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Session 028: Best of Both Worlds: Combining DB and DC Plans

Session 028: Best of Both Worlds: Combining DB and DC Plans The presenters in this session will ... first 18 years of retirement (from years 1-2 to 17-18) RETIREE BEHAVIOR Analysis of non-housing assets ...
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Description: The presenters in this session will discuss the simultaneous use of DB and DC plans. With the continued growth of DC assets and the freezing of DB plans, it is increasingly common to see DB participants with a DC plan that is more than just supplemental. Because of this, it is important that retirement professionals see DB and DC plans as not just competitors for contributions, but as partners. The presenters will discuss how that partnership can work and how the presence of a DB plan can influence the design of DC solutions such as target date funds.
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- Authors: Lisa Canafax, Arin Bratt, Jillian Kennedy
- Date: Jan 2020
- Competency: Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans

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