Lifetime Income for 401(k) Plans
Are you looking for ways to improve your company's retirement plan that provides lifetime income for your employees? The shift towards generating sustainable income in retirement is one of the most significant changes in the 401(k) landscape.
Various lifetime income products for 401(k) plans
Changes to the regulatory landscape
Investment selection and monitoring best practices
Key considerations when evaluating lifetime income solutions
Lifetime Income for 401(k) Plans
Are you looking for ways to improve your company's retirement plan that provides lifetime income for your employees? The shift towards generating sustainable income in retirement is one of the most significant changes in the 401(k) landscape.
Various lifetime income products for 401(k) plans
Changes to the regulatory landscape
Investment selection and monitoring best practices
Key considerations when evaluating lifetime income solutions
Kristin Dunlevy, CPFA®, AIF®
Managing Director - Institutional Investment Advisor
DC Institutional powered by Savvy
Kristin is an Institutional Investment Advisor with over 28 years of experience. She is on a mission to redesign the 401(k) experience so no employee is left behind and to help remove undue burden for employers - even when employers have limited resources. She partners with finance and HR teams at small to mid-sized organizations to simplify the complex and deliver retirement plans that actually work for their people. Kristin doesn’t just manage plans - she advocates, advises and constantly looks for better ways to make sure the plan is running smoothly, to support you as a fiduciary, to help employees build financial independence.
Sherry Porter
PartnerWyatt, Tarrant & Combs, LLP
Sherry Porter has more than twenty years of experience in the employee benefits field. She began her legal career as an investigator for the U.S. Department of Labor Employee Benefits Security Administration, where she conducted investigations to ensure compliance with ERISA and related laws and negotiated compliance agreements to correct violations. Ms. Porter regularly advises clients on legislation affecting employee benefit plans, such as HIPAA privacy and security rules and the Patient Protection and Affordable Care Act. She concentrates her law practice in the areas of employee benefits, including retirement plans, health and welfare plans, Employee Stock Ownership Plans, and executive compensation arrangements. Ms. Porter also has extensive experience in handling and negotiating benefits issues in corporate and transactional matters.
Meet Our Speakers
Kristin Dunlevy, CPFA, AIF®
DC Institutional powered by Savvy
Kristin is an Institutional Investment Advisor with over 28 years of experience. She is on a mission to redesign the 401(k) experience so no employee is left behind and to help remove undue burden for employers - even when employers have limited resources. She partners with finance and HR teams at small to mid-sized organizations to simplify the complex and deliver retirement plans that actually work for their people. Kristin doesn’t just manage plans - she advocates, advises and constantly looks for better ways to make sure the plan is running smoothly, to support you as a fiduciary, to help employees build financial independence.
Sherry Porter
Wyatt, Tarrant & Combs, LLP
Sherry Porter has more than twenty years of experience in the employee benefits field. She began her legal career as an investigator for the U.S. Department of Labor Employee Benefits Security Administration, where she conducted investigations to ensure compliance with ERISA and related laws and negotiated compliance agreements to correct violations. Ms. Porter regularly advises clients on legislation affecting employee benefit plans, such as HIPAA privacy and security rules and the Patient Protection and Affordable Care Act. She concentrates her law practice in the areas of employee benefits, including retirement plans, health and welfare plans, Employee Stock Ownership Plans, and executive compensation arrangements. Ms. Porter also has extensive experience in handling and negotiating benefits issues in corporate and transactional matters.
This webinar is intended for informational purposes only and should not be construed as an offer to buy securities. Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and owner of the software platform referenced herein. Savvy Wealth is the parent company of Savvy Advisors Inc. (“Savvy Advisors” and collectively referred to as “Savvy”). All advisory services are offered through Savvy Advisors, an investment advisor registered with the Securities and Exchange Commission (“SEC”).
