Matt Nowak Speaking at Pensions and Investments Retirement Income Conference 6/18

April 26, 2024

On Tuesday, June 18, Matt Nowak, AIF® will be speaking at Pensions and Investments’ (P&I) Retirement Income Conference in Chicago: Solutions for the Decumulation Phase.

Matt will be joining a panel entitled, “Customizing Engagement in order to Boost Retirement Readiness,” described as follows: The more we know about the unique positions and objectives of individuals in retirement, the better we can help them maximize their retirement readiness. As plan sponsors manage a multi-generational employee base, they are getting even more granular in tackling the different circumstances and projected outcomes for individuals within each generation. Engagement and communication efforts – from data gathering and evaluation to implementation – are much more targeted for different cohorts. Our panel will discuss ways to identify target groups, personalization, and ways to establish a framework for evaluating retirement income preferences.

• Assessing participant data to help maximize engagement efforts.
• Peering into Behavioral Data: Solutions for different cohorts and stages
• Leading communication techniques, including the use of gen AI to connect with historically low-engagement participants.

P&I’s Retirement Income Conference will bring together plan sponsors and leading industry providers to examine the range of solutions and services that DC plans are currently offering participants in the decumulation phase as well as highlight what’s coming next. For more information, please visit the conference website.