Now that automatic and default features have gained widespread acceptance within defined contribution plans, it may be time to consider additional steps to further enhance participant retirement preparedness. Learn five forward-thinking suggestions to build upon a plan’s existing automatic features and further enhance participant retirement readiness.
Matt Sommer, CFA, CFP, CPWA
Vice President and Director, Retirement Strategy Group
Industry since 1993
Matt Sommer is Vice President and Director of Retirement Strategy Group at Janus Henderson Investors. In this role, he leads the Defined Contribution and Wealth Advisor Services Team. His expertise covers a number of areas, including regulatory and legislative trends, practitioner best practices, and financial and retirement planning strategies for high-net-worth clients.
Prior to joining Janus Henderson, Mr. Sommer spent 17 years at Morgan Stanley and its predecessors, including senior management roles as director of financial planning at Citi Global Wealth Management and director of retirement planning at Smith Barney.
Mr. Sommer currently serves on the CPWA® examination task force and is an adjunct professor for CFP® and CRPS® programs at the College for Financial Planning. He teaches graduate level advanced finance classes and is also a Ph.D. student at Kansas State University.