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Sessions

Lifetime Retirement Income May 09, 2018 11:30 AM - 12:45 PM

In a world of declining pension promises and a focus on financial wellness, how can employers help their employees retire at their target age with financial security? The presenters will focus on alternative tools for accumulating retirement income and how they coordinate. You should come away from this session with a better understanding of these tools and coordination strategies, including what they provide for employees of different income levels, benefits for beneficiaries, and tax considerations.



Note that the allocation of EA credit depends on the actual content of the session.

Session Category
Retirement/Consulting Issues
Credits
EA Non-Core1.50
CPD1.50

Speakers

  • 1 Suzanne C. Wyatt Willis Towers Watson
  • 2 Lawrence J. Sher October Three LLC
  • 3 Wei-Yin Hu Financial Engines
  • 4 Peter Andersen Willis Towers Watson