Retirement Income Solutions: Guiding Plan Sponsors on the Path from Education to Implementation

Broadridge

For advisors and consultants ready to work collaboratively with their plan sponsor clients and prospects in 2024, this is the webinar for you.  During this session, presenters Andrew Stumacher and Bonnie Treichel will cover the landscape of retirement income from why to how.  They will identify the most important factors to consider when implementing retirement income solutions and discuss how to overcome any obstacles holding retirement income solutions back.

Learning Objectives:

By the end of the session, financial professionals will be able to…

• Determine why both participants and plan sponsors require retirement income solutions as a part of the retirement plan.
• Evaluate methods to simplify and categorize the retirement income solution landscape.
• Identify obstacles to retirement income solution implementation and ways to overcome these obstacles.
• Develop participant communication strategies.

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