Delivering Post-Retirement Success at Scale: the US experience

As defined contribution members in the US retire in increasing numbers, this briefing explores critical insights for Australian superannuation leaders facing the challenge of delivering retirement solutions at scale.

Discussion topics include:

• Technology in Post-Retirement: How digital tools are transforming retirement by improving decision-making, enhancing efficiency, and reducing reliance on advisers—enabling scalable, member-centric support.

• PGIM’s Latest Research: Timely findings on retirement behaviour, investment strategy, and member engagement, offering global perspectives with local relevance.

• Redefining Success: Exploring new metrics for post-retirement success, including income adequacy, wellbeing, and long-term sustainability.

This session will equip fund executives with practical insights to refine their retirement strategies, benchmark against international developments, and better meet the evolving needs of retiring members.

Guest speaker

Josh Cohen, CFA, Managing Director, Head of Client Solutions PGIM DC Solutions

Josh is a Managing Director, Head of Client Solutions for PGIM DC Solutions. Mr. Cohen leads the team’s efforts to bring defined contribution insights and solutions to PGIM’s clients and the market. Prior to joining PGIM, Josh was the Head of Defined Contribution for Russell Investments where he was responsible for the leadership, strategic direction, and growth of Russell Investments’ U.S. Defined Contribution (DC) asset management business across the institutional and intermediary channels. Prior to his twelve years at Russell Investments, Josh spent nine years at Hewitt Associates.

Highly regarded throughout the industry and a recognized DC thought leader, Josh served a three-year term (2013-2015) as a member of the Department of Labor’s ERISA Advisory Council on policies and regulations affecting employee benefit plans governed by the Employee Retirement Income Security Act. Josh is the host of PGIM’s podcast series The Accidental Plan Sponsor and is also actively involved with several industry organizations, including the Employee Benefit Research Institute (EBRI), where he serves as a member of the board of trustees and as the chair of the executive committee, and the Defined Contribution Institutional Investment Association (DCIIA), where he previously served on the executive committee and as the chair of the Retirement Research Board. Josh earned his BA from the University of Michigan and an MBA from the University of Chicago.

BRISBANE
DATE: Monday 17 November
VENUE: Australian Retirement Trust
ADDRESS: Level 28/266 George Street

SYdney
DATE: Tuesday 18 November
VENUE: Thomson Geer
ADDRESS: Westpac Building, Level 14/60 Martin Place

Melbourne
DAte: Wednesday 19 November
Venue: EY
Address: 8 Exhibition Street

Adelaide
DATE: Thursday 20 November
VENUE: KPMG
ADDRESS: Level 7/151 Pirie Street

TIME: 12.15PM - 2.00PM Bris AEST | SYD & Melb AEdT | ADEL ACDT
COST: FEAL members - $0 & non-members $145 (inc GST)
*If you are a non member & would like to attend please contact FEAL.

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