The Future of Retirement Plans

Includes a Live Event on 08/18/2021 at 2:00 PM (EDT)

Demographic changes are having a big impact on how people save for retirement. Explore the shifting consumer landscape and its impact to retirement plans with our panel of industry experts as they take a deep dive into emerging trends such as improving accessibility, evolving legislation, and enhanced communications for holistic financial planning and wellness. 

Learning objectives:

  • MEPs/PEPs
  • Auto-enrollment, auto-IRAs
  • State RPs
  • SECURE Act

Linda York (Moderator)

Senior Vice President

Cogent Syndicated, a division of Escalent

Linda York is a Senior Vice President in the Financial Services industry group at Escalent, where she leads the Cogent Syndicated Research & Consulting practice. She has over 20 years of experience in financial services spanning responsibilities in finance, marketing and business strategy.

Before joining Escalent, Linda was the Practice Director of Syndicated Research at Cogent Research, where she managed the product development and execution process for syndicated research projects and consulted with dozens of clients in the retail and institutional wealth management space. Prior to joining Cogent, Linda served at Upromise Investments, where she directed the strategic development, execution and measurement of 529 marketing initiatives for state clients and partners and Fidelity Investments, where she spent 11 years in a variety of strategic leadership roles including the Vice President of External Relations for the Fidelity Research Institute and Vice President and Market Manager with Fidelity Investments Tax-Exempt Services Company. Linda began her career in financial services with Travelers Insurance Company in the Financial Services and Group Pensions divisions.

Linda holds an MBA in marketing from the University of Connecticut and a bachelor’s degree in mathematics from Mount Holyoke College.

Jennifer Flitton

Vice President of Federal Affairs

Invesco

Jennifer Flitton is Vice President of Federal Government Affairs with the US Government Affairs team. In this role, she works side by side with Andy Blocker, Head of US Government Affairs, with the goal of driving Invesco’s advocacy initiatives with policymakers and regulators, ensuring the firm is an influential part of the Washington conversation and solidifying Invesco’s seat at the table.

Ms. Flitton joined Invesco in 2018 from the Securities Industry and Financial Markets Association (SIFMA). At SIFMA, she led lobbying initiatives on behalf of the asset management and broker dealer industries with a focus on asset management, wealth management and tax issues, including the 2017 tax reform bill and the Department of Labor’s fiduciary rule. Prior to joining SIFMA, Ms. Flitton spent 16 years on Capitol Hill, last serving as the deputy chief of staff and legislative director for Congressman Patrick McHenry, and as Congressman McHenry’s designee to the House Financial Services Committee’s Oversight and Investigations Subcommittee. She started her Capitol Hill career with former House Financial Services Committee Chairman Mike Oxley.

Ms. Flitton earned a BA degree from Ashland University in 1999 and a master's degree in public policy from George Mason University in 2006.

Bob Shaw

Senior Director

SS&C Retirement Solutions

Bob is Senior Director of SS&C Retirement Solutions, where he is responsible for overseeing Product Strategy and Development across the firm’s broad array of front-and back-office technology and servicing solutions for the retirement business.  Bob has over 16 years of experience dedicated in the retirement business and has served in a multitude of roles within SS&C Retirement Solutions including various leadership roles in our back office administration and institutional client onboarding groups.  Bob has led large scale implementations of business on to SS&C’s platforms and works closely with our Sales group on business development opportunities.  These experiences and working with our broad array of clients, products, and services provide Bob unique insight and understanding of the marketplace.

Bob has a Bachelor of Arts degree in Political Science and Justice Studies from the University of New Hampshire. 

Drew Carrington

Senior Vice President, Head of Institutional DC

Franklin Templeton

Drew Carrington is a senior vice president, and leads Franklin Templeton's defined contribution business within the U.S. institutional large market segment. His responsibilities include presenting the firm's capabilities to existing and prospective DC clients and their consultants, as well as understanding and communicating the complex, evolving regulatory landscape of DC plans.

Prior to joining Franklin Templeton in 2013, he served as head of the Defined Contribution and Retirement Solutions Group at UBS Global Asset
Management, focused on developing investment solutions for large DC plans, particularly in the target date and retirement income categories. He
joined UBS in 2005, as a senior fixed income client portfolio manager for UBS, where he worked closely with their Asset-Liability Investment
Solutions team to design and implement the fixed income and duration overlay portions of asset-liability management strategies. Before joining UBS,
he was a principal at Mercer Investment Consulting, where he worked with both public and private DB and DC clients. He began his career in the
financial services industry in 1988.

Mr. Carrington is former chair of the Retirement Income Committee and current member of the Retirement Research Board of the Defined
Contribution Institutional Investment Association (DCIIA), a nonprofit association dedicated to enhancing the retirement security of American workers.
He is a frequent speaker at DC industry conferences on retirement income, diversification opportunities and risk mitigation. Mr. Carrington holds
Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, is Series 7 and 63 licensed and holds a
bachelor of arts from Harvard University.

Key:

Complete
Failed
Available
Locked
Webinar
08/18/2021 at 2:00 PM (EDT)   |  60 minutes
08/18/2021 at 2:00 PM (EDT)   |  60 minutes
Survey
11 Questions
11 Questions Post webinar survey