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Building Futures

Topic

Retirement Savings and Income Planning

Program ID

252103

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Overview

Description

The Building Financial Futures presentation from Fidelity Investments is designed to inform advisors and plan sponsors on current trends in the marketplace as they relate to retirement accounts. While the majority of people are juggling multiple financial priorities, Fidelity analysis shows that more and more have prioritized saving for retirement. From increased participation in Defined Contribution (DC) plans to double digit growth in the percent contributing to an Individual Retirement Account (IRA), it’s clear more people than ever are focused on creating a secure financial future. This presentation can be used to better understand investor trends in retirement savings while also taking a look at employer funding into defined contribution plans and how that has evolved over time.

Learning Objectives

• General retirement savings trends including trends on defined contribution savings, IRA’s, and combined dc and IRA savings together • How to improve retirement readiness