701 - DC Plans/Lifetime Income/Financial Wellness

Meeting the needs of employees in retirement can be challenging. Speakers discuss how innovative designs being implemented in Canada and financial wellness designs in the US are changing the retirement planning discussion within many diverse workforces. Also, an actuary from the plan sponsor side shares the effect of emerging conversations from a plan sponsor’s perspective.


Daniel Philip Cassidy


Mr. Felix A. Okwaning

Prudential Financial

Mr. Stephen Eadie

Robertson Eadie & Associates Ltd.

Ms. Riddhi Patel

The Walt Disney Company

Ruth E. Schau


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