Elements of a Retirement Tier

Experts will explore plan design elements, investment types, products and services that can comprise a retirement tier for retirement plan participants ages 55 and older. They’ll discuss what to ask service providers in consideration of offering a retirement tier.

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“Retirement Class” TDFs

Learn what investment allocations are typically found in the “retirement” or “income” fund in a series of target-date-funds. Speakers will share suggestions for what plan sponsors and their advisers can look for when considering which TDF series is appropriate for plan participants, as well as how to add guaranteed income elements to a TDF.

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Withdrawal Strategies

Experts will discuss the guidance and tools that plan sponsors can offer participants—systematic withdrawals, managed accounts, advice, annuities, etc.—for managing withdrawals from retirement accounts in a way that maximizes their longevity and sustainability. Speakers will also talk about how to work with recordkeepers and advisers to make sure these options work smoothly for participants and retirees.

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Documentation and Communication

Hear suggestions both for developing a communications strategy to engage participants in the retirement tier and for communicating about when, or if, after retirement it is the right time to discuss leaving the plan. Speakers will also discuss updates to investment policy statements and plan documents.

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Experts will explore plan design elements, investment types, products and services that can comprise a retirement tier for retirement plan participants ages 55 and older. They’ll discuss what to ask service providers in consideration of offering a retirement tier.

Moderator
Rebecca Moore, Managing Editor, Custom Content, PLANSPONSOR

Panelists
Colby Carter, Managing Counsel, Tennessee Valley Authority Retirement System
Jason K. Chepenik, Senior Vice President, OneDigital Financial Services
Karen Witham, Vice President Committees and Communications, DCIIA

Learn what investment allocations are typically found in the “retirement” or “income” fund in a series of target-date-funds. Speakers will share suggestions for what plan sponsors and their advisers can look for when considering which TDF series is appropriate for plan participants, as well as how to add guaranteed income elements to a TDF.

Moderator
Chuck Williams, CEO, Finspire

Panelist
Bryan Peebles, Managing Director, Strategic Retirement Partners
Thomas Ming, Managing Director, Pensionmark Financial Group
Janet Yang, Director, Multi-Asset and Alternative Strategies, Morningstar

Experts will discuss the guidance and tools that plan sponsors can offer participants—systematic withdrawals, managed accounts, advice, annuities, etc.—for managing withdrawals from retirement accounts in a way that maximizes their longevity and sustainability. Speakers will also talk about how to work with recordkeepers and advisers to make sure these options work smoothly for participants and retirees.

Moderator
Sean Kelly, Senior Vice President, Financial Advisor, Heffernan Financial Services

Panelist
Kelli Send, Senior Vice President – Financial Wellness Services, Francis LLC
Ernie Caballero, Managing Director, Asset Management, Goldman Sachs Asset Management
Robert Fortin, Senior Manager of Benefits Wealth, Amtrak

Hear suggestions both for developing a communications strategy to engage participants in the retirement tier and for communicating about when, or if, after retirement it is the right time to discuss leaving the plan. Speakers will also discuss updates to investment policy statements and plan documents.

Moderator
Rebecca Moore, Managing Editor, Custom Content, PLANSPONSOR

Panelist
Karen Witham, Vice President Committees and Communications, DCIIA
Deb Dupont, Assistant Vice President, Institutional Retirement Research, LIMRA
Kelli Send, Co-Founder, Senior Vice President-Financial Wellness Services, Francis LLC