In-Plan Retirement Income: Revenue, Roles & Real-World Application
Date: August 21, 2025
Time: 2:00 pm - 3:00 pm EST
As in-plan retirement income strategies continue to gain momentum, plan advisors and home offices face critical questions for in-plan retirement income solutions:
- What is the right revenue model for making solutions available to clients?
- What tools and resources should be leveraged to evaluate available options?
- How do we ensure the right level of education for clients?
- How do we simplify these solutions for our plan sponsor clients?
Financial services expert David Montgomery and ERISA attorney Bonnie Treichel will engage in a discussion around these critical questions and beyond.
Following this Webinar, participants will be able to:
- Evaluate business models for implementing in-plan retirement income, including revenue-generating and revenue-neutral strategies.
- Compare home office engagement models, from advisor-driven to fully supported home-office strategies and understand how to apply each in practice.
- Develop Methods to translate complex options into simple messages for plan sponsors and participants through better education and communication strategies.
- Identify next steps and action items for integrating in-plan income into an advisory practice or platform strategy.
This live webinar is pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
This session is also pending 1 credit of the Ethics and Professional Responsibility component for IAR CE. NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA of any of its member jurisdictions.
