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EPIC RPS
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Relationship Manager – Defined Contributions Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Spectrum Pension Consultants (part of Daybright Financial)
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Director, Strategic Accounts and Channel Development July Business Services
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Regional Sales Director-Heartland July Business Services
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Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Nova 401(k) Associates
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Independent Retirement
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Stones River Consulting
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Director of Regulatory Operations and Compliance PCS Retirement
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Daybright Financial
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Navigating the Future of Retirement Income: Trends, Strategies, and InsightsMorningstar, Inc. |
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Feb. 28, 2025 On-Demand Webinar |
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What is the highest safe starting withdrawal rate? Morningstar’s latest State of Retirement Income report finds that retirees can withdraw as much as 3.7% as an initial spending rate for a 30-year horizon, factoring in current conditions such as high equity valuations and low bond yields. |