Wednesday, March 13th, 2024 A topical newsletter from PLANADVISER Retirement Income Retirement income continues to be in focus in 2024 as near-retirees and retirees face a range of needs from decumulation strategies to managing high costs. This week’s PLANADVISER Spotlight gathers recent coverage related to retirement income. SPONSORED AD DATA & RESEARCH Most Americans Expect to Live Longer, Still Retire Around 67 Research from Corebridge and the Longevity Project find half of Americans want to live to 100, even as financial anxieties around how to do so run high. PRODUCTS 3 Cs Give Many Plan Sponsors Pause on In-Plan Retirement Income A Greenwald study finds plan sponsors often in favor of retirement income, but seeking solves for complexity, cost and choice. CLIENT SERVICE Toland, Finke to Launch Income Planning Tool to Visualize Withdrawal Options Retirement and annuity experts created IncomePath, which can include an assessment of annuity options in a saver’s retirement income plan. PRODUCTS & SERVICES TIAA’s RetirePlus In-Plan Income Option Reaches $30B Assets jump on demand for guaranteed lifetime income; meanwhile, NAPA announces retirement income certificate program for advisers. PRODUCTS & SERVICES Consultants Advise Plan Fiduciaries to Vet DC Annuity Offers A proliferation of retirement income annuity offerings has ARC consultants citing ‘cause to question’ language that requires assessing annuity offerings for qualified plan participants. DATA & RESEARCH Financial Advisers Less Optimistic Than Clients on Retirement Readiness Among those nearing retirement, 47% are as likely to use advisement services linked to their workplace plan as they are outside offerings, according to Allspring’s annual retirement survey. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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