This website or its third-party tools use cookies, which are necessary to its functioning and are required to achieve the purposes illustrated in our online privacy policy.
September 25-27 | Newport Beach, CA
Are you ready to make meaningful connections, attend engaging sessions, hear insightful presentations, and have a fantastic time in Newport Beach?
We’re thrilled to welcome you to an inspiring and enlightening gathering of thought leaders and industry experts.
Last year, we explored plan personalization and shared innovative ideas to increase engagement. We had energetic discussions as we brainstormed solutions to the challenges facing plan sponsors and their participants. Additionally, we enjoyed some of the many sights and sounds of Newport Beach.
This year, our theme is “Creating Confidence,” and IRON promises even more engaging sessions with a particular lens on defined contribution lifetime income solutions, insightful presentations, excellent networking opportunities (and fun). We’re confident your attendance will empower you with the knowledge and connections needed to help you and your organization.
WED SEPT 25
All Day
Arrivals into Newport Beach
Pendry Newport Beach
(NOTE: a valid I.D. will be required to enter the Pacific Life building for the welcome reception and meetings)
4:30pm – 6:00pm
Welcome Reception
Pacific Life 5th Floor Deck
6:30pm – 8:00pm
Group Dinner-Ocean 48-Fashion Island
THURS SEPT 26
Meetings will be held in the Pacific Life Building-Santa Rosa-5th Floor, unless otherwise noted.
7:30am – 8:00am
Breakfast
8:00am – 8:15am
Welcome and Opening Remarks
8:15am – 9:00am
Voice of the American Workplace Survey
with Jacquelyn Reardon-Franklin Templeton
9:00am – 9:45am
Decoding Retirement
with Dr. Qi Sun-Pacific Life
9:45am – 10:00am
Break
10:00am - 11:00am
Recordkeeper Findings
with Lew Minsky-DCIIA
11:00am - 11:45am
Roundtable Discussion
Group Voted Topic
11:45am – 12:00pm
Group Photo
Pacific Life Front Steps
12:00pm – 1:00pm
Lunch
1:00pm – 1:50pm
Interactive AI discussion
with Jim Breen and Karen Neeley
1:50 pm – 2:30pm
Wrap-up, Next Steps and Farewell
4:00pm – 9:00pm
Duffy Boat and Dinner at The Cannery (optional)
NOTE: The harbor can get fairly cool in the evening, please bring appropriate outerwear
FRI SEPT 27
All Day
Departures
HOTEL
Pendry Newport Beach Hotel 690 Newport Center Drive Newport Beach, CA 92660
GROUND TRANSFERS
Transfer to/from the Airport
The most convenient airport to fly into is John Wayne Airport (SNA). It is approximately 6 miles from the hotel. Please take ride share or taxi to/from the airport.
ATTIRE
Welcome Reception and Meeting: Business Casual (appropriate tops, shirts, collared/polo shirts, dress slacks, khakis or jeans).
Activity: Casual (shorts okay).
PROFESSIONAL HEADSHOTS
A Pacific Life photographer will be onsite offering professional headshots on Thursday, September 26.
Photos are optional and will be available on a first-come, first-served basis during breakfast and morning break.
Please wear professional attire that does not have a pattern that may affect the photo or background. Avoid wearing anything silver, shiny, or with busy small patterns.
Should you have any questions regarding this meeting, please contact the meeting manager, Kasey Tysdal at: kasey.tysdal@pacificlife.com
Pacific Life, its affiliates, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or attorn
Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products. Pacific Life, its affiliates, its distributors, and respective representatives do not provide any employer-sponsored qualified plan administrative services or impartial advice about investments and do not act in a fiduciary capacity for any plan.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company or Pacific Life & Annuity Company. In New York, insurance products are only issued by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.