Beyond the Balance: Rethinking Retirement Outcomes

National Association of Plan Advisors [NAPA]

The retirement industry is evolving quickly as participant needs become more complex, innovation accelerates and the roles of advisors, recordkeepers and investment providers become increasingly interconnected.

Join Scott Boyd of Principal Financial Group®, Brendan McCarthy of Nuveen, Erin Hall of Strategic Retirement Partners, and Joe DeNoyior of HUB for a forward-looking discussion on what these shifts mean for the retirement ecosystem. The panel will explore how stronger partnerships can help the industry navigate change, the evolving role of advisors and recordkeepers, and how the conversation is expanding from helping participants accumulate savings to helping them translate those savings into retirement income.

Panelists will share perspectives on where the industry is headed, what they are hearing from clients and where collaboration and innovation can help drive better retirement outcomes.

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