The Pension Research Council

2007 Symposium: Managing Retirement Payouts: Positioning, Investing, and Spending Assets
April 23-24, 2007

About the Conference

This event highlighted emerging issues regarding assets and expectations on the verge of retirement, including uncertainty regarding life expectancy and morbidity. Analysts explored retirement asset positioning and location, phasing of spending patterns, and debt as well as housing consumption in later life. Financial advisers and academics debated ways to effectively manage assets in retirement, including the role of advice engines and tax challenges. Lawyers and policy experts evaluated regulation for the retirement payout marketplace, along with long-term care insurance.

This conference was a Wharton Impact Conference sponsored by the Wharton School's Pension Research Council and Boettner Center for Pensions and Retirement Research.

The conference was co-hosted by John Ameriks and Olivia Mitchell at The Wharton School.

Conference Agenda



Monday April 23, 2007

Session I: Setting the Stage

Session II: Retirement Distributions Luncheon Speaker : Harold Evensky, Evensky & Katz


Session III: Retirement Risk Management

Tuesday April 24, 2007

Session IV: Financial Products for the Payout Phase

Session V: Roundtable: Lessons for Managing Retirement Payouts

For More Information

For more information, including how to register, please contact:

Pension Research Council
The Wharton School, University of Pennsylvania
3000 Steinberg Hall - Dietrich Hall
Philadelphia, PA 19104-6302
Tel: 215.898.7620
Fax: 215.573-3418
Email: prc@wharton.upenn.edu