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Concurrent Session Onsite and Online

PRA2302. Current Strategies and Future Trends for Funding a Good Retirement

Around the world, individuals are being asked to take on greater responsibility for their own retirement. In the US, for example, a combination of limited Social Security funding and a reduction in the number of defined benefit (DB) employer plans—historically, the primary retirement savings vehicle for many—is causing investors to make decisions they have never had to face about how to save for retirement. This 50 minute presentation with audience Q&A will explore various ways to improve the probability of a good retirement, including some traditional approaches and some recent financial innovations designed to improve retirement security.

Learning Objectives:

  • Identify what represents a “good” retirement outcome
  • Determine what elements an individual can influence to improve the probability of a good retirement
  • Analyze trends in new financial product design to assist people in both the accumulation and decumulation phases, including customized indexed annuities, volatility stabilization, and Retirement Security Bonds.
CPE Credits
NASBA Field of Study
3-4 years in the Profession
Advanced Preparation
Session Tags