Retirement Income Conference 2024 - New York | Pensions & Investments | 20 June 2024 | etc.venues 360 Madison, 360 Madison Ave, New York, NY 10017

Delivering retirement income solutions and guidance remains a central focus for defined contribution plan sponsors seeking to improve the overall financial security of their employees and to help them reach a secure retirement. This one-day event, which highlights the plan sponsor viewpoint and is supported by leading industry providers, examines the range of solutions and services that DC plans are currently offering participants in the decumulation phase – and highlights what’s coming next.

Building a Retirement Income Philosophy:
• Ways that plan sponsors have addressed the decumulation phase in their investment policy statement and their plan design approach.
Reassessing Target-Date Funds with an Eye on Decumulation:
• Examining the different needs of participants.
Educating Participants on Retirement Income:
• Innovative and successful participant communication and education approaches.

DC plan sponsors have started to move the needle on the rapidly developing space of retirement income via data, technology, plan design and guidance. Solution providers, consultants and record keepers are focused on meeting more individualized retirement objectives and offering a wider range of solutions ranging from systematic withdrawals to managed payouts to lifetime income options imbedded in TDFs.

Planned discussions include:
• Examining ways to build a Retirement Income philosophy – including addressing the decumulation phase in investment policy statements and plan design.
• Reassessing target-date funds with an eye on decumulation.
• Latest approaches to providing guaranteed income solutions.
• Current legislative and regulatory updates impacting retirement income.
• Macroeconomic and geopolitical considerations for investments and new opportunities for investors.
• Successful participant communication and education approaches with an eye on increased engagement and retirement readiness.
• Diving into what “total financial wellness” means especially in the decumulation context.
• The rebirth of DB plans and how they can be added to your retirement plan toolbox.

2024 Speakers

Shirley Cheung
Senior Director, Global Risk & Investments, Comcast NBCUniversal

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

Greg Fox CFA
Partner & Head of Retirement Income Solutions, Aon

Elizabeth Goldberg
Partner, Morgan Lewis Bockius LLP

Dimitra Hannon
Director, Well Being and Retirement Strategy, The Boeing Company

Michael Jabs
Associate Director, Pensions, The Kraft Heinz Company

Aaron Kuehn CFA, CAIA
Principal, Cleveland Clinic Investment Office

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

Julie Stapel
Employee Benefits Partner, Morgan Lewis Bockius LLP

2024 Sponsors

LEAD SPONSORS:
• Alliance Bernstein
• BlackRock
• MFS
• State Street Global Advisors
• TIAA nuveen
• T.Rowe Price

ASSOCIATE SPONSOR:
• Edelman Financial Engines

SUPPORTING SPONSOR:
• Vanguard