Retirement Income Symposium 2022 | Institutional Investor | 9 June 2022 | Virtual
Venue
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| Event Date | Thu Jun 9 EDT (over 2 years ago) |
| Location | Virtual |
| Region | Americas |
Details
The past few years in the industry have been fertile grounds for discussions and debates on the concept of retirement income. Much has been said and much is yet to come. For a concept that was originally limited to in-plan annuities, retirement income as an industry topic and blossomed into a multi-faceted conversation that encompasses various considerations like financial wellness, customization, underlying investment principles and structures, and so much more.
Plan sponsors and industry providers are witnessing this concept taking shape before their eyes. The complexities and nuances that exist plan-to-plan and participant-to-participant have contributed to the aforementioned sophistication and refinement of the retirement income debate, and leading to new and varied ideas coming forth for plan sponsors to consider.
Our second annual symposium will look at all the various routes, and combinations of routes, that are available for plan sponsors to consider with regards to retirement income as the industry grapples with decumulation and guiding participants on a fulfilled and bountiful retirement.
Speakers
2022 Speakers
William Horvath
Senior Managing Director, Corporate Retirement Solutions, TIAA
Wei-Yin Hu
Vice President, Financial Research, Edelman Financial Engines
Meghan Jacobson
Executive Director, Head of Retirement Insights, J.P. Morgan Asset Management
Daniel Marafino
Financial Benefits Specialist - Retirement, Google
Christopher Nikolich
Head of Glide Path Strategies (US)—Multi-Asset Solutions, AllianceBernstein
Daniel Oldroyd
Portfolio Manager and Head of Target Date Strategies, J.P. Morgan Asset Management
Ron Shaw
Financial Wellbeing & Retirement Manager, Paychex, Inc.
Denise Sisk
Head of Independent Fiduciary Services, State Street Global Advisors
Anita Volta
Executive Director of Benefits, Sutter Health
Sponsors & Partners
2022 Sponsors
• AllianceBernstein [AB]
• Edelman Financial Engines
• J.P. Morgan Asset Management
• State Street Global Advisors
• TIAA