Policy Forum #72
EBRI May 2013 Policy Forum #72
Decisions, Decisions: Choices That Affect Retirement Income Adequacy
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)
Here's How to Save Your 401(k) From Getting Wiped Out