Presented by Mendel Melzer, CIO and President, Newport Group Securities, Inc. on Thursday, September 23, 2010 from 12:30-1:30 p.m.
This panel discussion will address the three topics that plan sponsors must understand about the new class of retirement income products:
• Why are Retirement Income products needed, and why must plan sponsors consider them for their plans?
• What types of solutions are available today and what are their pros and cons?
• What’s standing in the way of widespread adoption?
Should these be obstacles? Bring the questions you have about retirement income products!
An Overview of Research Studies
Presented by Jodi DiCenzo, Principal, Behavioral Research Associates on Friday, September 24, 2010 from 8:40-9:40 a.m.
Reviewing pertinent data helps plan sponsors to better understand where their plan stands today and how to better plan for tomorrow. It is also important to review industry survey information to get a macro view of the mega trends in retirement, as they may drive plan design change. Jodi DiCenzo, Principal of Behavioral Research Associates, will review the major research studies released in 2009, including PSCA’s Annual Survey of Profit Sharing and 401(k) Plans, PSCA’s 403(b) Plan Survey, and others to provide a composite picture of what is happening in the world of retirement benefits.
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