Retirement Income: Funding the encore

NAGDCA members work hard to help their participants save for retirement. However, what happens the day after retirement? While many plan sponsors may advocate for keeping assets in the plan, they need to help participants spend their money in a way that meets their goals using a personalized approach.

Views on retirement income are rapidly changing and our panel of the industry's top minds will break down the problem and offer solutions that help your participants enjoy the money they worked so hard to save in what is likely their second act.

Speakers:

  • Moderator: Sangeeta Moorjani, Head of WI Employer Experience & Retirement Solutions, Fidelity Investments
  • Panelist: Patrick Carter, Executive Director, J.P. Morgan
  • Panelist: Michael Sowa, Solutions Strategist, LGIMA
  • Panelist: Angela Winingham, Assistant Vice President, Market Development & Participant Adoption, MetLife

Learning Objectives:

  1.  Learn how to educate participants about their retirement income options post-retirement.
  2. Learn about different retirement income solutions and products.
  3. Learn how to assist participants with spending their money in ways that meeting their personalized goals.

 

Materials
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Presentation PDF
CE Survey

Course Details