EBRI May 2009 Policy Forum #64
Decumulation/Retirement Income in Defined Contribution Plans
Policy Forum Presentations:
Retirement Wealth Landscape
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