DC Plans Are Improving, Why Aren’t Many Employees’ Prospects for a Financially Secure Retirement?
The 2017 agenda is currently being developed with the collaborative guidance of our Advisory Board of Plan Sponsors to address the latest industry trends and most innovative best practices to help your participants achieve a financially secure retirement.
Discussion Topics (to date)
- Glidepath – Focus on Spending
- Global Insights Into the Factors Participants and Retirees Value When Making Retirement Investing Decisions
- Simplifying Line Ups: a Practical Case Study
- Assessing value in Managed Accounts
- Continuing the Active v. Passive Discussion
- Being More Dynamic with Glidepath Construction
- University Only Discussion Session
- Solving for Retirement Income & Case Study
- Student Loan Options as Part of Your Overall Financial Wellness Program
- Creating a ‘Personal Pension’ Mindset with Participants