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Join Retirement Industry Leaders in
Carlsbad, CA on March 18-20, 2026

Automation in Retirement Conference

Automation in Retirement Conference

The Premier Event for Tech-forward Retirement Plan Consultants

The Premier Event for Tech-forward Retirement Plan Consultants

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Join Retirement Industry Leaders in
Carlsbad, CA on March 18-20, 2026

Automation in Retirement Conference

The Premier Event for Tech-forward Retirement Plan Consultants

20+ Speakers

20+ Speakers

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21 Sessions

21 Sessions

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150+ Attendees

150+ Attendees

Our Hosts

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Our Hosts

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VENUE

Omni La Costa Resort & Spa

Set against the dramatic coastal foothills of Carlsbad, Omni La Costa is more than a location—it’s a destination. A timeless Spanish-Mission-style resort spanning 400 acres of manicured gardens, palm-lined walkways, and tranquil fountains.

Golf, elevated to art

Play on professionally redesigned championship courses, where every swing is framed by breathtaking vistas. These pristine fairways have hosted NCAA tournaments and stand among Southern California’s most celebrated greens.

Wellness that awakens the senses

step into a world of sensory renewal at the award-winning Spa at La Costa, where signature treatments, indulgent facials, and rejuvenating therapies unfold beneath a custom floral scent called Sundarya.

Pools for every rhythm

Drift into relaxation or splash into family fun across eight pools—from tranquil adults-only escapes to spirited water-slide play zones and lazy rivers.

Luxury meets lifestyle

Relax in elegantly appointed rooms, villas or suites, unwind by the fireplace or enjoy curated cuisine at resort-side dining, boutique shopping, or fitness and family programs—everything you need is elegantly within reach.

Coastal serenity, effortlessly accessible

Enjoy Carlsbad charm, nearby beaches, and iconic attractions like LEGOLAND®. Three regional airports (Carlsbad, San Diego, Orange County) make travel seamless for all.

Join us at Omni La Costa in March 2026—where the brilliance of business meets the beauty of the beach.

Let inspiration flow in every moment.

Ticket Pricing

TPA Innovator

Early-bird special

$495

Full Event Access

Interactive Sessions

5 Meals Included

For the first 30 TPAs only

Up to 30 attendees

TPA Innovator

Early-bird special

$495

Full Event Access

Interactive Sessions

5 Meals Included

For the first 30 TPAs only

Up to 30 attendees

TPA Innovator

Early-bird special

$495

Full Event Access

Interactive Sessions

5 Meals Included

For the first 30 TPAs only

Up to 30 attendees

TPA Regular

Standard registration

$695

Full Event Access

Interactive Sessions

5 Meals Included

For verified TPAs/RPCs only

Up to 80 attendees

TPA Regular

Standard registration

$695

Full Event Access

Interactive Sessions

5 Meals Included

For verified TPAs/RPCs only

Up to 80 attendees

TPA Regular

Standard registration

$695

Full Event Access

Interactive Sessions

5 Meals Included

For verified TPAs/RPCs only

Up to 80 attendees

Vendor

Standard registration

$1,495

Full Event Access

Interactive Sessions

5 Meals Included

RKs, software, auditors, etc.

Up to 20 attendees

Vendor

Standard registration

$1,495

Full Event Access

Interactive Sessions

5 Meals Included

RKs, software, auditors, etc.

Up to 20 attendees

Vendor

Standard registration

$1,495

Full Event Access

Interactive Sessions

5 Meals Included

RKs, software, auditors, etc.

Up to 20 attendees

Frequently Asked Questions

Who should attend?

Retirement plan consultants (TPAs), recordkeepers, technology providers, and industry professionals interested in workflow automation and the future of retirement plan administration.

How do I register?
What’s included with my registration?
Are there hotel accommodations at the venue?
Which airports are nearby?
Can I bring a guest?
Who should attend?

Retirement plan consultants (TPAs), recordkeepers, technology providers, and industry professionals interested in workflow automation and the future of retirement plan administration.

How do I register?
What’s included with my registration?
Are there hotel accommodations at the venue?
Which airports are nearby?
Can I bring a guest?
Who should attend?

Retirement plan consultants (TPAs), recordkeepers, technology providers, and industry professionals interested in workflow automation and the future of retirement plan administration.

How do I register?
What’s included with my registration?
Are there hotel accommodations at the venue?
Which airports are nearby?
Can I bring a guest?