The Future of In-plan Lifetime Income Options

webinar recording

Lifetime income solutions have become easier and safer to include in retirement plans. As a result, plan sponsors are asking if they should go through all the work and take on the risk of adding in-plan lifetime income solutions. If they decide to add a lifetime income option, how do they select and monitor the product?

This webinar is focused on addressing the current and future landscape of lifetime income solutions in hopes we can help plan sponsors understand what is a good decision for their retirement plan.

During this webinar, we discuss:

  • New lifetime income safe harbor and portability rules
  • Considerations when reviewing an annuity as compared to other investments

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