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Journeying Into Retirement: Helping Participants Bridge the Gap Between Accumulation and Decumulation

Pensions & Investments

Oct. 23, 2019
Recorded Online

Recent T. Rowe Price research reveals that the plan sponsor community has an increasing desire to maintain participants in plan throughout their retirement journeys — and data also show that more retired participants are remaining in plan. Accordingly, preretirees are reporting the need to derive a greater share of retirement income from their defined contribution plan balances than reported in years past. These trends are prompting heightened awareness around the differing needs of participants who are still accumulating retirement savings versus participants who have already retired.

Join our panel of experts as they share new research and insights into the participant’s perspective on retirement income, including:

  • Quantitative and qualitative insights gathered from over 3,000 participants from across the country
  • The range of retirement income solutions available and how to evaluate fit relative to individual preferences
  • Strategies to help plan sponsors puzzle through the next phase of the retirement lifecycle, plan oversight, and opportunities for pre and postretiree engagement

Moderator: Michael Davis, Head of Institutional Defined Contribution Specialists, T. Rowe Price


  • Kim Boldt, Participant Communications Marketing Manager, T. Rowe Price
  • Lorie L. Latham, CFA, Senior Defined Contribution Strategist, T. Rowe Price
  • Michael Oler, Retirement Income Product Manager, T. Rowe Price

Continue by clicking on the following link:

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