What Did You Say About Retirement Income?

TRA [The Retirement Advantage]

Retirement income security comes through allocations to a variety of guaranteed types of retirement income sources. When these guaranteed retirement-income sources are either not enough, not available or not required, investors look to the capital markets for nonguaranteed retirement income. In this presentation, we will review retirement income expectations, the need for education on the tradeoffs, 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.

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