Virtual Event
Virtual Event

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Event Date Wed May 19 EDT - Thu May 20 EDT (over 1 year ago)
Region All

Kicking off the DC Institute's 2021 calendar of events of defined contribution plan sponsors, our Opening Conference will take attendees on a chronological journey of a participant's career and lifetime journey. By dissecting and analyzing each significant stage of a participant's journey towards retirement, we aim to evaluate the unique challenges facing different age and demographic cohorts, and what plan sponsors should note and prepare for.

Topics range from onboarding and engaging with millennials, devising new communication techniques for a new generation of participants, devising financial wellness programs from the beginning of one's retirement journey, rebalancing investment portfolios and strategies as one's career progresses, tax and healthcare concerns for near-retirees, and finally to the all-important topic of post-retirement income solutions and decumulation.

We hope to see you virtually in May and join us on this journey as we delve in the various problems and solutions throughout a typical participant's life journey, and utilize these lessons learned for your plans on a macro level.