“Want” vs. “Use”

Surveys indicate that defined contribution retirement plan participants want products and investments that will help them create retirement income, especially guaranteed income, but so far, DC plan sponsor and participant uptake has been low. Hear the latest stats on retirement income product adoption and use and what features or communications could drive increases in adoption and use.

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All About Annuities

An expert will explore the evolution of annuities and the features of different types of annuities in the marketplace. He will explain guaranteed minimum income benefit and guaranteed minimum withdrawal benefit contracts and other options that either limit losses or provide options for continued investment growth.

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Incorporating Annuities in DC Plans

Learn about the fiduciary standards for selecting an annuity product and how to determine whether and which type of product is right for your plan’s participants. Speakers will discuss strategies for incorporating annuities into DC plans and how to communicate about annuities to participants in terms they can understand.

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Social Security and Medicare

An expert will share what plan sponsors and participants need to know about Social Security and Medicare and the role they play in retirement income planning. She will also discuss options for communicating with and educating participants and how best to engage them.

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Surveys indicate that defined contribution retirement plan participants want products and investments that will help them create retirement income, especially guaranteed income, but so far, DC plan sponsor and participant uptake has been low. Hear the latest stats on retirement income product adoption and use and what features or communications could drive increases in adoption and use.

Moderator
Barbara Delaney, Principal, SS/RBA, a member firm of Global Retirement Partners, LLC (GRP)

Panelists
Kevin Crain, Executive Director, Institutional Retirement Income Council
Amelia Dunlap, VP Retirement Solutions Marketing, Nationwide
Jeff Cullen, CEO, Strategic Retirement Partners
Chuck Williams, CEO, Finspire

An expert will explore the evolution of annuities and the features of different types of annuities in the marketplace. He will explain guaranteed minimum income benefit and guaranteed minimum withdrawal benefit contracts and other options that either limit losses or provide options for continued investment growth.

Speaker
Keith Golembiewski, Assistant Vice President and Director of Annuity Research, LIMRA

Learn about the fiduciary standards for selecting an annuity product and how to determine whether and which type of product is right for your plan’s participants. Speakers will discuss strategies for incorporating annuities into DC plans and how to communicate about annuities to participants in terms they can understand.
Moderator
Rebecca Moore, Managing Editor, Custom Content, PLANSPONSOR

Panelists
J. Brian Coleman, VP of Total Rewards, Dawn Foods
Sri Reddy, Senior Vice President, Retirement and Income Solutions – Principal Financial Group ®
Bruce Lanser, Senior Retirement Plan Consultant, TruSource Advisors at UBS
Matt Gray, Vice President, Employer Markets, Allianz Life Insurance Company of North America

An expert will share what plan sponsors and participants need to know about Social Security and Medicare and the role they play in retirement income planning. She will also discuss options for communicating with and educating participants and how best to engage them.

Presenter
Marcia Mantell, Mantell Retirement Consulting, Inc