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Pacific Life, Newport Beach, California, United States: Decoding Retirement: Key Insights into Participant Preferences for Lifetime Income Options

Company: Pacific Life, Newport Beach, CA
Company Description: Founded in 1868, Pacific Life is a leading insurance and financial services company. Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities and mutual funds, and offers a variety of investment products and services to individuals, businesses and pension plans. Named a 2023 Forbes Best Midsize Employer.
Nomination Category: Publication Categories
Nomination Sub Category: Best White Paper or Research Report
2024 Stevie Winner Nomination Title: Decoding Retirement: Key Insights into Participant Preferences for Lifetime Income Options
  1. The date on which this nominated whitepaper or research report was first distributed or otherwise made public:

    March 21, 2024

  2. Briefly describe this entry’s communications objectives and how it met those objectives (up to 200 words):

    Total 84 words used.

    Retirement is not a one-size-fits-all scenario. Personalization of retirement income decumulation solutions is essential to address the diversity of retiree needs and help institutions design plans that maximize retirees’ financial security and align with their preferences. With Decoding Retirement: Key Insights into Participant Preferences for Lifetime Income Options, and the accompanying LinkedIn Live webinar, we are providing empirical evidence to help the industry better understand the preferences of different retirement plan participants and how to design corresponding personalized solutions to improve their retirement security.

  3. Optionally you may list the creative and production credits for your nominated white paper or report - the people who help to bring it to life: Advertising Agency/City: Client: Art Director: Cinematographer: Creative Director: Designer: Director: Illustrator/City: Music Producer/City: Photographer/City: Printer/City: Producer: Production Company/City: Programmer: Writer: Web Development Firm/City:

    Researchers: Dr. Qi Sun & Thomas Korankye
    Contributing Writer: Destiny Lara
    Contributing Writer: Mark Blackwell
    Graphic Design: Kevin Nelson
    Creative Director: Jim Breen

Attachments/Videos/Links:
Decoding Retirement: Key Insights into Participant Preferences for Lifetime Income Options
URL Decoding Retirement
URL LinkedIn Live Webinar Replay
PDF pacific_life_decoding_retirement_whitepaper.pdf
PDF DCLI0091_Decoding_Retirement_Key_Insights_1.pdf