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Essential Retirement Income Concepts

Broadridge

July 21, 2022
On-Demand
Webinar

After a quick recap of concepts from the Retirement Income Consortium’s kick-off session, presenters Matthew Eickman, J.D. AIF® and Michael Kleeman will discuss the current state of the retirement income market in defined contribution plans. They will present an overview of how in-plan solutions differ from the retail annuity market and how this can benefit participants in a retirement plan.

Learning Objectives:

By the conclusion of this session, attendees will be able to:

Identify the types of in-plan retirement income solutions
Distinguish in-plan retirement income solutions from solutions in the retail annuity market
Understand the concept of guaranteed lifetime withdrawal benefits (or GLWBs)
Develop a strategy to start educating clients and prospective clients regarding these concepts

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