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

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

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.

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.

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.

In “Money for Life: Help your plan participants avoid going broke in retirement”, 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 course is:
Steve Vernon, FSA - Expert in Strategies that Integrate DC Plans, Social Security, QLACs

Steve Vernon, FSA, MAAA – Research Scholar, Stanford Center on Longevity, President of Rest-of-Life Communications

Steve Vernon, FSA, MAAA, Research Scholar, Stanford Center on Longevity, President of Rest-of-Life Communications

In both of his roles as Research Scholar at the Stanford Center on Longevity and as the President of Rest-of-Life Communications, Steve is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. For more than 35 years, he has helped Fortune 1000 employers design, manage and communicate their retirement programs.

Steve is one of the most sought-after retirement experts in the country due to his surprising and inspiring insights. He is quoted frequently in such publications as The Wall Street Journal, New York Times, Los Angeles Times, USAToday, BusinessWeek, Fortune Magazine, Kiplinger’s, and Money Magazine. He also writes occasional columns for Retirement Weekly.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

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

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

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Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   60-minute webinar course

Elearning coursesSKU:   03IRRCMoneyForLifeElearn14

MP3 Audio Download and PDF handoutKnowledge Level:   2 – Basic

Retirement Resource Center Risk Free GuaranteeYour satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2018 presentation.

Retirement Insight and Trends The Retirement Resource Center YouTube channel features short clips of presentatations by many of our speakers. Please visit Retirement Resource Center YouTube channel to view a short clip of this presentation.