Keeping Retirees In-Plan: Tackling The DC Retirement Income Challenge

Presented by

Josh Cohen, Jeff Eng, and Don Ezra, Russell Investments

About this talk

Are In-plan retirement solutions on your agenda? They should be. While regulators continue to examine the concept, Plan Sponsors should be drawing up their own line of attack. Do you want to offer in-plan retirement solutions and if so and what are the challenges and pitfalls that await you? Topics to be covered: •Lack of consensus: CIO, GC and HR views differ - should retirees be kept in the plan? •“Four Fears”: Fiduciary concerns top the list but what other issues prevent adoption? •Practical Steps: How best to approach this complex issue

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