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Event Date Thu Jun 9 EDT (in 17 days)
Location Virtual
Region Americas

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.


2022 Speakers


Bernie Knobbe
Vice President, Global Benefits, AECOM (Chair)

Jaime Erickson
Director, US and PR Retirement Plans, Abbott Laboratories

Lynna Soller
Director, Employee Benefits, Arizona State University

Matt Adamson
Benefits, Americas, Bloomberg L.P.

Sandy Blair
Director, CalSTRS

Patricia Campbell
Executive Director, Employee HRIS, Benefits, EAP, Wellness, Service Recognition, Cedars-Sinai

Eric Newman
Accountant/Treasury Manager/Trustee, City of Stamford

Johnny Liang
Senior Director, Compensation & Benefits, Dolby Laboratories

Chip Weule
Chief Benefits Officer, Fire and Police Pension Association of Colorado

Eleazar “Ely” De Gracia Jr.
Benefits Manager, Genentech

Daniel Marafino
Financial Benefits Specialist, Google

Bob Landry
Director, Investments & Retirement, H-E-B

Roger Paschke
Vice President, Chief Investment Officer, Hearst

Anita Volta
US HR Ops Program Manager, Micro Focus

Pam Hembrow
Director, Global Benefits, Microsoft

Stephen McCaffrey
Senior Counsel for Plans, National Grid USA

Ron Shaw
Financial Wellbeing & Retirement Manager, Paychex

Susan Long
N.A. Retirement Benefits Manager, Unilever

Gay Lynn Bath
Director of Retirement Plans Management, University of Oregon

Carl Gagnon
Assistant Vice President, Global Retirement Programs, Unum Group

Malika Terry
Vice President, Global Total Rewards, UPS

Sponsors & Partners

2022 Sponsors

• AllianceBernstein [AB]
• Edelman Financial Engines
• J.P. Morgan Asset Management
• State Street Global Advisors