Beyond the 401k

Laurie Rowley is a social entrepreneur dedicated to building companies that improve financial security. She is Co-Founder and President of Icon, the country’s first universal retirement plan. She also is the founder of several successful companies including NARPP and N-Labs, where she still holds board positions. She has a background in behavioral finance and research having helped launch the Behavioral Finance Forum. She is widely regarded as an expert in financial decision making, human-centered design and strategy.

John Sweeney is a Financial Services leader with expertise in Investing, Retirement, FinTech and Blockchain. John is the former EVP of Retirement and Investing Strategies at Fidelity where he led the redefinition of Fidelity’s accumulation, retirement income, and investment guidance initiatives. He is currently a Managing Partner at Momentum Capital Partners, LLC. where he provides consulting services to the financial services industry and serves as an advisor to the Icon Savings Plan.