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How America Saves with Vanguard

  • 14 Dec 2023
  • 11:30 AM - 1:00 PM
  • Elevate 24 Connect
  • 28


  • Regular Pricing


Join the Phoenix Chapter of the Western Pension and Benefits Council for an in-person educational and networking event when we welcome Jeff Clark of Vanguard Strategic Retirement Consulting.

Over the past decade, retirement plan sponsors have increasingly turned to automatic solutions to help employees save more for retirement. As a result, plan participation rates have increased, automatic enrollment designs have become stronger, and participant portfolio construction has continued to improve with more age-appropriate asset mixes and less extreme equity allocations.  Earlier this year, Vanguard released their 22nd edition of How America Saves - an annual deep dive into the saving behaviors of nearly 5 million DC plan participants across Vanguard’s business.  

During this session you will hear key insights from Vanguard’s most comprehensive report on defined contribution plans. You’ll learn how plan design has evolved and how plan sponsor adoption of these changes ensure participants are better prepared for retirement.

Our speaker Jeff Clark:

Jeff Clark is a senior research analyst in Vanguard Strategic Retirement Consulting. He is the author of How America Saves as well as other retirement research initiatives. In addition, Jeff provides strategic and customized analytics designed to help plan sponsors better understand their participants’ behavior and plan design effectiveness. Jeff joined Vanguard in 1998. Before Strategic Retirement Consulting, he worked in Participant Services and Compliance Testing and Analysis., assisting plan sponsors with plan design and compliance issues. 

Please note location below

Thursday, December 14th

11:30 am – 1:00 pm

Elevate 24 Connect (next to Humphrey's Kitchen & Koffee)

4742 North 24th Street

Phoenix, AZ 85016


WPBC Luncheons are a great way to reconnect to other professionals in our local community. COVID has been a challenge to anyone who loves in-person networking; however, according to HubSpot, nearly 100% of professionals believe that face-to-face meetings are crucial to keeping long-term business relationships.

The Biggest Benefits of Industry Networking

  • Strengthen your network business connections
  • Tap into your network for ideas
  • Raise your professional profile
  • Grow your personal brand
  • Get access to job opportunities
  • Exchange best practice knowledge with your network
  • Get career advice and support
  • Build your confidence
  • Gain a different perspective
  • Develop long-lasting personal relationships
  • Get an answer to every question
  • Find your dream job


Please feel free to reach out to WP&BC with any questions.
The Western Pension & Benefits Council Phoenix Chapter wants to continue to provide our members with the best experiences possible.

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