First Look: A Fiduciary-Focused Framework for Retirement Income Solutions

Broadridge

With fewer defined benefit plans and people living longer lives, interest in retirement income solutions is increasing.  That’s why the Retirement Income Consortium drafted a detailed guide to help plan fiduciaries, particularly retirement plan advisors and the plan sponsors they serve, to prudently evaluate, select, and oversee retirement income solutions in qualified defined contribution plans. 

 Join this webinar to be among the first to preview the soon-to-be-released Prudent Practices for Retirement Income Solutions. You’ll get an understanding of fiduciary best practices and considerations along with practical guidance for solution selection – all within the context of current market dynamics. 

 Learning Objectives:

Following this Webinar, participants will be able to:  

• Understand the 10 practices for retirement income solution selection and monitoring drafted by the Retirement Income Consortium.
• Recognize criteria relevant to evaluating and monitoring different retirement income solution types.
• Identify opportunities to influence solution providers and recordkeepers to improve data and platform availability.
• Evaluate practical scenarios faced by advisors and their plan sponsor clients during the initial phases of education and implementation of today’s retirement income solutions. 

More Information, How to Register