42. How are Participant-Focused Solutions Disrupting Retirement?

02/04/2024 23 min Temporada 4 Episodio 42

Listen "42. How are Participant-Focused Solutions Disrupting Retirement?"

Episode Synopsis

On this episode of The Wave Strength, Franklin Templeton’s Mary Beth Glotzbach joins Pacific Life’s Destiny Lara and Jim Breen to discuss how focusing on the needs of participants, providing customized solutions, and meeting participants where they are on their retirement journey can lead to better engagement and improve outcomes.

Join us as we discuss why it's essential to consider the various stages of the participant journey, from entering the workforce to entering retirement. We explore how digital innovations can play a role in the way firms engage participants and help customize retirement planning. Finally, we address the need for more relatable, easy-to-understand educational resources, and how putting participants first can lead to more secure financial futures.

To learn more, please visit https://www.pacificlife.com/home/products/institutions.html

About Destiny Lara 

Destiny is AVP, Financial Education and Participant Experience for Pacific Life. Destiny is responsible for the pricing and design of Pension Risk Transfer products as well as defined contribution plan initiatives. Destiny is spearheading the strategy to improve equity in financial education for all ages, and overseeing all aspects of the participant experience, including education on the value of lifetime income. Destiny joined Pacific Life in 2011.

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