Reality Check: Retirement Readiness in Turbulent Markets

Sarah Pickert

Reality Check: Retirement Readiness in Turbulent Markets

Tuesday, June 18, 2019 | Philadelphia, PA

Evaluation
  • ExcellentGoodFairPoor
  • ExcellentGoodFairPoor
    Tom Woolwine, DeMarche, "Welcome and Overview"
    Zorast Wadia, CFA, Milliman, “2019 Pension Funding Study and Risk Management Trends”
    Brett Cornwell, CFA, Voya Investment Management, “Is Your LDI Portfolio Ready for the End of the Credit Cycle?”
    Travis Newman, DeMarche, “Managing Your Fiduciary Exposure”
    Sarah O’Toole, CFA, Fidelity Investment Management, “Achieving Retirement Readiness Through Target Date Strategies”
    Conor Sullivan, Voya Investment Management, “Behavioral Finance and the Future of Improving Retirement Outcomes in the Digital World”
    Don Lennard, DeMarche, “It’s What You Don’t Know…A DC Plan Case Study”
    Giulio Martini, Lord Abbett, “The Business Cycle and Asset Allocation”
  • ExcellentGoodFairPoor
    Amount of time allotted to each speaker
    Ability to network
    Overall length of workshop
    Choice of venue
  • AlwaysSometimesNever
    Topic
    Networking
    Ease of travel
    Work demands
  • YesNo
    Risk Management Trends
    LDI Portfolios and the Credit Cycle
    Managing Fiduciary Exposure
    Target Date Strategies
    Behavioral Finance and Retirement Outcomes
    Unanticipated DC Issues
    Business Cycle and Asset Allocation
  • Very LikelySomewhat LikelyNot Likely