Join Us at RANDUG 2023
November 1 – 3, 2023 in Clearwater Beach, FL
at the Sandpearl Resort
AGENDA
2023 Annual Meeting (November 1-3) Clearwater Beach, FL
Conference begins with a reception on Wednesday at 5:00 and ends on Friday at 3:00.
5:00 – 7:00 | Welcome Reception & Early Registration sponsored by PenChecks Platinum Sponsor Location: Gulf Lawn |
Time | Minutes | Room |
---|---|---|
7:45 – 8:30 | 45 | Registration & Breakfast Buffet, sponsored by Schwab Location: Hunter A |
8:30 – 8:35 | 5 | Opening Remarks – Karla Leckliter, RANDUG |
8:40 – 8:55 | 15 | Relius Session – FIS Retirement Business Update, Bill Byerly |
9:00 – 9:30 | 30 | Platinum Sponsor – Fidelity |
9:35 – 10:25 | 50 | Relius Session – Retirement NextGen Part 1, Warren Jennings |
10:25– 10:45 | 20 | Break |
10:45 – 11:35 | 50 | Relius Session – Retirement NextGen Part 2, Warren Jennings |
11:40 – 12:00 | 20 | Diamond Sponsor – American TCS |
12:00 – 1:00 | 60 | Lunch Buffet – Sponsored by American TCS Location: Pool Lawn |
1:00 – 2:40 | 100 | Relius Session– Secure 2.0 update on Regulations and Relius Programming David Schultz, Angel Kirby |
2:45 – 3:05 | 20 | Diamond Sponsor- Schwab |
3:05 – 3:25 | 20 | Break |
3:25- 4:05 | 40 | Relius Session–Relius Roadmap/What’s New Relius – Warren Jennings, Angel Kirby |
4:10 – 4:25 | 15 | Gold Sponsor – iJoin |
4:30 – 5:00 | 30 | Relius Session–Support Update – Andy Hefty |
5:00 – 7:00 | 120 | Reception sponsored by Fidelity Platinum Sponsor Location: Gulf Lawn |
Time | Minutes | Room |
---|---|---|
7:45 – 8:30 | 45 | Breakfast Buffet, sponsored by Broadridge Location: Hunter A |
8:30 – 9:20 | 50 | Relius Session – Catch Up on Roth and More David Schultz, Angel Kirby |
9:25 – 9:55 | 30 | Platinum Sponsor – PenChecks |
9:55 – 10:15 | 20 | RANDUG Round Table – Let’s discuss Student Loan, Auto Portability and more |
10:15 – 10:40 | 25 | Break |
10:40 – 10:55 | 15 | Gold Sponsor – Finch |
11:00 – 11:15 | 15 | Gold Sponsor – GSM |
11:20 – 11:50 | 30 | RANDUG Round Table – ASP Connection Tips |
11:50 – 1:00 | 70 | Lunch Buffet – Sponsored by GSM Location – Pool Lawn |
1:00 – 2:25 | 85 | Legislative Update (all other but Secure 2.0) David Schultz, Relius |
2:25 –2:55 | 30 | RANDUG RoundTable – What are you doing … Emergency withdrawals, PLESA |
2:55 – 3:00 | 5 | Closing Remarks – Karla Leckliter, RANDUG |

SandPearl

