2024
RTUG MEETUP

​

​

Wednesday, April 22nd - Friday, April 24, 2026

Savannah, GA

​

The Retirement Technology User Group (RTUG) is holding its annual meeting to discuss technology solutions in the retirement space.

​

For the last few years, our group has added more and more user led sessions. This spring, we’re debuting a fully user-led content lineup. Every session is developed and delivered by peers across the retirement technology community. Expect practical, tactical insights you can bring back to your firm, plus the kind of candid lessons-learned and implementation stories you only get in a true user group setting.

​

Whether you work in IT, engineering, operations, or a hybrid role, the RTUG Spring Meetup is designed to help you walk away with actionable ideas, peer-validated solutions, and new connections across the retirement ecosystem.

 
If you have any specific questions or topics you would like to discuss during the upcoming meeting, please feel free to send them to rtug@rtug.org so that we can incorporate them into the agenda.
​

​​

​

Do I Need to Belong to RTUG to Attend?

No. Anyone in the retirement technology community is welcome. Members receive access to the RTUG forum and a discount on registration, but membership is not required to participate.

​

Are These Sessions Platform-Specific?

Sessions are intentionally designed to share knowledge that translates across recordkeeping platforms and disparate systems. Many presenters work with middleware, integration layers, or operational frameworks that apply broadly throughout the retirement ecosystem.

​

What’s Included With Registration?

Access to all sessions, networking events, and community discussions throughout the meetup. Additional details about meals, lodging, and schedule will be released shortly.

​

​

AGENDA

Day 0 - Evening Welcome Reception (no sessions)

​

Day 1 - Full Day

User Led Sessions​

​

• AI enablement and productivity tooling

  • A Blessing & A Curse - Have you red-teamed your AI (e.g., "Find all files with salary info.")​

• How to build and host your own AI

  • Do you need AI? What to know before buying/committing

• How to RFI/RFP (recordkeeping) platforms​

• Trust data intake, document processing workflows & digital/paper hybrids

• Data retention and archival patterns beyond traditional formats

• Maintenance strategies for essential operational files

• Mass plan migrations & historical data reconstruction

• Email productivity and modern AI-assisted writing/search workflows

• Middleware and connector-based automation

• No-code tooling for operational empowerment

• Careers in Retirement Technology roundtable - accreditations vs. real-world experience and how to stay relevant

​

Group Dinner (location TBD) 

​

Day 2 (half day) - RTUG members only

Open Forums - RTUG Member-led sessions​

Topics are subject to change, time slots are being scheduled and will be distributed to attendees when finalized.