P&I Retirement Income Conference 2022 - New York | Pensions & Investments | 22 September 2022 | Ease Hospitality, 299 Park Ave, New York, NY 10105, USA

When we query Plan Sponsors about their main topic of concern, time and time again it is Retirement Income and readying their participants for the decumulation stage. The population is aging, and the “Great Resignation” has added to the growing number of people that are moving to retirement readiness.

In response, there are several initiatives that have taken hold including auto-enrollment, auto-escalation, new plan designs and financial wellness programs.

Our panels will highlight and discuss new options and what could be on the horizon and how to best interweave solutions to your plan. Hear how other plans have introduced new components and refreshed their plan design to meet the needs of a changing workforce.

Key Agenda Topics:
• Current and proposed regulation affecting retirement savings including the newly introduced “Auto re-enrollment Act of 2022”.
• Innovations in plan design including options imbedded in TDFs.
• The growing popularity of keeping assets in-plan once active employment has ended.
• New and improved financial wellness programs to meet an increase in activity and a more diverse labor force.

2022 Speakers

Heather Balley
Managing Director, Defined Contribution Participant Communication and Research, AllianceBernstein

Kate Castello
Associate Director, Retirement Planning, Yale University

Michon Caton
Rewards Partner, Genentech Inc.

Brendan Curran, CFA
Head of US Defined Contribution Investment Strategy, State Street Global Advisors

Joseph DeRocchis, CPA
Chief Financial Officer/Chief Operations Officer, YWCA Retirement Fund

Christina Elliott, MPA
Executive Director, Ohio Deferred Compensation

Jaime Erickson, MBA
Director, Retirement Plans (US & Puerto Rico), Abbott Laboratories

Gregory Fox, CFA
Partner & Head of U.S. Retirement Income Solutions, Aon

Carl Gagnon
AVP – Financial Wellbeing & Retirement Programs, Unum

Hayden Gallary, CFA
Investment Managing Director, Cambridge Associates

Danielle Gladstone
Head of Participant Engagement, State Street Global Advisors

Patrick Goessling
Sales Director, Institutional Income Annuities, MetLife

Elizabeth Goldberg
Partner, Morgan Lewis

Konstantinos Grigoriadis, AIF®CFF®
Treasury Advisor – Pension Investments, DXC Technology

Demi Hannon
Director, Global Financial Benefits and Well Being, Boeing

Andrew Jacobs van Merlen, CFA
Portfolio Manager, Multi-Asset Solutions, T. Rowe Price

Stephanie Linker
Head of Retirement Marketing, BlackRock

Bernie Lipman
Associate Director, Benefits, HelloFresh US

Erin Lowry
Author, Broke Millennial

Nick Nefouse, CFA
Global Head of Retirement Solutions, BlackRock

Joshua Newmister
Retirement Benefits Manager, Meta

Christopher Nikolich
Head of Glide Path Strategies (US)—Multi-Asset Solutions, AllianceBernstein

Colin Orr
Director of Retirement Benefits, formerly with Genentech, Inc.

Rick Patsy, CFA
Investment Strategist, Benefit Plan Investments, Chevron Corporation

Roberta Rafaloff
Vice President, Institutional Income Annuities, MetLife

Ben Roberge
Director, Financial & Retirement Programs, Unum

Jaime Santos
Partner, Goodwin Procter LLP

Jessica Sclafani, CAIA
Senior Defined Contribution Strategist, T. Rowe Price

Chantel Sheaks, JD
Vice President of Retirement Policy, U.S. Chamber of Commerce

Paula Stafford, CPA
Sr. Financial Director Global DC, Dow, Inc.

Julie Stapel
Partner, Morgan Lewis

Andrew Stumacher
Managing Director, Defined Contribution Custom Solutions, AllianceBernstein

Ben Taylor
Senior Vice President, Head of Tax Exempt DC Research, Callan

Malika Terry, MBA, CCP
VP, Global Total Rewards, UPS

Tamiko Toland
Managing Director, Head of Lifetime Income Strategy, TIAA

Greg Ungerman, CFA
Senior Vice President and Defined Contribution Practice Leader, Callan

Annoesjka West
Senior Vice President, Callan

Kile Williams
Senior Investment Consultant, Co-Head of DC Multi-Asset Solutions, Aon

Angela Winingham, GBA®
Assistant Vice President, Institutional Income Annuities, MetLife

2022 Sponsors

SPONSORS:
• Alliance Bernstein
• BlackRock
• MetLife
• State Street Global Advisors
• T.RowePrice
• TIAA

CONFERENCE CHAIR:
• Aon