Elevate in-plan lifetime income conversations
Assessing the breadth of lifetime income solutions can be challenging for plan advisors. But becoming educated on each solution’s unique benefits and limitations is a strategic way to differentiate yourself from other plan advisors and boost your value to plan sponsors.
NAVIGATE THE LANDSCAPE
Our team has developed a suite of resources to help you understand the history of lifetime income solutions, analyze the different types of annuities and confidently recommend solutions to plan sponsors.
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Following specific steps as you meet with solution providers and make recommendations to plan sponsors can help ensure you’re meeting your fiduciary obligations under ERISA.
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The plan advisor’s role in reviewing and presenting recommendations to their plan-sponsor clients includes a series of steps, which begins with understanding the basics.
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While many concepts from the retail annuity market are the same in the retirement plan space, there are also many differences.
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Talking to plan sponsors about options for retirement plans requires asking clarifying questions and categorizing options based on the needs of the plan and its participants.