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Although most women in the US now consider themselves financially independent, they still enter retirement at a disadvantage. Retirement income for women is typically 30% lower and needs to last 5 years longer, on average. Major factors contributing to this difference in retirement preparedness include the gender wage gap, risk aversion, and caregiving responsibilities. In this webcast, Bellwether Consulting will examine the key drivers of the retirement gender disparity and discuss actions that can help plan sponsors narrow the gap
About the Speakers
Ankita Mahajan, Investment Consultant, Bellwether Consulting
Ankita is an Investment Consultant at Bellwether Consulting, where she is directly responsible for providing investment advice to retirement plan sponsors and other institutional investors. Her practice scope includes investment policy, asset-liability analysis, performance review, manager/fund searches, fee analysis, and general governance. She received a Bachelor of Technology, Computer Science from Symbiosis Institute of Technology and a Masters of Quantitative Finance from Rutgers University.
Jacob Finkel, Investment Consultant, Bellwether Consulting
Jacob is an Investment Consultant and Partner at Bellwether Consulting, where he is directly responsible for providing investment advice to retirement plan sponsors and other institutional investors. His practice scope includes investment policy, asset-liability analysis, performance review, manager/fund searches, fee analysis, and general governance. He received a B.S. in Mechanical Engineering from Pennsylvania State University and a Master's of Quantitative Finance from Rutgers University. In addition, Jacob holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of New York.
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