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“How to” Compare Retirement Income Solutions
Date: May 2, 2024
Time: 2:00 pm - 3:00 pm EST
Retirement income solutions are making their way into the marketplace and advisors are taking note; however, many retirement plan advisors are faced with the question of “how do I compare these solutions?” Join this webinar to look at the tools and resources in the retirement plan marketplace that are becoming available to conduct due diligence on retirement income solutions and document the initial and ongoing review.
By the end of the session, financial professionals will be able to…
- Understanding the fiduciary requirements under ERISA and the optional Safe Harbor to prudently select and monitor Retirement Income Solutions.
- Identify tools and resources available in the marketplace for evaluating Retirement Income Solutions.
- Determine action steps for prudent selection and monitoring of solutions.
This webinar is pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
