech event
September 20-22, 2022 | Las VegasBooth 3447