Retirement Income Solutions: A Strategic Plan for Implementation

Broadridge

In-plan retirement income solutions get a lot of airtime now, but plan advisors and consultants often are the gateway to successful implementation.  Most plan advisors and consultants desire a thoughtful approach to understanding in-plan retirement income solutions and determining how to scale implementation across an entire book of business as opposed to implementing on a plan-by-plan basis.  Tune into this webinar to learn from a fiduciary expert, a plan sponsor and a retirement plan consultant more about in-plan retirement income best practices and how to implement these solutions.

Learning Objectives:

By the end of the session, attendees will better understand…

1. In-plan retirement income best practices for prudent fiduciaries
2. Obstacles facing in-plan retirement income options and how plan advisors and consultants are overcoming these challenges
3. Learnings from a Case study from a recent plan sponsor implementation of a new-to-market retirement income solution
4. Methods for developing a comprehensive strategy for in-plan retirement income solutions across a book of business
5. Action items to address what’s coming in 2024 and beyond for in-plan retirement income solutions

More Information, How to Register