Wednesday, December 11th, 2024 A topical newsletter from PLANADVISER Retirement Income Retirement income continues to be a focus in 2024 as near-retirees and retirees face a range of needs from decumulation strategies to managing high costs. This PLANADVISER Spotlight gathers coverage related to the topic. SPONSORED AD PRACTICE MANAGEMENT EBRI Panel: DC Plans, Social Security Can Create Strong Retirement Security Net Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can partner well with Social Security for the majority of Americans. DATA & RESEARCH DC Advisers Interested in Retirement Income Solutions, but Still Hesitant Systematic withdrawals are still more commonly recommended than in-plan annuities, but that may shift in coming years, according to researchers from Escalent’s Cogent Syndicated.  PRODUCTS & SERVICES Empower to Offer Income Products From Allianz, Putnam and TIAA The country’s second-largest recordkeeper adds more annuity retirement income products, including its first on-platform fixed-index annuity. IN PRACTICE How to Establish Better Decumulation Options for Future DC Plans DC experts from TIAA discussed ways plans can help participants utilize their retirement savings at PLANADVISER 360. DATA & RESEARCH Nearly Half of Retirees Have No Formal Decumulation Strategy A similar 46% say they get minimal to no guidance on decumulation from their employer or 401(k) provider, according to a survey by IRALOGIX. PRODUCTS New AI Retirement Planning Tool Aims to Transform How Americans View Their Futures The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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