Webinar: Supporting Participants’ Decision-Making in Defined Contribution Plans
Date: Wednesday, February 17, 2021
Time: noon–1:30 p.m. ET
Defined contribution plan participants must make a number of decisions as they enter and move through their retirement years, from electing a contribution and making investment choices to deciding when to retire and choosing how their benefit should be distributed. Topics covered include:
- How plan administrators and sponsors can support participants in making these decisions through communication material and various tools, including modeling
- Recent SOA research projects about managing retirement decisions and retirement literacy
- Tools available to employers to help their employees manage their retirement decisions
Speaker:
- Megan Yost, VP, Engagement Strategist, Segal Benz
- Daniel P. Cassidy, FSA, CERA, EA, FCA, Promanage LLC
- Ruth E. Schau, FSA, EA, FCA, Senior Director, Head of Practice, Retirement Strategy TIAA-CREF (Moderator)