Please note that this session was recorded live at the 2025 Trustee School, and some audio may not have been captured during the recording.
Session Summary: This session will explore the critical factors for successfully retiring on a defined contribution plan only, including savings strategies, investment choices, and risk management. It will also discuss practical steps trustees can take to help participants achieve their retirement goals despite the challenges of relying solely on a DC plan.
Presenter:
Matt Nowak
Associate Director of Defined Contribution
Marquette Associates, Inc.
Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).
Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs and IACET CEUs.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.
Cost: Member Registration: $80.00 / Non-Member Registration: $120.00
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
Quantity
Price per voucher
1+
$0.00
FAQ
In this session, participants will learn to:
Identify key strategies to optimize participant savings rates and investment allocations in defined contribution (DC) plans to achieve retirement readiness.
Evaluate the impact of plan design features, such as auto-enrollment and auto-escalation, on improving participant outcomes in a DC-only retirement framework.
Describe risk management techniques that may help participants mitigate market volatility and longevity risks in their DC plan investments.
Describe actionable communication approaches to educate plan participants on the importance of early and consistent contributions to achieve long-term retirement goals.
Identify a sustainable withdrawal plan for retirees to manage DC plan assets effectively, balancing income needs with longevity and market uncertainties.