2019 PEBA Forum Sessions - Retirement 

 

Retirement Morning Breakout

Session Name: Helping Retirement Plan Sponsors Manage Their Fiduciary Responsibilities
Session Time: 10:45am
Session Speaker:

  • Paul Schaffer, Sr. VP Advisor, CAPTRUST
  • Joyce Vuocolo, Director of Corporate Benefits, Day & Zimmermann

Session Description:

Round table with local client, 401k record-keeper, and adviser/consultant. Managing your fiduciary duties as a plan sponsor.  Understanding your fiduciary duties, investment selection, target date funds, stable value options , fee bench-marking, participant advice, record-keeper management, adviser expectations.

Retirement Afternoon Breakout

Session Name: How America Saves
Session Time: 2:00pm

Session Speaker:

  • Jean A. Young, Senior Research Associate, Vanguard Center for Investor Research

Session Description:

This presentation provides detailed analysis of DC plans and participant behavior, based on 2018 Vanguard record-keeping data. This presentation provides an overview of the trends and data from How America Saves.  The new edition of How America Saves will press release on June 4, 2019 so this presentation will give the audience a special preview.  

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