Portability, Expense, and Complexity: Reshaping Perception of the Top Objections | Part One: Portability

Broadridge

Momentum for retirement income is building – and fast – but advisors and consultants introducing retirement income are still sometimes faced with three common objections to retirement income: (1) portability, (2) expense, and (3) complexity.  This webinar series will tackle each of the three through a discussion among retirement plan practitioners.

Part One: Portability. This webinar will cover issues plan advisors and plan sponsors face related to portability of in-plan retirement income solutions. 

During this session, presenters will cover:

• Identification of historical challenges related to portability for in-plan retirement income solutions
• Distinguishing between participant-level and plan-level portability challenges
• Developments in technology and solution innovation to meet the historical challenges of portability
• Ways that plan advisors can communicate to clients and prospective clients related to historical portability challenges and how they are overcome

Register for Part Two, Expense, here.

Register for Part Three, Complexity, here.

More Information, How to Register