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2023 Retirement Income Conference: New York
15
Jun
-
15
Jun
2023
When
New York City
USA
Where

Plan sponsors are placing greater emphasis on retirement income, covering investment plan design, financial wellness programs, in-plan, and default lifetime income options. However, regulatory, operational, and cost complexities pose a significant challenge. Our panel discussions will address these issues, including the latest regulatory updates such as SECURE 2.0, innovative options, and wish lists, providing insights on how plan sponsors can integrate solutions into their plans. We will also hear from plans that have revamped their plan design and introduced new components as retirement income becomes a critical benefit and retention tool for the evolving workforce.

The agenda highlights include preparing the workforce for retirement amidst inflation, analyzing SECURE 2.0, DOL updates, and current ERISA litigation, and the correlation between financial wellness programs and retirement wellness.

Join us on June 15, 2023, in New York, NY. This event is relevant to both HR and finance departments as they both play critical roles in managing retirement benefit plans and financial wellness programs.

Why Attend

2023 Retirement Income Conference: New York

Dissecte 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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Across 22 brands and 10 offices worldwide, Crain employees share a passion and purpose to deliver exceptional news products. Crain understands that our employees are our most valuable resource. That’s why we are committed to investing in top talent and providing the tools and resources they need to excel, not only in their projects, but in their career. We promote collaboration, innovation and a sense of fun all while working to make a difference in ways that are rewarding both personally and professionally.

15 - 15 Jun 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Sarah Loving
Manager of Retirement Investments
Jesse Mark
Director of Offer Strategy, Emerging Channels
Vidur Mehra
Account Manager - Defined Contribution
Drew Obrien
Director, Investments
Diane Pastore
Director of Conference Programming - Pensions & Investments
Sue Rutherford
Retirement Plans Manager
Urvashi Saigal
Director, Benefits
Chantel Sheaks
Vice President, Retirement Policy
Thomas Shingler
Fund Sponsor Consultant, ESG Practice Leader
Julie Stapel
Partner
Andrew Stumacher
Director, Defined Contribution Custom Solutions
Diana Winalski
Deputy Chief Investment Officer

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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