Case Studies in Retirement Income: The Plan Sponsor Perspective

Date: March 14, 2023

Time: 2:00 pm - 3:00 pm EST

In-plan retirement income solutions took a major step forward with the enactment of the SECURE Act in 2019, but even before the SECURE Act, plan sponsors began the successful implementation of in-plan solutions. This webinar will feature two plan sponsors that have implemented in-plan retirement income solutions. Though they approached it in a different way, they will share the challenges and opportunities that in-plan solutions presented to their participant community. 

Following this Webinar, participants will be able to:  

  • Methods for communicating with the plan sponsor, particularly focusing on in-plan retirement income solutions
  • Ways to manage complex change with the fiduciary committee
  • The importance of the qualified default investment alternative (QDIA)
  • Strategies for getting to the heart of what participants really want (and need) for a successful retirement
  • Approaches to ensure a successful retirement income implementation

This webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI.

Register Today

Let’s get to work. Connect