U.S. Retirement Investor: The Role of Plan Sponsors, Advisors, & Retirement Providers in Volatile Times
June 12, 2020
In this era of uncertainty there is arguably more need than ever for comprehensive guidance and financial wellness programs.
Anastasia Krymkowski, ASA
Anya leads the Retirement practice at Cerulli Associates. This research focuses on comprehensive sizing of the industry as well as trends within defined contribution plans, individual retirement accounts (IRAs), and health savings accounts.
Before joining Cerulli, Anya worked as an actuarial consultant at Fidelity Investments, engaging with employers to design, implement, and communicate their retirement and health benefits.
Full biography here.
In this era of uncertainty following the COVID-19 outbreak—with volatile market performance, widespread disruption to employment and education, and massive legislation impacting retirement plans and other benefits—there is arguably more need than ever for comprehensive guidance and financial wellness programs. How are retirement investors, especially 401(k) participants, balancing their needs for short-term solvency against long-term financial goals? How can providers adapt and respond to these circumstances? Join Cerulli’s Anastasia Krymkowski, associate director, for timely insights and strategic recommendations on this topic.
This presentation addresses:
- Critical sources of stress for investors and how these factors impact their retirement decisions
- Communication methods recordkeepers and other retirement providers are rolling out in response to COVID-19, market volatility, and the broader economic outlook
- The CARES Act and the provisions impacting retirement savers, including the temporary waiver of RMDs, increased loan limits, and penalty-free “coronavirus-related distributions” (CRDs)
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