InvestmentNews RPA Convergence Roundtables and Think Tanks are unique events for the senior level executives and professionals in the 401(k) market from the four major provider segments that offer engagement in high level discussions about the current state of the industry, the future and how to leverage opportunities while overcoming challenges. The four market segments scheduled for 2021 events, to be held in person with a virtual option, include:

  1. Record Keepers (September 22-23 NYC)
  2. Broker-Dealers (October 20-21 NYC)
  3. DC Aggregators (November 17-18 NYC)
  4. CIOs (December 8-9 Virtual)

Only a limited group of professionals from leading industry organizations along with a select number of sponsoring organizations are invited to engender interaction. The agenda is user-generated with no outside speakers, allowing attendees to interact with peers and get their message out to the RPA Convergence and InvestmentNews vast audiences.

Major themes that resonated in all four 2020 events included:

  • Industry consolidation
  • Convergence of wealth, retirement, and benefits at the workplace
  • Industry “coopetition”
  • Covid-19 effect
  • Litigation and legislation


See 2020 Events Content Here

Record Keeper Think Tank

September  22-23, 2021
Convene, NYC


Broker-Dealer Think Tank

October 20-21, 2021 
Convene, NYC 


Aggregator Think Tank

November 17-18, 2021
Convene, NYC 


CIO Think Tank

December 8-9, 2021


Interested in participating in one of the Roundtables/ Think Tanks?


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InvestmentNews is the trusted resource for financial advisers. Our multi-platform approach consists of quality content, data and information, served to advisers across our premium magazine, digital, research, custom, and events. Our extensive reach includes 1.1 million financial services professionals who influence more than $23T in managed assets.*  Our technology-led platforms and intelligence, coupled with our reader engagement, has allowed us to provide extensive coverage and analysis of important topics in the financial advisory industry, ultimately providing our audience with content that enables them to do their jobs better.

*Source: Advantage, Google Analytics, Microsoft Dynamics, Cvent, LSC PagePro, LinkedIn, Twitter, Facebook, July 2020.