WealthTech
Retirement Plan Advisor Summit West 2026
The essentials
Event details
- Dates
- 29 September 2026 to 30 September 2026
- Location
- Santa Monica, United States
- Organiser
- Institutional Investor
- Industry
- WealthTech
Who attends
The audience
The Retirement Plan Advisor Institute (RPAI) is a private, invitation-only membership community for leading retirement plan advisor firms, premier asset managers, and key service providers across the defined contribution landscape.
As described by the organiser
Agenda themes
Topics covered
- Retirement
- IT
- Retirement Plan
On stage
Speakers
- Jessica BallinPrincipal
- Mike BeckDC Product Specialist, Nationwide
- Frank BitzerNational Director of ERISA Consulting, Marsh McLennan Agency, Retirement Services
- Veronica BrayCEO, Retire
Stay on it
Get the next edition
When Retirement Plan Advisor Summit West 2026 announces its next edition, or these dates change, we read it from the organiser's own site. One email when that happens, nothing else.
Plan this event
Work out who to meet here
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