Helping participants achieve lasting financial security in retirement has never been more urgent. Greater longevity, healthcare issues, and lower savings have created a perfect storm for many retirees facing a financial shortfall in their decumulation years. Employees are worried about outliving their savings, and DC plan sponsors are concerned about ways to help retirees and near-retirees be better prepared for their spending years. Fortunately, the retirement asset management industry has come up with a range of solutions – from lifetime income products to stable value solutions and other decumulation paths – that can help employees meet their retirement needs. With multiple products and approaches, the question is no longer whether to act, but how to choose the right path forward. 

This one-day event is a must-attend for DC plan executives who are building and expanding their plan offerings that can strengthen financial outcomes for their employees in the decumulation years. At spirited panel sessions, fireside chats and presentations, plan sponsors and industry providers will explore the evolving landscape of retirement income solutions, highlight innovative products and services that are proving effective, and sharing participant education and communication that are encouraging uptake – and overall financial outcomes.

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.