The 3rd Annual Managing Retirement Income

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Agenda - Day Two

Tuesday, February 13, 2007

7:45

Registration

8:30

KEYNOTE BREAKFAST PRESENTATION:
Analyzing Boomer Finances As They Transition Into Retirement

John Ameriks, Senior Investment Analyst
VANGUARD

9:15

Time to move to main conference

THE FUTURE OF RETIREMENT
Track A Investment Focus	Track B Insurance Focus
9:30	9:30
Introduction by Section Co-Chair	Introduction by Section Co-Chair
9:35	9:35
The Salient Regulatory Constraints Moderator: Al Turco, Partner PEPE & HAZARD LLP Panelists: Matthew Reece, Counsel PEPE & HAZARD LLP Allan S. Friedland, Partner JACKSON LEWIS	New Jobs or New Careers? Moderator: Garth Bernard, Vice President, Product Strategy METLIFE Panelists: Laurence Stybel, Co-founder STYBEL PEABODY LINCOLNSHIRE Laura Varas, Research Partner FRC Bing Waldert, Senior Analyst CERULLI ASSOCIATES
10:20 \| Time to move between Sessions
10:25	10:25
DB, DC, Retail Differences? Jerry Bramlett, CEO THE 401(k) COMPANY Keith Piken, BANK OF AMERICA Eric Levy, MERCER HR SERVICES	The Salient Regulatory Constraints Moderator: Joan Boros, Partner JORDEN BURT LLP Panelists: Martin Lybecker, Partner WILMER HALE LLP
11:10 \| Morning Networking and Refreshment Break
11:35	11:35
New Jobs or New Careers? Laura Varas, Research Partner FRC Laurence Stybel, Co-founder STYBEL PEABODY LINCOLNSHIRE John Hoagland, Partner MAINSTAY PARTNERS	DB, DC, Retail Differences? Bret Benham, TIAA-CREF Spencer Williams, Senior Vice President, Income Management Group MASSMUTUAL Chris Mayer, Vice President, Retirement & Investor Services PRINCIPAL FINANCIAL GROUP

12:20	Luncheon for delegates and speakers KEYNOTE PRESENTATION: The Tectonic Shift from Accumulation to Distribution Robert Pozen, Chairman MFS INVESTMENT MANAGEMENT
	BEHAVIOR
1:45	Talking 'Bout My Generation: Insights on Baby Boomers Connie Williams, Managing Partner, Insight Practice SYNECTICS INC.
2:30	From Overall Trends to Market Segmentation: RIIA's Research Program Moderator: Kathleen Beichert, Senior Vice President, Director, Retirement Plans Product Management OPPENHEIMERFUNDS, INC. Panelists: Elvin Turner, Managing Director TURNER CONSULTING Larry Cohen, SRI CONSULTING BUSINESS INTELLIGENCE
3:30	Afternoon Networking Break
3:50	From Market Segmentation to Risk Profiles Moderator: Elmer Rich, Account Manager MARITZ RESEARCH Panelists: David McClellan, Vice President, Advisor Business Development MORNINGSTAR ASSOCIATES Lisa Plotnick, Senior Analyst CERULLI ASSOCIATES Nicolo Torre, Ph.D., CFA, Head of Research ADVISOR SOFTWARE INC.
4:35	Conclusion and Wrap Up Francois Gadenne, Founding Chairman RETIREMENT INCOME INDUSTRY ASSOCIATION
5:00	Conclusion of Main Conference

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Retirement Income Investment Association

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