Wednesday, September 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 PRODUCTS New Retirement Income Solutions Developing for QDIA Integration An ERISA Advisory Council meeting introduced strategies to incorporate retirement income solutions into qualified default income alternatives. CLIENT SERVICE People May Start Living to 150, Creating Retirement Paradox As people live longer, advisers must combat sequence risk while also driving growth to meet inflation, according to an investment services firm. PRODUCTS & SERVICES Vestwell Adds TIAA Lifetime Income Offering TIAA also makes a strategic investment in Vestwell, as the partnership brings TIAA’s lifetime income option to the middle and small segments of the retirement plan market. DATA & RESEARCH Workers’ ‘Spending Spikes’ Threaten Retirement Security Many public sector employees face unexpected expenses, leading to increased 401(k) loans and credit card debt. DATA & RESEARCH In-Plan Annuity Providers Advised to Lean On ‘Pension Nostalgia’ A consumer focus group run by Hearts & Wallets found increased interest for in-plan retirement income annuities—though often for ‘someone else.’ CLIENT SERVICE Older Workers Step In as Share of Prime-Age Cohort Falls A new EBRI analysis indicates older workers continue past traditional retirement age, calling for attention by employers to retirement plan design. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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