PLANNING FOR RETIREMENTResources for Participant Education
Useful information & resources to help employees become retirement ready.
Financial Education
When it comes to preparing for retirement, employees can often feel overwhelmed and underinformed, and that can create problems for employers. At Pacific Life, we get it...and we can help you, help them.
The content below is a sample of the innovative approach we take to help educate employees and improve the participant experience, so they can better prepare for a successful retirement.
Retirement Security and the Need for Guaranteed Lifetime Income: Pacific Life's Paul Hance Explains
Remember pensions? Newer generations might not, but their parents and grandparents certainly do. Once a pillar of retirement financial security, pensions are now rarely a part of retirement portfolios. In this episode of The Wave Strength, Pacific Life’s SVP and Head of Customer Solution Group Paul Hance, and Institutional Marketing Director Jim Breen, discuss how Pacific Life is helping Americans retire with lifetime income, peace of mind, and the financial security that previous generations enjoyed.
Focus on Participant Experience
At Pacific Life, we are committed to creating innovative participant journeys to help clients sustain their lifestyles in retirement. This video demonstrates our focus on providing effective digital solutions for participants.
How to Achieve Financial Wellbeing in Retirement
A familiar saying tells us to “plan our work and work our plan.” That’s good advice for getting stuff done, and something we can also apply to financial wellbeing in retirement. While experts may recommend different tactics and strategies, you’d be hard pressed to find one who advises you to just wing it.
With that in mind, Ruth Schau, FSA, EA, FCA, Institutional Division’s Sr. Director of Pension Solutions, explains that achieving financial wellbeing in retirement is planned, and shows participants how they can make it happen.
Solutions for Lifetime Income
“The Wave Strength” webinar series picks up where the podcast leaves off and takes a deeper dive into topical issues regarding pensions and retirement plans. Host Jim Breen, marketing director for Pacific Life's Institutional Division, is joined by subject matter experts, to explore issues ranging from employee education and the participant experience; to product features, legal requirements, and challenges facing employers.
Sharing similar goals as “The Wave Strength” podcast, the webinar series reflects Pacific Life’s continuing efforts to connect to consumers and offer ground-breaking products in the institutional space.
How to Plan for Retirement? Pacific Life’s Michael Oler Says, Do This First
Michael Oler, Pacific Life’s new AVP, head of defined contribution lifetime income, joins Host Jim Breen, Institutional director of marketing, to share his excitement for the future of lifetime income. Michael unpacks the exceptional career path that led him to Pacific Life and describes how his life’s work has prepared him to help Americans retire with peace of mind. Listen in as Michael explains how education, engagement, and communication are the pillars of sound retirement planning and financial wellness.
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- Phone
- (877) 536-4382, Option 1
- Fax
- (949) 219-8628
- Address
- Pacific Life Insurance Company
Institutional Solutions
700 Newport Center Drive
Newport Beach, CA 92660
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- Phone
- (833) 702-1617 (Toll-Free)
- Fax
- (469) 788-7137