EBRI May 2013 Policy Forum #72

Decisions, Decisions: Choices That Affect Retirement Income Adequacy


Speaker biographies

Gavel-to-gavel webcast of the May 2013 Policy Forum

Agenda and Presentations

Welcome and Introduction - Nevin Adams, EBRI

Panel 1: Low "Blows": What a sustained low-interest rate environment means for retirement savings and retirement income.

  • Michael Davis, Prudential Retirement
  • Stacy Schaus, PIMCO
  • Jack VanDerhei, Employee Benefit Research Institute

Panel 2: Source Spots: The impact(s) of the match - contribution timing, sources, and meeting plan objectives.

  • Dan Campbell, Aon Hewitt
  • Lori Lucas, Callan Associates
  • Jeanne Thompson, Fidelity Investments

Panel 3: Taking Their Lumps: Helping plans and participants optimize their distribution choices (rollover, drawdown, and annuity options).

  • Sudipto Banerjee, Employee Benefit Research Institute
  • Josh Cohen, Russell Investments
  • Paul Yakoboski, TIAA-CREF

Closing remarks: Nevin Adams, EBRI


Policy Forum Supplementary Materials:

Retirees, Annuitization and Defined Contribution Plans

From buyer beware to buyer aware: Evaluating guranteed income solutions in DC Plan

2013 DC Consulting Trends and Support Survey

Lifetime Income and the Role of Annuities (Plan Sponsors)

DC Plan Sponsors: Now's the Time to Get More Out Of Bonds


News Coverage of EBRI's 72nd Policy Forum:

Five Ways To Save Your 401(k) - And Your Retirement (Forbes)

Low Interest Rates Could Ding Retirement Plans, EBRI Warns (Financial Planning, Employee Benefit News)

Here's How to Save Your 401(k) From Getting Wiped Out

Mixed bag for auto-enrollment (MarketWatch/WSJ)

Low Interest Rates Wallop Retirees: EBRI (Advisor One)