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The Most Important RPA Conference for Those Interested in Convergence

The most valuable gatherings focus on the future, which is what the Wealth@Work conference is all about.

The first thing you notice when you attend the Wealth@Work conference (formerly known as Excel401k) is that there are no gigantic booths in the exhibit hall making everything and everyone seem so accessible. Even more important is the focus on the future, which is the growing convergence of wealth, retirement and benefits at the workplace.

To amplify this theme, Wealth@Work has selected’s RPA Edge to be their official media sponsor.

“We’re excited about the value this partnership brings to the table as advisors need to grow their expertise in new areas of our industry,” noted Lisa Allen, chief revenue officer at Advisor2X. “’s RPA Edge will help us connect the wealth management and 401(k) sides of our industry, provide content ideas to keep our agenda focused on the most important discussions, and increase engagement in our community.”

The most valuable conferences focus on the future, which for RPAs includes:

  • Convergence
  • Explosion of the small business market
  • In-plan retirement income

Though the Triple Fs, legislation and litigation are important to know about, we can read about them or attend webinars. The future is harder to define and predict, which is why collaboration with high level progressive RPAs and wealth advisors is needed. Wealth@Work offers that in an intimate setting limited to 500 people designed to increase interaction with main stage sessions in the exhibit hall and short breakouts close by.

Interesting sessions cover:

  • Obstacles to in-plan retirement income
  • How to integrate wealth management into a retirement practice
  • Serving the small market at scale
  • Should RPAs cross sell?
  • Leveraging state mandated plans

The war for talent has made benefits, especially retirement plans, a key weapon to attract and retain key talent. Helping with fees, funds and fiduciary issues are expected and have been commoditized leading to declining RPA plan fees. Helping plan sponsors integrate wealth, retirement and benefits enabling employees to better manage personal finances while selecting the right benefits will distinguish RPAssss from the pack while providing additional and sometime vastly greater revenue., with 600,000 monthly unique visitors, and RPA Edge with 37,500 subscribers, is excited to be partnering with the only RPA conference squarely focused on the future, especially the convergence of wealth, retirement and benefits at work. A conference E-Zine will be produced along with onsite videos which will be posted on RPA Edge—look for upcoming videos with interesting speakers.

Whether an RPA specialist interested in these dynamic issues or a wealth manager realizing the value of working with DC plans to build their practice, the October 15 -17 Wealth@Work conference to be held at National Harbor in Maryland is the one industry event you cannot afford to miss.

Fred Barstein is founder and CEO of TRAU, TPSU and 401kTV.


Register now to attend Retirement Income Edge, December 13-15, 2023 at The Westin, Nashville, Tenn.

TAGS: Industry
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