The Hidden Connector: Understanding Middleware’s Role in Retirement Income
Date: October 23, 2025
Time: 2:00 pm - 3:00 pm EST
As in-plan retirement income solutions evolve, a critical but often overlooked component—middleware—is quietly shaping the future of implementation and participant outcomes.
This session will demystify middleware’s role in the retirement ecosystem, exploring how it acts as a bridge between recordkeepers, insurance companies, asset managers, and plans to enable scalable, efficient retirement income solutions. We’ll begin with a look at historical examples of middleware-like technologies, and how they’ve matured over time. Then, we’ll define what middleware is, how it solves key operational and communication challenges, and why it’s essential for delivering retirement income at scale.
Following this webinar, attendees will gain insight into:
- The maturity scale of middleware in retirement income solutions and how it compares to past innovations.
- Middleware’s function and value proposition in retirement income solutions’ delivery.
- How plan sponsors and advisors interact with middleware in practice.
- Key players in the middleware space and what each is doing to advance the field.
- Actionable next steps for firms, plan sponsors, and advisors looking to engage with middleware solutions.
