Case Studies in Retirement Income: The Plan Advisor’s Perspective

Broadridge

In-plan retirement income solutions took a major step forward with the legislative push of SECURE Act of 2019 and SECURE 2.0, but advisors remain as the gateway to the success of these solutions.  This webinar will feature two plan advisors who have worked together to implement in-plan retirement income solutions for plan sponsors of all sizes. They will share how technology can help advisors scale to meet the changing needs to participants in an environment where one size doesn’t fit all. 

Learning Objectives:

Attendees of this session will join Vern Cushenbery, Schuyler Mann and Moderator Blaine Aikin as they cover the following topics:

1. Identify methods to provide income in retirement
2. Develop participant communications related to retirement income
3. Leverage technology to scale retirement income solutions
4. Determine ways to successfully partner with other advisors

Speakers

• Blaine Aikin, AIFA®, CFA, CFP® -- Founder and Principal, Fiduciary Insights
• Vern Cushenbery -- Founder, GoalPath Solutions, LLC
• Schuyler Mann, AIF®, C(k)P® -- Managing Director, Retirement Wellness Group

More Information, How to Register