The fiduciary rule, retirement income strategies, and digital and interactive engagement tools were hot topics at P&I's conference.
Financial wellness should be evaluated holistically, with retirement savings just one piece of the puzzle.
Walter Kelleher, director of educational services at Florida State Board of Administration, discusses incorporating annuities into defined contribution plans.
Kevin Hanney, senior director, pension investments at United Technologies talks about setting up a lifetime income strategy within a defined contribution plan.
Brian Buckley of ClearBridge Investments and Lee Ballin of Bloomberg LP discuss incorporating ESG factors into defined contribution plans.