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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau

1.5 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Learn how recent Society of Actuaries research can be applied to retirement income options and investing decisions for DC plan sponsors, participants and consumers.

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Online elearning & MP3 Audio Download
Steve Vernon, FSA – Expert in Strategies that Integrate DC Plans, Social Security, QLACs Wade Pfau, PhD, CFA, Professor of Retirement Income Steve Vernon, FSA and Wade Pfau, Ph.D., CFA        

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About this course:

This presentation highlights conclusions from a four-phase research project sponsored by the Society of Actuaries (SOA) and the Stanford Center on Longevity. It illustrates an analytical framework for evaluating retirement income generators (RIGs) that could be offered in defined contribution retirement plans, and how to use a diversified portfolio approach for developing retirement income strategies.


In this webinar, retirement and financial professionals will:

  1. Apply stochastic forecasting and efficient frontiers to illustrate an analytical framework for retirees and advisers to make informed retirement income allocation decisions;

  2. Learn the retirement income generators (RIGs) that are currently available for DC retirement plans and are straightforward to implement;

  3. Determine if outcomes can be improved by using retirement savings to enable delaying Social Security benefits;

  4. Review solutions that use qualified longevity annuity contracts (QLACs) to design retirement income solutions;

  5. Analyze solutions that protect retirement income in the period leading up to retirement with deferred income annuities and guaranteed lifetime withdrawal benefits.

Your instructors for this course are:

Steve Vernon, FSA, is the 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. He is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. With an effective mix of humor, stories, video clips, pictures, music, and cold hard actuarial analysis, Steve provides hope for working Americans with pervasive fear and anxiety about retirement. He is one of the most sought-after retirement experts in the country due to his surprising and inspiring insights.


Wade Pfau, Ph.D., CFA is a Professor of Retirement Income for the American College of Financial Services and the Director of Retirement Research for McLean Asset Management, as well as the author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher. Wade is passionate about retirement income security for Americans by providing educational material and information about retirement income strategies for advisors. He has published research on retirement planning in a wide variety of academic and practitioner research journals, and is an active blogger and monthly columnist. Wade's research has been discussed in outlets including the print editions of The Economist, Wall Street Journal, and SmartMoney.


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.


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Specifications: 90 minute webinar course
SKU: 03IRRCOptimalRetireWebinar16
Knowledge Level: 3 - Intermediate