3-A-1 -The Next Round of Innovation in Defined Contribution Plans

Are defined contribution plans headed for a period of meaningful transformation? With the creation of pooled employer plans and the continually emerging area of lifetime income, there is the potential to see a shake up the defined contribution plan landscape. Speakers in this session discuss how pooled employer plans are continuing to grow and why employers are deciding to join them. Speakers also address the evolving landscape of lifetime income products and solutions including what’s holding employers back from adopting them for their plans and why employees are hesitant to utilize them. Note that the allocation of EA Core/Non-Core credit depends on the actual content of the presentation.

Speakers:

Michael S. Clark

Agilis

Credits:

CPD Credit: 1.50 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 1.50 EA Formal Credit: 1.50