Search for tag:  "retirement income solutions summit"

UBS's Drew Carrington discusses the impact of regulatory decisions on the development of retirement income solutions

From  Mark Goodrich 3 Years ago

UBS's Drew Carrington discusses the impact of regulatory decisions on the development of retirement income solutions including why the treasury addressed DB plans and how the new regs facilitate the purchase of longevity insurance by DC plans

Columbia's Gur Huberman addresses the behavior of DC plan participants

From  Mark Goodrich 3 Years ago

Columbia's Gur Huberman addresses the behavior of DC plan participants including how status quo and inertia drive behavior and why Roth conversion may be a good move for participants and the industry overall

Columbia's Gur Huberman addresses the behavior of DC plan participants

From  Mark Goodrich 3 Years ago

Columbia's Gur Huberman addresses the behavior of DC plan participants including how status quo and inertia drive behavior and why Roth conversion may be a good move for participants and the industry overall

UTC's Kevin Hanney discusses implementation of their lifetime income solution

From  Mark Goodrich 3 Years ago

United Technologies Corporation's Kevin Hanney discusses implementation of their lifetime income solution including the decision to adopt as the QDIA, its reception by participants and implementation challenges

AllianceBernstein's Mark Fortier discusses how a plan can develop the best retirement solution for their participants

From  Mark Goodrich 3 Years ago

AllianceBernstein's Mark Fortier discusses how a plan can develop the best retirement solution for their participants, including the risks associated with retirement and the role of the default option in improving outcomes for participants

Dimensional's Michael Lane discusses the shift from a DB to a DC world

From  Mark Goodrich 3 Years ago

Dimensional's Michael Lane discusses the shift from a DB to a DC world and how Dimensional's managed DC plan addresses the risks associated with this phenomenon and how their plan differs from a target date fund

ClearBridge's Michael Clarfeld discusses how U.S. equities can be used to build growth and income within a retirement plan

From  Mark Goodrich 3 Years ago

ClearBridge's Clarfeld discusses how U.S. equities can be used to build growth and income within a retirement plan, as well as why the risk/reward picture for bonds is currently unfavorable and the effect on investors of the risk-on/risk off world

NEPC's Ross Bremen provides an update on the retirement income solutions market

From  Mark Goodrich 3 Years ago

NEPC's Ross Bremen provides an update on the retirement income solutions market including the role of regulatory guidance and where the market is headed

NEPC's Ross Bremen provides an update on the retirement income solutions market

From  Mark Goodrich 3 Years ago

NEPC's Ross Bremen provides an update on the retirement income solutions market including the role of regulatory guidance and where the market is headed

Deutsche's Karl Strobl discusses how demographics change our outlook for retirement income

From  Mark Goodrich 3 Years ago

Deutsche's Karl Strobl discusses how demographics change our outlook for retirement income; "smarter risk-sharing"; as well as how other countries are encouraging participation in DC-type plans

UBS's Drew Carrington discusses why ignoring the retirement income problem won't make it disappear

From  Mark Goodrich 3 Years ago

Drew Carrington discusses why ignoring the retirement income problem won't make it disappear; how a plan sponsor should approach the idea of provding a retirement income solution in a DC plan; and the pros and cons of in-plan vs. out-of-plan options

UBS's Drew Carrington discusses why ignoring the retirement income problem won't make it disappear

From  Mark Goodrich 3 Years ago

Drew Carrington discusses why ignoring the retirement income problem won't make it disappear; how a plan sponsor should approach the idea of provding a retirement income solution in a DC plan; and the pros and cons of in-plan vs. out-of-plan options

BlackRock's Chip Castille & MetLife's Jody Strakosch discuss how confident employees are in their retirement readiness

From  Mark Goodrich 3 Years ago

BlackRock's Chip Castille & MetLife's Jody Strakosch discuss how confident employees are in their retirement readiness; the greatest barrier to plan sponsor adoption of retirement income solutions; and how people want to receive income in retirement

BlackRock's Chip Castille & MetLife's Jody Strakosch discuss how confident employees are in their retirement readiness

From  Mark Goodrich 3 Years ago

BlackRock's Chip Castille & MetLife's Jody Strakosch discuss how confident employees are in their retirement readiness; the greatest barrier to plan sponsor adoption of retirement income solutions; and how people want to receive income in retirement

Janus's Matthew Sommer discusses why the retirement readiness zone is so critical

From  Mark Goodrich 3 Years ago

Matthew Sommer discusses why the retirement readiness zone is so critical; the maximum sustainable withdrawal rate for an average retiree; and what plan sponsors should be considering when it comes to the fixed income portion of a target date fund