This session explores the multifaceted landscape of retirement planning, focusing on the diverse experiences and needs of retirees. Attendees will gain insights into the impact of various pre-existing retirement income solutions on retirees’ satisfaction and decision-making. We will delve into a plan sponsor’s perspective and specific plan retiree data. The panel will explore multiple sides of the current landscape – including perceived drawbacks to current solutions, how solutions have evolved and the role of institutional fiduciaries to aid the plan sponsors in the decision-making process and how plan sponsors can quickly view the income replacement for their plan participants. This session aims to bridge the gap between retirement expectations and realities, ensuring participants are well-prepared for their retirement years.
Speakers:
- Moderator: Jenny Glowacki, Corebridge Financial
- Dick Friedman, Creative Planning
- Hank Levy, Alameda County
- Cathy Marasco, Nationwide
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- Version
- 746.03 KB File Size
- September 17, 2024 Create Date
- January 15, 2026 Last Updated
