What Did You Say About Retirement Income? Retirement Income Solutions are Purple

Broadridge

Fiduciaries and committees in a critical position to help broaden retirement income security. However, it is important for workplace plan committees to review all available insurance- and investment-based retirement-income products on a periodic basis, and to create a strong process for review and analysis.

In this presentation, we will review retirement income expectations and the need for education on the tradeoffs among different retirement solutions. We then review the expected and actual retirement-income sources of workers and retirees and provide a retirement-income solutions roadmap for fiduciaries to consider. We then offer an overview of both retirement-income products and services as well as helpful examples, definitions and matrices for process development and organization. We then conclude with a review of an open-source retirement-income toolkit, a series of product and service matrices, a simple framework for a retirement income process and a glossary of retirement income terms to help fiduciaries begin and develop their own approach to managing retirement income solutions.

More Information, How to Register