Description
More than 12 million Americans are turning 65 in the next three years—and this cohort of younger Baby Boomers are looking at a very different retirement than those at the leading edge of their generation. How do they manage a portfolio that ensures a safe withdrawal strategy over decades of market volatility, inflation, and other risks? Retirement is different. Employers and policymakers need to catch up.
Join TIAA’s Beverly Goodman, Bret Hester, and Jill Popovich, for an energetic conversation that delves into how employers are responding to changing dynamics and new trends. HR and finance leaders need to think differently and evaluate progress in new ways. And consultants need innovative approaches to how they engage with plan sponsors. Tune in for how.
Learning Objectives
Find out how employers are responding to changing dynamics and new trends.
Tune in to hear how consultants need innovative approaches to how they engage with plan sponsors.
HR and finance leaders need to think differently and evaluate progress in new ways.
About the Speakers
Beverly Goodman is Vice President and Editor in Chief at TIAA. She is responsible for establishing the firm's first enterprise-level thought leadership strategy, including the launch and reinvention of two new publications, and helping the firm develop its voice and point of view on the retirement issues most crucial to our individual and institutional clients. Prior to joining TIAA in early 2022, she was Editorial Director at Barron's, overseeing investing, retirement and wealth management coverage. She's also held editorial roles at Fidelity Investments, Smart Money, Money Magazine, and other publications. Because she loathes free time, she also teaches yoga and is a Certified Financial Planner™ on a pro-bono basis.
Bret Hester is an Executive Vice President and General Counsel for TIAA, responsible for providing legal and strategic advice and guidance for TIAA’s Wealth & Advice business. Bret also leads TIAA’s government relations and public policy team. Bret joined TIAA in the fall of 2017 from Barclays, where he led the Washington, DC office. He previously served in the U.S. Treasury Department as senior advisor and counsel to the Under Secretary for Domestic Finance and the Assistance Secretary for Financial Markets. He also served as the Acting Deputy Assistant Secretary for Government Financial Policy, responsible for overseeing the $70 billion Federal Financing Bank and the $20 billion State Housing Finance Agency Initiative. Bret was awarded the Treasury Secretary’s Distinguished Service Award for his contributions to the Department. Bret is a graduate of Harvard College and Stanford Law School and has also worked as a federal prosecutor, chief counsel to a U.S. Senator, and in private legal practice. He has also been awarded the Safe Haven Award by Immigration Equality for his pro bono immigration work. He serves on the boards of the Investment Adviser Association and the Life Insurance Council of New York.
Jill Popovich is a Senior Managing Director at TIAA (tiaa.org), a financial services organization and leading provider of asset management and retirement services for the academic, research, medical, and cultural fields. In this role, Jill has general management responsibility for running all aspects of the geographic territory encompassing the states of NJ, NY, CT, RI, MA, VT, NH, and ME. This includes developing strategic business plans and leading teams to execute successfully in support of client needs and business goals. Jill began her financial services career in 2000 and has been with TIAA since 2000. Prior to her current role as Senior Managing Director, Jill served in the benefits office at the University of Pittsburgh. Jill holds a Bachelor of Arts degree in Psychology with a minor in business from Villanova University. She holds FINRA Series 6, 7, 24, 63 and 66 registrations while maintaining licenses from the States of CT, DE. NJ, NY, PA, and WV.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.