Retirement Income 2020 | Pensions & Investments | 15 September 2020 | Virtual Event

Our idea of “aging” and “old age” has evolved as the Baby Boomer generation continues to enter retirement at the largest number in history, and a growing segment of the population is living beyond 100 years. As a result, plan sponsors and advisors must expand their knowledge of elder care and new ways to offer creative options to ensure a steady flow of income to support this extended lifespan and growing numbers. Boomers are living longer and many of them are also experiencing multiple retirements. Retirement has taken on a new life!

While boomers are entering retirement, millennial are struggling with making decisions for future retirement in a turbulent world. How much should be saved, what is an optimal asset allocation, why should a deferred annuity be considered, what is a reasonable level of principal drawdown for a retiree? And obviously, real-world considerations, both current and future, must be taken into consideration including:
• How do you define retirement income and how can you plan for a lifetime of income?
• How can individuals plan around the new Social Security and Medicare restrictions for retirees?
• Offering an anti-cookie cutter solution for a diverse population from baby boomers to millennials.
• What are the implications of comprehensive income products for retirement?
• How can participants enjoy the most consistent retirement income stream given current/future market conditions as well as the individual’s drawdown preference?

What are the optimal choices for?
• Social security deferral
• Annuitization
• Asset allocation
• Odrawdown/consumption

This conference will provide a platform to discuss and debate how to provide plan participants with the tools and strategies designed to achieve the most stable and consistent income stream possible given the retiree’s overall wealth and anticipated Social Security income. Specifically, how can retirement savings be optimally invested and allocated pre and post-retirement and what factors should be considered when annuitizing?

2020 Speakers

Gregory Fox
CFA, AON, Associate Partner

Ross A. Breman
CFA, NEPC, LLC, Partner

Joshua R. Cohen
CFA, PGIM, Managing Director, Institutional Relationship Group

Brendan Curran
CFA, STATE STREET GLOBAL ADVISORS, Managing Director & Head of U.S. Investment Strategy

Peggy Flynn
Plan Investment Account Executive, AMERICAN WATER COMPANY

Gregory Fox
CFA, Associate Partner, AON

Benjamin Goodman
Vice President, TIAA

Douglas S. McIntosh, Jr
Vice President, Investments, PRUDENTIAL RETIREMENT

Mark A. Kopp
Manager, U.S. Defined Contribution Plans, FORD MOTOR COMPANY

Lorie Latham
CFA, Senior Defined Contribution Strategist, T. ROWE PRICE

Gay Lynn Bath
Director, Retirement Plans Management, UNIVERSITY OF OREGON

Dwyatt McClain
CRPC, AIF, Director, Institutional Investment Distribution, TIAA

Laura Mittelstaedt
Retirement & Financial Well Being Strategy, THE BOEING COMPANY

Michael Oler
Retirement Income Product Manager, T. ROWE PRICE

Beth Pattillo
Director, Retirement Programs, LEIDOS

Hugh Penney
Senior Director, Compensation & Benefits, YALE UNIVERSITY

Roberta Rafaloff
Vice President, Institutional Income Annuities, METLIFE

Sandy Rich
Executive Director, NYC BOARD OF EDUCATION RETIREMENT SYSTEM

Debra L. Roberts
Chief Financial Officer, MBA, CPA, MARYLAND SUPPLEMENTAL RETIREMENT PLANS

Jeri Savage
Principal, ROCATON

Donna Sweeney
Retirement Program Manager, CFP, STATE UNIVERSITY OF NEW YORK

Angela Williams
Senior Investment Analyst Defined Contribution, CFA, RAYTHEON TECHNOLOGIES CORPORATION

2020 Sponsors

• AON
• MetLife
• PGIM
• Prudential
• STATE STREET
• T.RowePrice
• TIAA