Helping Investors Plan for Retirement

Tuesday, May 7, 2019

2:00 PM EDT | 11:00 AM PDT

60 minutes

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Dimensional Fund Advisors will share research that can help advisors design and implement solutions for clients saving for or already in retirement. Participants will learn:

  • How much should an investor save for retirement?
    • Adjusting savings rates in response to changes in household income can prove more effective than applying a static, rule-of-thumb- approach to saving for retirement.
  • How much income do you need in retirement?
    • The speakers will share a framework for understanding why the answer to this difficult question should be customized for each individual, based on their lifestyle and income prior to retirement.
  • How much retirement income can your portfolio support?
    • When planning for retirement, often the primary goal is supporting a desired level of income in retirement. This helps define the primary risk for investors saving for retirement: uncertainty about in-retirement income their investments can support. Dimensional has developed an approach centered on a broader risk management framework that focuses on retirement income and managing investment risks that may affect that goal.
    • Get ahead of the session, and preview the Retirement Income Calculator tool here: https://us.dimensional.com/retirement-professional/retirement-calculator

All presenters will answer attendees’ questions during the webinar and will be available to continue the discussion on  APViewpoint.

Speakers

Ashish Shrestha Headshot

Ashish Shrestha
Vice President/Head of Advisor Defined Contribution
Dimensional

Ashish Shrestha oversees the firm's efforts related to the advisor tax qualified business. He works directly with a select number of advisor clients with dedicated pension relationships as well as those working with endowments and foundations. He also serves as a 401(k) resource for other advisors looking to enter the defined contribution market or expand their retirement plan business.

Prior to joining Dimensional in 2008, Ashish was a principal with Mercer Investment Consulting, where he advised Fortune 500 plan sponsors and trustees on the management of their tax-qualified assets. His work with pension plans and endowments and foundations included manager and portfolio research and investment policy development.

Ashish holds an MBA from the Anderson School of Management at the University of California, Los Angeles, and a bachelor's degree in economics and international relations from Claremont McKenna College.

Olivian Pitis, CFA®, AIFA® Headshot

Olivian Pitis, CFA®, AIFA®
Vice President
Dimensional

As a vice president and regional manager, Olivian leads the Southern California team representing Dimensional to the firm's independent RIA clients. Prior to joining Dimensional, Olivian worked as an investment counselor for a Southern California wealth advisory firm, assisting institutional and private wealth clients.

Olivian holds an MBA from the Anderson School of Management at the University of California, Los Angeles. He earned a bachelor's degree in forest engineering from Transilvania University in Brasov, Romania, and an MS in forestry from Louisiana State University in Baton Rouge, Louisiana. He is a CFA® Charterholder and also holds the Accredited Investment Fiduciary Analyst (AIFA) designation.

Justin Kermond Headshot

Justin Kermond
Vice President Business Development
Advisor Perspectives