Retirement Plan Design: Don’t Forget a Plan For Retirement
Participants not only need to save in their retirement plan—they need a plan for retirement. In-plan guaranteed retirement income can boost their retirement readiness and benefit your clients. Their success is your success—be proactive by delivering value through addressing retirement transitions.
It’s critical to address retirement transitions. In this session, we’ll focus on participant needs and how you can bring retirement income in-plan.
Evolution of DC plans
Consumer demand for in-plan guaranteed income
Benefits to plan sponsors and participants
Guaranteed income options, with an in-depth review of guaranteed lifetime withdrawal benefit designs