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Mastering Retirement Income: In-Plan Solutions Built for Security and Growth

Pensions & Investments

July 10, 2024
Recorded Online
Webinar

For years, retirement plans focused entirely on accumulating savings—until now. As more than 11,000 Americans per day reach age 65, plans need to take it a step further and consider how participants will spend that savings and make it last for potentially 30 years or more.  

Join Tim Pitney, Head of Lifetime Income Default Solutions at TIAA, Lisa Schwartzenburg, Assistant Vice President, Human Resource Operations at Gonzaga University and Tim Irvin, Senior Financial Advisor at CAPTRUST to learn how to create, structure and deliver effective income solutions for giving workers the best chance at secure retirements. They’ll cover:

  • Various in-plan default investments with post-retirement withdrawal strategies
  • Fiduciary considerations surrounding offering in-plan annuity options
  • Tools and best practices for guiding participants through the complexities of spending decisions

More Information, How to Register

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