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This webinar offers key insights for plan sponsors considering guaranteed lifetime income options for their retirement plans. Allianz will share their latest research on participant attitudes and preferences, providing valuable perspectives on how products like annuities can help meet participant needs while also contributing positively to perceptions of the plan and employer. Empower will discuss their experiences as a recordkeeper implementing guaranteed lifetime income offerings, highlighting practical lessons and successes. Together, we'll explore the implications of these findings and discuss future trends in adopting and evolving guaranteed lifetime income products, helping plan sponsors make informed choices to enhance their retirement plan offerings.
About the Speakers
Kelly Rome, Vice President, Product Development and Management, Empower
Kelly Rome is Vice President of Product Development and Management for Empower Annuity Insurance Company of America. In her role, she is responsible for a variety of investment-related products, including retirement income, fiduciary services, and asset allocation programs, as well as multiple employer plans (MEPs), pooled employer plans (PEPs), and professional employer organizations (PEOs). In addition, she oversees Taft-Hartley and regulatory products, including those related to the implementation of the SECURE 2.0 Act of 2022. Kelly joined the organization in 1988 and has also worked for Prudential Retirement. She has 35 years of experience in the financial services/retirement plan services industry, including working for CIGNA. Kelly holds a bachelor’s degree from the University of Connecticut in economics and an MBA from the University of Hartford. She currently maintains FINRA Series 7 and 24 securities credentials and the Series 63 state securities credentials. She also holds the Retirement Plan Associate (RPA) designation from the International Foundation of Employee Benefits Plans (IFEBP) and is a SAFe® 6 Product Owner/Product Manager.
Matt Stubblefield, Aggregator Channel Director, Allianz Life Insurance Company of North America
Matt Stubblefield serves as Aggregator Channel Director at Allianz Life Insurance Company of North America. In this role, his focus is on helping plan advisors meet the growing demand for lifetime income solutions in the defined contribution marketplace. Matt brings more than 12 years of experience in the retirement plan industry. Prior to joining Allianz, Matt spent 5 years at Dimensional Fund Advisors as Regional Director where he led retirement distribution efforts across RIA aggregator and broker dealer complexes. Previous to this, he held various roles at Fidelity Investments, John Hancock, and State Street. Matt holds a bachelors degree in Economics-Finance from Bentley University and earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He lives in Austin, TX and enjoys spending time with family and traveling. He is an avid golfer and competes in a number of amateur tournaments throughout Texas.
Disclaimer
Annuities can help meet long-term retirement goals by offering tax-deferred growth potential, a death benefit during the accumulation phase, and a guaranteed stream of income at retirement. This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Allianz Life Insurance Company of North America (Allianz), its affiliated companies, and their representatives and employees do not give fiduciary, tax, or legal advice. Allianz does not provide financial planning services. Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Allianz Life Insurance Company of North America is not affiliated with Empower Annuity Insurance Company of America or PSCA.
Participant Information
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