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PANC 2020: Retirement Income and Participant Outcomes

Wed, Sep 16, 2020 · 4:30 PM · Eastern Time (US & Canada)
About This Webinar

The ultimate purpose of defined contribution retirement plans is to create retirement security for working Americans, and the true foundation of retirement security is adequate guaranteed income. This session will focus on the “retirement income challenge” faced by participants and plan sponsors. In this session, we will consider what it takes for the average participant to create a lifetime income stream after they leave the workforce. We will explore how the fixed-income markets and interest rates make it more challenging than ever to achieve adequate retirement income. Other points of discussion will include participant communications about retirement income, the potential to annuitize retirement assets slowly over time, ways to address volatility through annuities, and more.

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Principal and Founder, SSRBA
Barbara Delaney currently serves as Senior Vice President with StoneStreet, a Division of HUB International Northeast Limited. As part of the dedicated Retirement and Private Wealth division, Barbara is a seasoned fiduciary advisor, specializing in financial wellness and retirement plan consulting services to defined benefit, defined contribution and non-qualified plans.
Based out of Pearl River, NY, Barbara holds nearly 40 years of experience. Prior to founding StoneStreet in 1998, Barbara was the Managing Director Retirement Services at Tribus Companies for nearly 12 years. She joined HUB International through HUB’s acquisition of StoneStreet in September of 2019. Highly recognized and nationally acclaimed, Barbara was the recipient of the National Association of Plan Advisors’ (NAPA) 401(k) Summit Leadership Award* in 2016, in addition to receiving many other awards and honors throughout her tenure.
Barbara earned a Bachelor of Arts degree in Business Administration and Economics from St. Thomas Aquinas College and attended the New York University’s Stern School of Business. She is a licensed life & health insurance broker and holds Series 7, 24 and 63 securities registration through LPL. Outside of work, Barbara sits on multiple advisory boards, is a Government Affairs Committee Member of the American Society of Pension Professionals & Actuaries (NAPA), and is a member of the NAPA Leadership Council.
Webinar hosting presenter
Principal, Financial Advisor, CAPTRUST
Chris is a Principal at CAPTRUST, focusing on providing investment and fiduciary advisory services to retirement plan sponsors. Chris serves public and private companies, healthcare systems, colleges, universities, and their defined contribution plans, defined benefit plans, and non-qualified deferred compensation plans. Chris joined CAPTRUST in March of 2010 and has over 19 years of investment and institutional experience. Chris began his career at Putnam Investments and prior to joining CAPTRUST, was with Delaware Investments. Chris graduated cum laude from Northeastern University with a Bachelor of Science degree in Finance. Chris is a Certified Investment Management Analyst (CIMA®), an accreditation achieved through the Wharton School of the University of Pennsylvania. He is a member of the Investments & Wealth Institute and the CFA Institute. Chris has been recognized on the National Association of Plan Advisors’ (NAPA) Top DC Advisor Teams in 2019, the NAPA Top 50 under 40 list in 2017 and 2018, and the Financial Time’s Top 401 Advisors in 2018 and 2019. Chris was named the 2018 PLANSPONSOR Magazine Plan Adviser of the Year.
Webinar hosting presenter
Head of Retirement, Wells Fargo Asset Management
Webinar hosting presenter
Executive Director, ISS Media Solutions
Webinar hosting presenter
Head of Retirement, Wells Fargo Asset Management
Nathaniel Miles, CFA
Head of Retirement, Wells Fargo Asset Management
Nate Miles is head of Wells Fargo Asset Management Retirement business. As the leader of this business Nate’s spearheads the firm’s retirement strategy and distribution efforts helping millions of participants prepare for, and enjoy, a better retirement. He joins the firm from WisdomTree Asset Management, where he served as U.S. head of retirement solutions. In this capacity, he oversaw the creation and execution of marketing strategies and distribution for retirement business across all platforms. Prior to joining WisdomTree, Nate worked as a managing director at State Street Global Advisors (SSGA) and head of U.S. investment strategy with the Defined Contribution (DC) team, where he began his investment industry career in 2005. In this role, he led a team of DC investment strategist who specialized in expanding SSGA’s sales efforts across DC clients and prospects. The team also served as internal and external experts on DC strategies, plan design architecture, and key regulatory and legislative topics affecting the retirement industry. Nate is a graduate of Wilfrid Laurier University and holds an honors bachelor of arts degree in economics and financial management. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society of Boston.
Webinar hosting presenter John M
Managing Editor, PLANADVISER.com
Webinar hosting presenter Rebecca Moore
Managing Editor Digital, PLANSPONSOR.com
Webinar hosting presenter Judy Hartnett
Managing Editor Print, PLANADVISER.com
Documents
PDF
DC_Capabilities__overview.PDF
PDF
DCIO_Sales_Map.PDF
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Retirement_Income_two-page_summary.PDF
PDF
Nine_investment_trends_in_defined_contribution_for_2020_and_beyond.PDF
PDF
Speaker_Bios_-_Day_3_-_Retirement_Income_and_Participant_Outcomes.pdf
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