Calendar

14

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.

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