Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

5 Rooms, 5 Themes: Retirement Security and Other Things We’ve Just Heard - PART 2

Last week we promised you the inside scoop from five rooms, five topics, but we only gave you room #1. These five hot topics are culled from conferences and calls thoughtfully curated and hosted by the Aspen Institute Financial Security Program, DCIIA’s Innovation Forum Team, Georgetown Center for Retirement Initiatives’ State Retirement Savings Program Network, NAST’s Legislative Conference Team, and even the Conference of the Western Region Chartered Financial Analyst Societies. So what’s behind those other doors? Good stuff you need.

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Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

The Accidental Plan Sponsor— and the evolving future of retirement

Josh Cohen loves this topic of retirement savings and income adequacy. He’s also deeply curious about the evolution of the industry. How is it that plan sponsors became plan sponsors – and why do things work the way they do? We caught up with Josh to talk about his new podcast, and intriguing results from PGIM’s latest defined contribution survey.

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Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

Best Practices: What’s New in the Private Sector Space

In her role as a Senior Analyst at Cerulli Associates, Anna focuses on the retirement markets through a private sector lens. What’s on offer? What do adoption rates look like? What do plan sponsors and employees need – and how can providers meet those needs effectively? Come with us behind the scenes as Anna shares some of her recent findings and future focus.

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