What Do Employees Really Want in a Retirement Plan? Webcast

In the past, retirement plans have been either defined benefit or defined contribution in nature, with their attendant features. As today's hybrid plan designs consider features of the two historical archetypes, utilizing a methodology of conjoint analysis and scenario testing can help identify which features of a retirement program are most important to employees. Supplemental research newly sponsored by the SOA’s Aging and Retirement Strategic Research Program explores the intersection of employee preferences and plan sponsor costs to help identify the most cost-effective ways to impact employee preference through changes in retirement plan design.

Attendees will gain an understanding of:

• What conjoint analysis is and how it works
• Which features of retirement programs are most important to employees

What are the most cost-effective ways to impact employee preference through retirement plan design

EA Credit: In order to receive credit, you must be on for the entire duration of the live webcast.  Listening to the webcast recording will not qualify for EA credit certification.

Please note: The JBEA rules are clear that an attendee must attend the entire webcast or session.

We highly recommend registering at least one day in advance of the webcast to ensure you receive the access instructions. A confirmation with access instructions is provided shortly after registering, along with a reminder the day before and 1 hour before the webcast. If you do not receive instructions to access the webcast, please email pd@soa.org.

Please note that attendees may not record this meeting or use unauthorized recording or automated meeting tools, including AI note-taking assistants, recording bots, and similar technologies, unless expressly authorized by the event organizer. Registrants should not invite, authorize, or otherwise enable these tools to join on their behalf. Attendance is limited to registered participants only.

Participants who require assistive technology as a reasonable accommodation should contact the event organizer in advance so appropriate arrangements can be made.

Webcast Pricing

Our standard webcast pricing is the convenient way to access a single SOA webcast. Visit the webcast registration information page for details.