The Long View – Decumulation Solutions

LEARNING LAB | 2:00 p.m. - 3:15 p.m. ET

Interest in retirement income has skyrocketed in recent years highlighted by the passing of the SECURE Act in 2019, leading many plans to seek out guaranteed income solutions that focus on the unique needs of both participants and plan sponsors. This session will discuss the increased need for choice in retirement income, portability of those solutions, and the need for services and tools offered by recordkeepers. Learn about the role of defined benefit plans and what plan sponsors specifically in the public sector must consider when exploring guaranteed income solutions, advice, and other decumulation strategies.

Speakers:

  • Moderator: Jed Petty, Director of Defined Contribution, Wellington Management
  • Panelist: Matthew Condos, Vice President, Product Management, Lincoln Financial Group
  • Panelist: Laura Rooney, Director of Operations, Commonwealth of Massachusetts
  • Panelist: Michael Sanders, Principal, CAPTRUST

CE Credits: 1.5 CPE, 1.5 CFP, 1.25 SHRM PDCs, 1 InFRE CRC

Learning Objectives:

  1. Learn about retirement income solutions and the services and tools offered by recordkeepers.
  2. Learn about the role of defined benefit plans.
  3. Learn what public plan sponsors must consider when exploring guaranteed income solutions, advice and other decumulation strategies. 

 

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