TOPICS
Sessions for Next-Gen Plan Consulting
Optimizing Firm Efficiency
Streamline your front- and back-office with proven frameworks that eliminate manual bottlenecks. Dive into how top TPAs are removing repetitive work, reducing errors, and freeing your team to focus on strategic value-add rather than constant firefighting.
Scaling Growth with Technology
Growth isn’t just about more clients—it’s about the right systems behind them. Explore how to implement scalable platforms, integrate vendors, and build a growth engine that supports expansion without a proportional increase in overhead.
Embracing AI for Future Readiness
AI isn’t optional—it’s the differentiator. Learn how leading firms are applying AI to document processing, compliance workflows, and client communication. Discover how to adopt intelligently, balance human and machine, and stay ahead of the curve.
Technology-Led Client Experience
In a competitive market, client experience is your edge. Uncover how automation, analytics, and digital engagement are redefining service in the retirement plan space. Build a client-centric model that delights sponsors and participants and drives retention.
Keynote: Survival of the Smartest
Join our keynote on why the smartest, most adaptive TPAs will thrive. In a rapidly evolving landscape, it’s not the biggest firm, but the most nimble and tech-savvy one that wins. Gain strategic insight into navigating disruption and emerging stronger.
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.
