NAGDCA Connect - October 2020 | 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.


  • 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

Select "Download" to access the PDF version of the presentation. Click below to view the recording.

  • Version
  • 668.17 KB File Size
  • October 19, 2020 Create Date
  • August 31, 2023 Last Updated
Retirement Income: Funding the encore