DCI Webcast - Crafting a Holistic Retirement Plan for All

Jun 16th 2021
12:00 to 1:30pm EST

Too often at industry conferences do we prescribe catch-all solutions for catch-all problems associated with providing a secure retirement for participants – but the obstacles that they face  both during their careers and their post-retirement lives are often not catch-all, they are multi-faceted, complicated, and ever-changing. When faced with the stark reminder, why is the industry still proposing blunt answers to nuanced questions?

With a cacophony of age cohorts, demographic groups, and interests in play, the only constant is the desire for retirement security at the intersection. Join us on June 16 to hear from experts and stakeholders on the need and path for plan sponsors in providing differentiated, holistic, and yet simple-to-understand solutions for their participants from their wealth accumulation phases to post retirement lives in the current environment. Some of the topics that will be highlighted include:

  • How different age cohorts and demographic groups are perceiving and preparing for retirement saving, spending, security, and income.
  • What should plan sponsors be thinking about with regards to plan design in order to meet the needs and nuances of different groups?
  • Where can plan sponsors step in to provide holistic solutions in order to further strengthen participants’ wellness?
  • How should plan sponsors be delivering these solutions while still maintaining simplicity and cost-effectiveness for participants?
  • Wednesday June 16
Plan Sponsor Registration

Only qualified defined contribution plan sponsors may register to attend this meeting, but there is no registration fee to attend for those who are qualified. If you are not a DC plan sponsor but are interested in learning more about joining our membership, please submit this form and a member of our team will be in touch.


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American Century Investments

Capital Group | American Funds

J.P. Morgan Asset Management 

About the DC Institute
DC Institute

The Defined Contribution Institute is a private membership organization for the nation’s DC plan sponsors as well as supporting members from the industry’s leading asset management firms, providers, and consultants. Members and supporting members come together for meetings which foster idea exchange and the achievement of common goals. The environment at these events is collegial, collaborative and confidential in accordance with Chatham House Rules. Built by plan sponsors for plan sponsors, the agenda for each DC Institute meeting draws heavily on an incomparable well of industry insight contributed by our plan sponsor and expert attendees. Each program addresses the issues most relevant to the nation’s plans.



For more information, please contact:

Jon Ljekocevic

Deputy Director, Investor Relations
+1 212 224 3479


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