Retiree-Focused Legislative Discussion
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3/14/2019
When: Thursday, March 14, 2019
2:00 pm ET
Where: United States

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Join Us for a Timely Retiree-Focused Legislative Discussion

March 14, 2019
11:00 am PT / 2:00 pm ET

This discussion will take place at a joint meeting of the Public Policy and Retirement Income committees and all DCIIA members are invited to join.

The call will start with a brief overview of current legislative themes related to lifetime income. A panel of retirement professionals, including a plan sponsor, will then discuss possible impacts on lifetime income/decumulation efforts arising out of proposed legislation. There will be plenty of time provided for Q & A.

Speakers will include:

  • Joe Healy, PIMCO
  • David Levine, Groom Law Group, Chartered
  • Neil Lloyd, Mercer Investment Consulting, Inc.
  • Cynthia Mallett, Applied Business Insights, LLC
  • Tony Tomich, Farmers Insurance Group

Please contact us if you have any questions.