You understand the value of a retirement plan for attracting and retaining quality employees. But how do you know if your plan is really effective? Popular doesn't always mean successful when it comes to retirement plans. Participation and deferral rates alone may not tell the full story. If the plan is falling short, what can you do-during a time of extreme budget pressures-to make improvements to help employees get retirement ready? This session provides suggestions for measuring the retirement readiness of your participants and steps you can take to improve participant savings outcomes without breaking the bank.
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Barrie Christman
vice president, individual investor segment
Principal Financial Group, Des Moines, Iowa
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Barrie G. Christman is vice president of the Individual Investor Segment of Retirement and Investor Services for The Principal Financial Group® and is also chairman of Principal Bank and Principal Trust Company, affiliates of The Principal Financial Group®.
The Individual Investor Segment is charged with ensuring that the Principal Financial Group® becomes a leader in helping individual investors achieve financial security by creating a compelling, personalized individual investor experience that results in long-term relationships.
In 2001, Christman joined The Principal, a global investment management leader in retirement services, insurance solutions and asset management, following over 25 years in banking.
She earned her bachelor’s degree in Economics/Mathematics from Allegheny College in Meadville, PA, and her masters in business administration from the University of Pittsburgh. She recently served as president of the Community Depository Institutions Advisory Council to Chairman Bernanke and the Federal Reserve Board, and currently serves as vice chairman of the Government Relations Council of the American Bankers Association.