The landscape of Retirement Income Products and Defined Contribution Plans

NOTE: Seattle Luncheon Meeting Only This Month.

Elizabeth will review the variety of Retirement Income products and programs across the defined contribution industry. She will cover various approaches to delivering withdrawal/income strategies to DC participants from Guaranteed Income annuities to Systematic Withdrawal options as well as product and service approaches that may be delivered within the DC Plan, at the point of retirement and outside the plan. The discussion will also include review of discussions in Washington and the latest IRS rulings on QLAC options and potential implications for DC plan sponsors and providers.

Presenter Elizabeth L. Heffernan

Elizabeth L. Heffernan is a Vice President in Fidelity's Personal and Workplace Retirement's Consultant Relations Organization. She is responsible for workplace strategy and product development of various DC investment solutions, including Fixed Return/Stable Value products and the emerging topic of Retirement Income, including guarantees and structured income products and services. Elizabeth joined Fidelity in 1995. She has held positions in Sales, Marketing and Employee Education. Prior to joining Fidelity, Elizabeth worked in the employee benefits and compensation areas at Northwestern University and First Colonial Bankshares.

Elizabeth earned a Bachelor of Arts in English from the University of Iowa and holds NASD Series 6, 7, 63, and 24 licenses. She is a Certified Employee Benefits Specialist and a Certified Financial Planner.

October 21 Chapter Meeting

Online registration closes October 19.
Register by phone until noon on October 20 at 206-623-8632.
No refunds after October 17.
Members must log in to get the member rate.
Meeting flyer

Bellevue Breakfast

There will be no breakfast for this event

Seattle Luncheon - Sheraton Seattle Hotel

1400 Sixth Avenue, Seattle, WA 98101

11:15 AM-11:30 AM  Registration
11:30 AM-11:45 AM  Lunch is served
11:45 AM-12:00 PM  Announcements
12:00 PM-  1:00 PM  Program

$45 Members online; $60 at the door
$60 Non-members online; $75 at the door