The Retirement Income Strategies Roundtable is a forum for members to discuss timely retirement income concepts including distribution strategies, product innovation, new and relevant technology (e.g., robo-advisors), pertinent legislation, and the holistic consumer experience. The latest SRI research will also be shared. The meeting will not spend significant time discussing income solutions offered in workplace plans, as its main focus will be on ways for individuals to leverage retail income solutions in retirement.
Target Membership: Target Membership: The group is most appropriate for mid-to-senior level employees of companies within the retirement space – including those with a marketing and/or income product focus. We invite members from distribution firms, asset managers, and insurers, as well as other stakeholders in the retail retirement arena.
Typical Topics Discussed: Typical Topics Discussed: Retirement income planning and strategies, product innovation, new and relevant technology (e.g., robo-advisors), pertinent legislation and regulation, and the holistic consumer experience.
Please contact your Member Relations Director for more information.