Designing for Distinction

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This webinar brought together leading voices in the retirement space to share actionable insights and practical guidance for plan sponsors curious of their next step.

Webcast Replay
Summary

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What We Discussed

Why Now?

The compelling case for incorporating lifetime income and private market assets into DC plans today, and how industry thinking has evolved.

What Are the Regulatory and Operational Considerations?

Changes in the regulatory and operational landscape that have laid the groundwork for plan sponsors to move forward.

Who Has Led the Way?

Real-world examples of approaches to implementation.

Summary

Moderated by AllianceBernstein and joined by leading investment consultants and an expert on fiduciary considerations, this webinar explored how DC plan sponsors can help enhance retirement outcomes by implementing lifetime income solutions and incorporating private markets. Panelists discussed the challenges participants face in securing reliable retirement income, emphasizing the need for customized strategies and guaranteed income sources. They shared examples of innovative plan designs, such as those that deliver pension-like income streams and addressed behavioral factors at play. The discussion also covered fiduciary and regulatory guidance, noting that recent regulations and safe harbors support the inclusion of lifetime income guarantees in DC plans.

On private markets, the panel explained how private equity, credit, and real estate may help improve diversification and returns, with new fund structures making these assets more accessible. They stressed that private market investments should be professionally managed and highlighted key implementation considerations, including liquidity, valuation, and manager expertise.