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3. Policy Forums

EBRI May 2009 Policy Forum #64

Decumulation/Retirement Income in Defined Contribution Plans

Policy Forum Agenda

Speaker Biographies

Policy Forum Presentations:

Retirement Wealth Landscape

• Jack VanDerhei and Craig Copeland, EBRI

Decumulation Product Landscape

• Lori Lucas, Callan Associates

Exploration of Retirement Income Solutions

• Moderator: Stacy Schaus, PIMCO
• Chip Castille, Barclays Global Investors
• Stephen Deschenes, MassMutual
• Mark Foley, Prudential Retirement
• Tom Fontaine, AllianceBernstein
• Jody Strakosch, MetLife
• Elizabeth Heffernan, Fidelity Investments

Pooling of Guarantees

• Dan Campbell, Milliman

Panel on Optimization in Terms of Portfolio Products

• Moderator: John Cammack, T. Rowe Price
• Peng Chen, Ibbotson Associates
• Chris Raham, Ernst & Young

Plan Sponsor View

• Jay Vivian, formerly of IBM
• David Wray, Profit Sharing/401(k) Council of America

Participant View

• Warren Cormier, Boston Research Group
• John Ameriks, Vanguard Group

Global Perspective

• Barbara Marder, Mercer

Policy Perspective

• Diane Oakley on behalf of Congressman Earl Pomeroy (ND)

Discussion Materials

Immediate Annuity--Fixed vs. Inflation-Protected: A Cost Comparison
Felix Schirripa, ELM Income Group