| Sponsored message from Franklin Templeton and PLANADVISER |
| Retirement Income in Focus |
| PLANADVISER is pleased to bring you this special edition newsletter, sponsored by Franklin Templeton and focused on retirement income. Leading defined contribution plan advisers know the next key area of innovation in the retirement industry is the “decumulation challenge.” Plan sponsor clients are hungry for solutions that increase the likelihood of their participants being able to achieve and maintain adequate lifetime retirement income. They are also concerned about fiduciary roles and responsibilities for evaluating, selecting and overseeing in-plan lifetime income solutions. As Franklin Templeton experts and independent research confirms, getting the anchor leg of the DC plan in order is one of the most powerful ways to help successful savers make the most of their accumulated assets.
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| Fiduciary Implications of Flexible Retirement Income Solutions |
| Although comprehensive retirement income solutions may be top of mind, partial solutions used on their own, or in combination with other retirement income investment solutions, can efficiently target specific goals while potentially preserving needed liquidity, portability and flexibility. Franklin Templeton outlines the fiduciary roles and responsibilities for evaluating, selecting and overseeing retirement income options.
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| Cerulli Foresees 401(k)s Embracing Retirement Income |
| With many Boomers retiring, the research firm says the industry is at “an inflection point.”
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| Live Event: Innovating to Address the Unarticulated Needs of Participants |
| As participants age, their financial needs and contexts evolve. While early-career participants may be treated as a more homogenous group, late-career participants’ situations become more unique and more complex. However, many participants are not aware of exactly what their changing retirement planning needs are. In the spirit of seeking better outcomes, we ought to consider how to meet these often unarticulated needs. That’s what innovation is all about.
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| Top Trends in Defined Contribution |
| Drew Carrington, head of U.S. institutional defined contribution at Franklin Templeton, discusses the most pressing industry challenges and opportunities impacting your plan sponsor clients.
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| Just Over Half of U.S. Households on Track for Retirement Success, EBRI Says |
| However, if retirement expenses are reduced to 80% of average expenses, 82.1% are on track to not run short.
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| Six Surprises About Planning for Retirement Income |
| Franklin Templeton Investments’ 2018 Retirement Income Strategies and Expectations (RISE) Survey uncovered six findings that may surprise you.
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