Retirement Plan Advisor Summit West 2026

The essentials

Event details

Dates

29 September 2026 to 30 September 2026

Location

Santa Monica

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 Ballin, Principal
• Mike Beck, DC Product Specialist, Nationwide
• Frank Bitzer, National Director of ERISA Consulting, Marsh McLennan Agency, Retirement Services
• Veronica Bray, CEO, Retire

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