Retirement Income Strategies: Designing a Practical Roadmap
Defined contribution plan sponsors are keenly aware of their employees’ financial insecurity about not having adequate income in their retirement years or outliving their income stream. The retirement income imperative is here to stay – and many sponsors have started down the path of evaluation and implementation of retirement income solutions. Yet with numerous products and approaches in the marketplace, how does one determine what’s optimal for employees?
This two-day event, which highlights the plan sponsor viewpoint and is supported by leading industry providers, examines the range of solutions and services that DC plans can consider for participants in the decumulation phase – and highlights best practices being adopted and what’s coming next.
Featured Sessions
KEYNOTE DISCUSSION
A View from the DOL: Q&A with DOL EBSA NY Regional Director Mark Seidel on Retirement Income, DOL Enforcement and Other DOL Priorities
Speakers:
Elizabeth Goldberg | Morgan Lewis & Bockius LLP
Mark Seidel | Employee Benefits Security Administration (EBSA)
PANEL DISCUSSION
Plan Sponsor Experiences from the Front Line
Speakers:
Greg Fox | Aon
Michael Consorte | The State University of New York
Kevin Hanney | Formerly RTX
AGENDA HIGHLIGHTS
Current Litigation and Upcoming Regulatory Changes Impacting Retirement Income Solutions
Examination of the DOL’s current challenges and priorities, update on the fiduciary ruling and developments in ERISA litigation.
Reassessing Target-Date Funds
with an Eye on Decumulation
Examining the different needs of participants.
Educating and Preparing Participants for the Decumulation Phase
Innovative and successful participant communication and education approaches.