Retirement Savings Behavior

The Anderson Files
The Anderson Files
Retirement Savings Behavior

Guest Katherine Roy discusses retirement savings behavior in this COVID-19 pandemic period, comparing now to the behavior and decision making of American savers during the 2008/2009 market downturn. Listen to Katherine’s compelling insight during this pandemic period, the likes of which the world previously saw over 100 years ago.

Katherine Roy, managing director, is Chief Retirement Strategist and Head of Individual Retirement for J.P. Morgan Funds. In this role, she is responsible for delivering timely personal retirement-related insights to financial advisors. Focused on the retirement income-related landscape for more than 10 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages.

Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics.

Prior to joining the firm, Katherine was Head of Personal Retirement Planning & Advice at Merrill Lynch where she led strategy and innovation in retirement income solutions for individuals, and the retirement planning, advice and guidance programs available to integrated benefits plan participants. She also held several roles in financial planning product development, participant communications and consulting, and interactive client experience initiatives. Katherine received a B.A. from Yale University and is a Certified Financial Planner®.

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