On this episode of The Wave Strength, Franklin Templeton’s Lavina Mehta joins Pacific Life’s Michael Oler and Jim Breen to discuss the new partnership that’s bringing simple and flexible lifetime income solutions to workplace retirement planning.

We explore the market shift away from defined benefit plans to defined contribution plans and discuss how lifetime income can help fill a critical need with an innovative solution that’s easy for participants to understand, and easy for plan sponsors to implement. We also cover financial wellness and product education for participants and fiduciary concerns for plan sponsors.

Finally, we’ll discuss how embracing new technology while using familiar platforms and systems provides a comfort zone and ease of use for plan sponsors.

Join us for this exciting and insightful conversation as we explore innovative lifetime income solutions for retirement planning, which can help plan sponsors and participants achieve their goals.

About Michael Oler 

Michael is AVP, Head of Defined Contribution Lifetime Income; he is responsible for leading the growth of the Defined Contribution Lifetime Income business. Before joining Pacific Life, Michael was the Retirement Income Product Manager at T. Rowe Price. His career in retirement services has also included strategic roles at BlackRock, MetLife, and PricewaterhouseCoopers. Michael joined Pacific Life in 2022. 

About Lavina Mehta

Lavina Mehta is vice president of Digital Retirement Investment Solutions at Franklin Templeton. She is Responsible for digital and traditional investment solution development across the retirement marketplace. Lavina is a highly accomplished investment professional with 20+ years of Defined Contribution (DC) knowledge and experience, and a successful track record of managing a highly complex large defined contribution retirement plan. She is passionate about driving innovation to improve financial well-being among colleagues.

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