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EPIC RPS
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Regional Sales Director-Mid Atlantic July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Nova 401(k) Associates
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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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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Director, Strategic Accounts and Channel Development July Business Services
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Stones River Consulting
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Director of Regulatory Operations and Compliance PCS Retirement
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Regional Sales Director-Heartland July Business Services
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Daybright Financial
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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Retirement Tier Investing: Withdrawal StrategiesPLANSPONSOR |
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Sept. 18, 2025 On-Demand Webinar |
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Plan sponsors looking to help participants draw down their assets efficiently can educate their employees, vet their recordkeepers and simplify how their recordkeepers market and charge for different drawdown strategies. This session explored what plan sponsors can offer their participants to manage making withdrawals from retirement accounts in a way that maximizes the longevity and sustainability of the accounts. The speakers offered ways for employers to work with recordkeepers and advisers to ensure these options work for participants and retirees. |