What Does it Take to Retire on a DC Plan Only

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
 

Instructors

Matt Nowak

Matt Nowak is the associate director of defined contribution for Marquette Associates. He actively supports the DC practice, working with a variety of client relationships. Matt is a co-leader of the defined contribution services team, collaborating with consultants and clients to provide guidance on fiduciary best practices, investment research, including target date funds and retirement income, plan design, recordkeeper evaluation, and participant engagement, among other topics. He is a member of the firm’s defined contribution committee and traditional investment manager search committee. Prior to joining Marquette, Matt worked at Nationwide Financial, where he held multiple roles within their retirement plan department.

As a GAPPT presenter, Matt has received information regarding educational instructional methods and adult learning processes.

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