Webinar: Beyond the 401k
How Portable Retirement is Reshaping Workplace Savings
WHEN
Wednesday, March 2, 2022
9:00 PT | 12:00 ET
Presented By
Laurie Rowley
CEO & co-founder Icon Savings
John Sweeney
Former EVP Retirement & Investing Fidelity
We’re witnessing a once in a lifetime shift in how we work, how we save for retirement must make a parallel shift. Employers have always played a critical role in retirement savings. What’s needed today is a new approach for delivering retirement benefits – portable retirement is the future of workplace savings.
Join us to learn:
- Why the current system is in need of innovation
- How portable retirement radically simplifies workplace savings for employers and workers
- Portable retirement in action: case studies
This webinar is for anyone interested in innovative solutions in retirement savings. Employers, providers, advisors, brokers etc.
Background:
Over half the workforce doesn’t have a retirement plan, mainly because of the friction points of offering a 401k: costs to set up and manage, complexity to administer and maintain, fiduciary liability, and federal filings. In addition, many workers are not eligible for a 401k plan because they are part-time or 1099.
And for employees who do have a 401k, many aren’t satisfied with it as a benefit because (1) there’s a lack of portability when they go to another job, (2) they’re not confident their portfolio is tailored to their needs, and (3) managing their account is difficult.
Portable retirement simplifies the role of the employer, and delivers a personalized plan to savers that travels with them from job to job.
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