Delivering Post-Retirement Success at Scale: the US experience

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

Discussion topics included:

  • 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.

Presentation

Further to discussion at the Melbourne luncheon briefing we’re pleased to also share the whitepaper Industry Fund Services (IFS) co-developed with Challenger, designed to help advisers deliver more member-focused, outcome-aligned retirement strategies. You can access the whitepaper here:  Designing Smarter Retirement Pathways for Members


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