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

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 Two: Expense. This webinar will cover objections plan advisors face related to fees and expenses associated with in-plan retirement income solutions.

During this session, presenters will cover:

• Fiduciary requirements related to fees and expenses for retirement income solutions
• Structure of fees associated with in-plan retirement income solutions, including both explicit and implicit fees
• Methods and resources for comparing in-plan retirement income solution fees and expenses 
• Opportunities (and differences) associated with in-plan retirement income solutions compared to those in the retail annuity marketplace
• Conveying the value and role of the advisor by assisting plan sponsors with this comparative analysis and documentation of the fiduciary process

Register for Part One, Portability, here.

Register for Part Three, Complexity, here.

More Information, How to Register