Essential Retirement Income Concepts

Broadridge

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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