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2023 Retirement Income Conference: Chicago
13
Jun
-
13
Jun
2023
When
Chicago
USA
Where

Plan sponsors are increasingly focused on retirement income and are exploring various options such as investment plan design, financial wellness programs, and lifetime income options. However, there are numerous regulatory, operational, and cost complexities that make implementation challenging. In our panels, we will address these issues, including updates on SECURE 2.0 and innovative options, and discuss how plan sponsors can effectively integrate retirement income solutions into their plans to meet the needs of a changing workforce. We will also hear from plans that have successfully introduced new components and refreshed their plan designs to make retirement income a critical benefit and retention tool. The agenda will cover topics such as preparing the workforce for retirement amidst inflation, dissecting SECURE 2.0, DOL updates, and current ERISA litigation, and how financial wellness programs can translate into retirement wellness. Join us on June 13, 2023, in Chicago, IL.

Why Attend

2023 Retirement Income Conference: Chicago

Dissect secure 2.0, DOL updates and current ERISA litigation.

Grow

Learn how financial wellness now translates to retirement wellness later & discuss inflation and how to prepare your workforce for retirement.

Experience

Engage with top executives to accelerate retainment readiness. Attend thought-provoking sessions, and participate in networking opportunities.

Be inspired

Hear plans that have added features & changed their design as retirement income becomes a major perk & retention strategy for the changing workforce.

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13 - 13 Jun 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Gay Bath
Director of Retirement Plans Management
Christopher Bendlak
Manager, 401k & Pension Plans
Mark Burgreen
Managing Counsel, Employment Compensation, Benefits & Tax
Shirley Cheung
Senior Finance Manager, CNBC DTC
Brian Coleman
Vice President of Total Rewards
Robert Crothers
Managing Director, Head of Product & Strategy, Retirement Group
Brendan Curran
Head of Defined Contribution, Americas
Mark Iwry
Nonresident Senior Fellow
Greg Fox
Partner
Elizabeth Goldberg
Partner
Justin Harvey
Head Of Analysis and Portfolio Manager
Lianne Kenealy
Vice President, Relationship Management

Sponsors and Exhibitors
Brand, Media and Promotional Partners

BlackRock

BlackRock is a global asset manager. We help investors build better financial futures.

BlackRock is a global asset manager. We help investors build better financial futures.

TIAA

Helping those who help others find confidence in retirement is in our mission. TIAA was founded 100+ years ago to help teachers retire. Today, our reach extends beyond education to healthcare and cultural fields.

Helping those who help others find confidence in retirement is in our mission. TIAA was founded 100+ years ago to help teachers retire. Today, our reach extends beyond education to healthcare and cultural fields.

PIMCO

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing.

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing.

State Street Global Advisors

For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.

For four decades, State Street Global Advisors has served the world’s governments, institutions and financial advisors.

AllianceBernstein

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets.

AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets.

Edelman Financial Engines

For more than 30 years, Edelman Financial Engines has been committed to moving the financial lives of millions of people forward.

For more than 30 years, Edelman Financial Engines has been committed to moving the financial lives of millions of people forward.

T. Rowe Price

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.

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