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iJoin MasterClass Recap

2025 Executive Forum

September 10 – 12, 2025

PIMCO Headquarters

650 Newport Center Drive
Newport Beach, CA 92660

Day 1 Recap

Day 2 Recap

Additional Resources

Photos

Survey  

Day 1 Sessions

PIMCO: The Fragmentation Era, June 2025

Macroeconomic Update and Outlook

PIMCO

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Pacific Life: Defined Contribution Lifetime Income - What is the "Why" for Recordkeepers?, September 2025

Defined Contribution Lifetime Income: What is the “Why” for Recordkeepers?

PACIFIC LIFE

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QDIA: A Personalized Target Date Solution and Lifetime Income

iGPS: Save to Safe

iGPS-PIMCO

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People and Technology at your service. 30 Years of retirement industry leadership and innovation. NextLevel IRA.

From Leakage to Growth: How Recordkeepers Can Help Advisors Retain Assets and Unlock Future Clients

PENCHECKS TRUST

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Future of Workplace Retirement Solutions: Evolving Workplace Retirement Trends and Opportunities, September 2025

The Future of Workplace Solutions

FRANKLIN TEMPLETON

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A Distinctive Investment Approach Designed to Deliver Superior Results for Clients

The Capital System

CAPITAL GROUP

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PGIM Retirewell Managed Accounts, September 2025

PGIM RetireWell Accounts

PGIM

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Day 2 Sessions

iJoin Product Roadmap, 2025 and Beyond

iJoin Product Roadmap

IJOIN

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Policy, Regulation, and Litigation by Bonnie Treichel, JD and Thomas E. Clark Jr., JD, LLM

Policy, Regulation, and Litigation: The Changing DC Environment

ENDEAVOR LAW & WAGNER LAW GROUP

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