Session Handout

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 focus on alternative tools for accumulating and managing 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.

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

Certificate: Lifetime Retirement Income May 09, 2018 - December 31, 2019

Please use the following form to list the attendees from your location who wish to receive certificates of attendance. Under the group policy, CCA members receive their certificates as a benefit of membership. Non-members who wish to receive a continuing education certificate are charged a $30 processing fee per individual certificate.

Session Category
Retirement/Consulting Issues

  • 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