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The Roundtable is a forum for members to discuss retirement income, incorporating learnings from SRI research, as well as from attendees and guest speakers.

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.