403 - Incorporating Retirement Income Certainty Into a DC Plan World

As Defined Contribution plans continue to dominate the retirement landscape, the challenge of converting savings into sustainable income has come sharply into focus. This session explores how lifetime income products and solutions can transform 401(k) balances into dependable retirement paychecks. Speakers will examine various market offerings alongside fiduciary considerations and regulatory developments.

Speakers:

Dan Froehlich

Fidelity Investments

Michael S. Clark

Gallagher

Mr. Spencer Look

Morningstar Investment Management

Credits:

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