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Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon

1 hr CFP®, CRC®, PACE CE

There is a cultural shift that taking place in DB Plans today regarding employee retirement income and the roles that played in helping employees successfully transition to retirement using their DC savings.


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Online elearning & MP3 Audio Download
Presenter:
Steve Vernon, FSA – Expert in Strategies that Integrate DC Plans, Social Security, QLACs Steve Vernon, FSA – Expert in Strategies that Integrate DC Plans, Social Security, QLACs        

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About this course:

People with a DC plan as their primary saving vehicle have not only the personal responsibility of funding their retirement, but they are at risk of running out of money.

 

There is a cultural shift that taking place in DB Plans today regarding employee retirement income and the roles that employers and advisors/retirement counselors play in helping employees successfully transition to retirement using their DC savings.

 

People need to take important planning steps to secure their future retirement income. The challenges with defined contribution plans today are that many people are not saving enough, there is leakage due to loans and early withdrawals, and retirees are on their own to generate reliable, lifetime retirement income. Employers need to do more with plan design and education to help employees generate retirement income from their defined contribution savings.

 

Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon In this course you will learn more about:

  1. An overview of the today’s retirement planning environment

  2. A review of current and future trends in employer-sponsored defined contribution plans, including retirement income

  3. A summary of the methods used today to generate retirement income savings

  4. Evaluation criteria for today’s “retirement income generators” in defined contribution plans

  5. The pros and cons of employees staying in employee plans or rolling over their funds to an IRA

  6. How to pull it all together and apply these concepts to what you can teach your employees about how to use their defined contribution plan savings for retirement.

Your instructor for this live professional development webinar is:

Steve Vernon, FSA, President of Rest-of-Life Communications, and a member of the Executive Faculty and Research Fellow with the California Institute for Finance at California Lutheran University, where he conducts research on behavioral finance. He recently retired as Vice President and Consulting Actuary with the human resources consulting firm Watson Wyatt Worldwide. For over 30 years, he helped large employers design and manage their retirement programs.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View a brief YouTube clip of this and other courses:
Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon  - Retirement InSight and Trends article

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute elearning course
SKU: 03IRRCMoneyForLifeElearn14
Knowledge Level: 2 - Overview

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