In-Plan Retirement Income: Revenue, Roles & Real-World Application

Broadridge

As in-plan retirement income strategies continue to gain momentum, plan advisors and home offices face critical questions for in-plan retirement income solutions:

• What is the right revenue model for making solutions available to clients?
• What tools and resources should be leveraged to evaluate available options?
• How do we ensure the right level of education for clients?
• How do we simplify these solutions for our plan sponsor clients?

Financial services expert David Montgomery and ERISA attorney Bonnie Treichel will engage in a discussion around these critical questions and beyond. 

Following this Webinar, participants will be able to:  

• Evaluate business models for implementing in-plan retirement income, including revenue-generating and revenue-neutral strategies.
• Compare home office engagement models, from advisor-driven to fully supported home-office strategies and understand how to apply each in practice.
• Develop methods to translate complex options into simple messages for plan sponsors and participants through better education and communication strategies.
• Identify next steps and action items for integrating in-plan income into an advisory practice or platform strategy.

More Information, How to Register