Designing the Modern Retirement Plan During the COVID-19 Pandemic

Wednesday, September 1, 2021
2:00pm EDT

The past 18 months have altered the workplace in ways we could never have anticipated. With the ongoing effects of the COVID-19 pandemic, increasingly tight labor market, and remote working environment, plan sponsors have been posed with the challenge of closely evaluating their retirement plan in order to help attract and retain talent. As we continue to navigate the pandemic and adapt to the long-term impacts of remote work, employees who no longer work from the office are seeking greater holistic, personalized financial advice from their employers.1

In this webinar, we’re going to discuss how the needs of employees are evolving and the implications this may have on the way you design and structure your retirement plan. Key discussion points include:

  • Challenges plan sponsors have faced with engaging a remote workforce 
  • The growing trend of offering holistic financial solutions and personalized advice
  • Designing retirement plans to be more effective decumulation vehicles

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1 David Blanchett (2021) Out of Sight, but Not Out of Mind: Helping Remote Workers with Retirement Managed Accounts. 

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Angie Kang
Vice President, Commercial Product
Morningstar Investment Management LLC
Aron Szapiro
Head of Policy Research
Morningstar, Inc.
Daniel Bruns
Head of Managed Solutions
Morningstar Investment Management LLC
Christine Benz
Director of Personal Finance and Retirement Planning
Morningstar, Inc.
Randy Myers
Senior Contributing Editor, PLANSPONSOR Digital
ISS Media