Retirement Benefits: How to Balance Savings and Retirement Plans

What you'll take away from this session:
  1. Updates on current legislation and concerns on a national or statewide basis: SECURE 2.0 implementation
  2. Retirement readiness and lifetime income with 401(k) plans (touching on strategic asset decumulation)
  3. Current trends in pension plan terminations from a participant and plan sponsor perspective
  4. Current trends in 401(k) features, challenges