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By attending the Forum, I am able to stay on top of all emerging trends around this topic – including regulatory changes, consumer trends, plan enrichment, wellness, retirement planning, and overall best practices. Because of this depth of coverage, I require our senior HR managers to attend as well."
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Tuesday, September 24, 2013

11:00 a.m. - 12:00 p.m.
Track: Retirement & Personal Finance View Track

REDEFINING RETIREMENT PLANS FOR 2013 AND BEYOND

Michael Kozemchak, AIF®, PRP®, Managing Director, INSTITUTIONAL INVESTMENT CONSULTING
Jeffrey Petrone, Managing Director, SAGEVIEW

The future of the American retirement system relies on participants and plan sponsors to make prudent long term financial decisions with the tools they are given. The session will review some of the new trends in plan funding as well as plan distribution phase alternatives with the overall goal to help attendees make their retirement plans more effective. We will focus on evaluating Target Date Funds and their alternatives as well as Guaranteed Minimum Withdrawal Benefit and other distribution phase options. We'll also provide an update on the status of regulatory reform and how it could potentially impact plan sponsors.

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