RRC Roundtable & San Francisco Ambassador Event

Join regional RRC members on December 9 in San Francisco for an invitation-only discussion on artificial intelligence’s impact on the retirement industry, including opportunities, challenges, and practical solutions. The afternoon session will be followed by a festive holiday happy hour with DCIIA, WIPN, and WP&BC, featuring networking, cocktails, and hors d’oeuvres.

Ambassador Events
12/9/26 3:00 pm
 -  
7:00 pm
Morgan Lewis, 600 Montgomery Street, Suite 2300
San Francisco
CA
Register

Join us for a special, invitation-only RRC member gathering on December 9th from 3:00-5:00 PM hosted at Morgan Lewis in San Francisco (600 Montgomery Street, Suite 2300).

This session will bring together regional RRC members for a focused conversation to explore one of the most important forces shaping the retirement industry: artificial intelligence. AI is changing how the retirement ecosystem engages participants and enables employers and other stakeholders to administer plans, while raising important questions about fiduciary risk, data security, and trust. A panel of stakeholders from across the ecosystem will discuss AI’s potential benefits and possible drawbacks, followed by small-group discussions where attendees can share perspectives and collaborate on practical solutions to the challenges raised.

Evening Ambassador Event

The roundtable will be followed by a Holiday Party from 5:00–7:00 p.m at City Club. Join DCIIA, WIPN, and WP&BC for a holiday happy hour featuring cocktails, hors d’oeuvres, and an evening of networking. Celebrate the season while connecting with fellow attendees, DCIIA colleagues, and local industry peers.

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