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Creating Better Retirement Outcomes: Plan Design, Retirement Income Solutions & Financial Wellness
April 22, 2021 @ 12:00 pm - 1:00 pm EDT
Join us on April 22nd at 12:00 p.m. for this 1 hour Continuing Education event. This session partners research and practice leaders from JPMorgan Asset Management and CAPTRUST to provide an in-depth discussion on two timely and important topics: Helping DC plan participants achieve retirement success through plan design and financial wellness strategies, and key considerations when designing a retirement income tier for retirees who keep their assets in plan. Key research findings and practical implications for advisors, plan sponsors and retirement plan practitioners will be shared. Whether you are an investment professional, TPA, or individual hoping to retire someday, this is a great session for you.
Attendees will receive a certificate of attendance for continuing education, including ERPA/NIPA/ASPPA.
Click HERE to register.
About our Speakers
Defined Contribution Practice Leader
Jennifer joined CAPTRUST in 2007 and is currently a senior director of the firm’s defined contribution practice, responsible for the development of defined contribution services to address the needs of CAPTRUST’s clients. Prior to joining the firm, Jennifer worked as a financial advisor at Scottrade. Jennifer received a Bachelor of Science degree in accounting with a concentration in finance from North Carolina State University and holds the Chartered Retirement Plan Specialist (CRPS) designation and the QKA designation.
Chief Retirement Strategist
Katherine Roy, Managing Director, is Chief Retirement Strategist for J.P. Morgan Funds. In this role, Katherine is responsible for delivering timely retirement-related insights to financial advisors. Focused on the retirement income-related landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages. Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics. Katherine received a B.A. from Yale University and is a Certified Financial Planner®.
The Pension Education Council of Atlanta would like to thank our Platinum Sponsors for this event: