Friday, April 25th, 2025 A topical newsletter from PLANADVISER Retirement Income Planning We explore the topic of retirement income planning—from the products being offered and supported in the marketplace, to the regulatory environment influencing these products, to current best thinking—and best strategies—for how to draw savings down. SPONSORED AD Products & Services What to Know About Adding Income to a Plan Lineup How the regulatory landscape dictates the selection of a retirement income solution—and how advisers can frame the discussion with clients. In Practice Does the 4% Rule Still Stand? The spending rule has been around for 30 years, but experts are rethinking traditional drawdown approaches in light of longevity and economic realities. Products & Services Understanding and Evaluating Retirement Income Solutions With retirement income products increasing in popularity, plan fiduciaries must select appropriate options to offer to workers from a growing array of solutions. Products & Services Comparing Insured and Non-Insured Payout Options A recent issue brief from the American Academy of Actuaries examines the insured and non-insured options currently available that can be offered through employer-sponsored retirement DC plans. In Practice Beyond the Annuity Puzzle: Rewiring the Psychology of Lifetime Income A closer look at what has been limited, so far, annuity adoption by plan sponsors and participants. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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