Real Talk: Advisors Share In-Plan Retirement Income Insights
Date: June 26, 2025
Time: 2:00 pm - 3:00 pm EST
Join us for a candid conversation with financial advisors who are leading the way in talking to their plan sponsors about in-plan retirement income solutions. In this advisor-led webinar, you’ll hear directly from peers in the field about their real-world experiences working with plan sponsors and participants to bring retirement income options into defined contribution plans. Whether you're just beginning to explore in-plan income or actively evaluating solutions, this session will give you practical insights and perspectives from those who’ve done the work.
By the end of the session, attendees will learn:
- How advisors are approaching conversations with plan sponsors around guaranteed income.
- Lessons learned in aligning participant needs with plan design decisions.
- What implementation really looks like—challenges, opportunities, and success stories.
- The evolving role of the advisor in helping participants transition from saving to spending.
This Webinar is pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
