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This panel explores key components of a strong retirement plan, some of the risks to the success of a retirement income plan, and the latest research on life expectancies.
Three experts give an overview of the ETF landscape today, the rapidly growing active ETF space, and emerging trends. They explore flows and different ways to invest, explain trading and liquidity, and cover different areas of the market ranging from fixed income to “critical technologies.”
Midland National’s Cooper Sinclair, VP of Strategy for Midland Advisory, and Tom Corner, Regional Director for Midland Advisory, reflect on the evolution of retirement planning, the impact of the Private Letter Ruling, and the utilization of annuities as tools to drive better outcomes for retirees.
Are plan investment menus meeting individual participants’ risk and return objectives? Senior DC Strategist Jessica Sclafani, CAIA, discusses personalization challenges, where plan sponsors are on the road to retirement income solution decision-making, and the opportunity for plan sponsors to look more closely at the fixed income portion of their retirement plan’s target date solution.
Jessica Sclafani, T. Rowe Price
202404-3502527
