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May 2018

PSCA annual conference

May 1, 2018 @ 8:00 am - May 2, 2018 @ 5:00 pm

Martha Tejera, Scottsdale AZ

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BlueZone Mastermind SSGA Retirement Income Summit

May 10, 2018 - May 11, 2018
San Francisco, CA,

Bob Melia and Brittany Maguire

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IRIC face-to-face meeting – All IRIC members

May 14, 2018 - May 15, 2018
Chicago, IL,

June 2018

Kohler Conference by Sheridan Roads

June 25, 2018 - June 26, 2018

Bob Melia or Martin Schmidt

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October 2019

Webinar 1 – WHY – Retirement Income from a Plan Design and Settlor Function Perspective

October 3, 2019 @ 8:00 am - 5:00 pm

IRIC Webinar 2 – HOW, Introduction to Step by Step Tools on the Decision Making Process

October 10, 2019 @ 9:00 am - 10:00 am

Presented by Andrew Stumacher, Director Defined Contribution, Alliance Bernstein & Bob Melia, IRIC Executive Director The second presentation builds off the first presentation and will provide: Detailed and easy way for plan sponsors to tackle the retirement income decision Considerations to determine if it makes sense to add a solution to a plan If so, which one would be best

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IRIC Webinar 3 – WHICH ONES? An In-depth Review of Available Solutions on the Market Today

October 17, 2019 @ 9:00 am - 10:00 am

Presented by Steve Vernon, President, Rest-of-Life Communications The third presentation takes a deeper dive into the available retirement income solutions currently available in the market. Pros and cons of the various solutions Practical considerations when adding a solution Comparison of solutions from a variety of perspectives

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