Donna MacFarland spoke at LIMRA’s 2016 Retirement Conference on the topic of “Financial Literacy” on May 6, 2016.
The session covered the following question areas:
The opportunity for DC record-keepers to educate America is profound and many do promote “financial literacy.” What’s at stake and what is the industry doing about it? What are the best practices and tactics that seem to be working? What is the role of the financial services industry and is there a larger, social discussion about the need for financially-literate consumers?