Learn about the major movements impacting the retirement industry today, and why the need to accelerate digital transformation is more important than ever. This dynamic discussion will review key factors retirement professionals need to consider when working with plan sponsors or individual clients.

  •  Learn about the demand for incorporating ESG and lifetime income into retirement plans and how it is being done
  • Hear how the industry and technology are responding to the focus on financial wellness with comprehensive approaches to retirement and wealth management
  • Understand how regulations like the SECURE Act and new Department of Labor rules are shaping the industry

You’ll also hear how the industry is responding to change with next-gen technologies that make it easier to boost participation, investment and engagement through digitized communications, workflows, and tools.

Speakers:                    

Will Trout, Director, Wealth Management, Javelin Strategy & Research

Brian McDonald, Managing Director, Morgan Stanley

Sandy McCarthy, President, Retirement Services, OneAmerica

Cindy Dash, General Manager & Sr. VP, Broadridge