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2022 PS Plan Progress Webinar Series: Elements to Help Participants Prepare for Retirement
Sponsored by AIG Retirement Services

Other than accumulating savings, employer-sponsored retirement plan participants—especially those older than 50—need to understand what their resources and expenses will be in retirement, and they need a plan for drawing down their savings to meet those expenses. Investment options that preserve savings, tools to estimate basic and health care expenses, plans for claiming Social Security and decumulation strategies will help participants approaching and in retirement feel more secure that they will not outlive their savings. At a time of rising inflation and market volatility, tools for addressing sequencing risk are also important.
Join PLANSPONSOR and a panel of experts for the July installment of the Plan Progress webinar series during which the elements to help participants prepare for retirement will be discussed. Attendees will learn:
• What tools will help participants estimate retirement expenses and the amount of income they can expect and will need;
• Which investment options plan sponsors can include in their retirement plan lineups to help participants preserve their savings; and
• The differences between retirement income/decumulation options that plan sponsors can offer to participants.
Speakers will delve into how plan sponsors can incorporate retirement income options in their plans.

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Speakers

Michelle Richter
Executive Director @Institutional Retirement Income Council
Michelle Richter, MBA is executive director for the Institutional Retirement Income Council and Founder of Fiduciary Insurance Services, LLC. She has twenty years of experience inventing, deploying, advocating for, and growing innovative products and programs that create a scalable intersection between the historically disparate worlds of insurance and wealth management. Michelle earned a bachelor’s degree in Economics from Wesleyan University, and an MBA in both Management and Finance from Columbia University’s Graduate School of Business. Michelle is both an investment adviser and an insurance adviser, and she is neither an agent nor a currently registered representative.
Lew Minsky
President and Chief Executive Officer @DCIIA
Lew Minsky is the President and Chief Executive Officer of the Defined Contribution Institutional Investment Association (DCIIA), a non-profit organization dedicated to enhancing retirement security of America's workers. Lew is a recognized thought leader on retirement plan issues and is a regular speaker at industry events. He is often quoted in industry press on retirement topics and has provided expert testimony to the federal regulatory agencies as well as several House Committees. Lew serves on the Advisory Board of the Aspen Leadership Forum on Retirement Savings. Before helping launch DCIIA in 2010, Lew was the owner and managing member of Minsky Consulting through which he advised plan sponsors, service providers and fiduciary committees on governance, public policy and compliance issues.
David Harris
Director, Retirement and Risk Management Services @Gwinnett County Public Schools
David Harris serves as the Director of Retirement & Risk Management Services for Gwinnett County Public Schools (Georgia), providing administration for a $2.8 billion defined benefit pension plan covering 35,000 members and the school district’s 403(b)/457(b) defined contribution plans with over $800 million in assets. Prior to accepting this role in 2018, David spent over 25 years as a pension actuary for some of the nation’s largest actuarial firms, maintaining a focus on the sustainability of public defined benefit plans across the Southeast. Besides consulting to several public plans in Georgia, David has also been a featured speaker on actuarial & administrative topics at Georgia Association of Public Pension Trustees (GAPPT), Florida Public Pension Trustees Association (FPPTA), Opal Group, and the Southeast Institutional Forum. David also has provided cost analysis and opinion on several pension bills presented to the Georgia State Legislature.