2026 RPA Roundtables & Think Tanks

Peer-driven dialogue. Open agenda. Actionable insights.

Bringing together retirement industry leaders for candid, collaborative discussions on the challenges, opportunities, and innovations shaping the defined contribution industry. 

2026 RPA Roundtables & Think Tanks at a Glance

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TPA Roundtable

April 9-10

University of Chicago Gleacher Center,
Chicago, IL

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RPA Record Keeper Roundtable

June 4-5, 2026

Salamander Hotel
Washington, DC

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RPA Broker Dealer Roundtable

September 9-10, 2026

Goldman Sachs Headquarters
New York, NY

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RPA Aggregator Roundtable

November 12-13, 2026

University of Chicago Gleacher Center
Chicago, IL

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Convergence Roundtable (NEW)

December 10-11, 2026

Morningstar
Chicago, IL

Building the Future of
the DC Industry–Together

Building on the tremendous success of our 2025 programs, we are energized to carry that momentum into an exciting 2026.

We invite you to explore opportunities to participate in and sponsor the 2026 RPA Roundtables & Think Tanks. The schedule includes next year's new addition of our Convergence Roundtable, rounding out the schedule to five Roundtable events for 2026.

Sponsorships are limited to just 10 slots. 

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WHY PARTICIPATE?

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Peer-to-Peer Dialogue

Engage with retirement industry leaders who bring decades of experience across the retirement industry ecosystem to exchange perspectives, explore challenges, and share practical insights.

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Open Agenda Format

Help shape the conversation around the issues, challenges, and opportunities most relevant to your business and clients.

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Media Coverage

Extend your insights beyond the Roundtable through coverage on WealthManagement.com and 401kTV, reaching a broad industry audience.

2026 Schedule

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TPA Roundtable

April 9-10, 2026 (Thu/Fri)

University of Chicago Gleacher Center, Chicago, IL

Clipboard In Blue Circle Icon

RPA Record Keeper Roundtable

June 4-5, 2026 (Thu/Fri)

Salamander Hotel
Washington, DC

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RPA Broker Dealer Roundtable

September 9-10, 2026 (Wed/Thu)

Goldman Sachs Headquarters
200 West St. New York, NY 10282

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RPA Aggregator Roundtable

November 12-13, 2026 (Thu/Fri)

University of Chicago Gleacher Center, Chicago, IL

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Convergence Roundtable (NEW)

December 10-11, 2026 (Thu/Fri)

Morningstar
22 W Washington St #7, Chicago, IL

What You Get As A Sponsor

Six hours of meaningful engagement. Two professionals from your organization get six hours plus dinner in an intimate setting with key decision-makers.

Gain firsthand insights. Hear from industry leaders, partners and prospects about their biggest challenges and opportunities.

Extend your brand. Reach a broader audience through media coverage on WealthManagement.com and 401kTV, including a 5–7 minute video interview.

Connect with the right people. Position your products and services in front of key retirement industry decision-makers in a focused, collaborative setting.

Build lasting relationships. Cultivate meaningful industry relationships and explore opportunities for collaboration.

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2026 Sponsor Pricing

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$30,000
FOR ONE

2 People Icon Blue

$55,000
FOR TWO

BEST VALUE

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$75,000
FOR THREE

4 People Icon Blue

$90,000
FOR FOUR

5 People Icon Blue

$100,000
FOR ALL FIVE

All sponsorships include company logo recognition across pre-event, on-site, and post-event materials, media coverage, and attendee list (opt-in).

Sample Agenda

Day 1
3:30pm - 4:00pm Intro, Welcome & Networking
4:00pm - 4:20pm Research Results with RPA Registrants by Warton Center in Collaboration with DCUA's RRC
4:20pm - 6:00pm Roundtable Discussion: Biggest Opportunities and Challenges - Top Line
6:00 - 8:30 pm Refreshments & Off-site Dinner
Day 2
8:00am - 9:00am Networking Breakfast
9:00am - 9:15 am Review of Day 1 Opportunities and Agendas for Day 2
9:15am - 10:30 am Deeper Dive Into Gaps & Challenges
10:30am - 11:00am Networking Break
11:00am - 11:45am Discussion: Given opportunities and challenges how to solve / collaboration / needs / requirements / help
11:45am - 12:00pm Wrap Up Discussion: Goals
12:00pm Review results - did this event meet your goals? How do we improve for next year? How can we help you? Other needs
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Sponsorships are limited to just 10 slots.

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