Ready, Set, Retire: How Plan Sponsors and HR Can Facilitate Retirement Readiness

Date

Sept 18, 2014

Delivery Method

In Person


Overview

Lunch and networking: Noon to 12:30 p.m.

Seminar: 12:30 to 2 p.m.

Speaker: Carol Buckmann, Counsel

Alston & Bird LLP
90 Park Avenue
15th Floor
New York, NY

Fidelity Investments estimates that employees will need 85% of their pre-retirement income to keep up their standard of living if they retire at 67. Osler’s Carol Buckmann and UBS Institutional Consulting Group’s Alan Spierer provide plan sponsors and HR professionals with insight on how they can facilitate employee retirement readiness.

Highlights of the session include:

  • Why inadequate retirement savings affect us all
  • Plan design features to consider, including auto-enrollment and qualified longevity annuities
  • Picking the right investment menu
  • Controlling plan costs
  • Using benchmarking and plan scorecards to measure plan effectiveness

For more information or to register for the seminar, click here.

For more on Osler’s Pensions & Benefits Group, click here.