Retirement Income Consortium
Empowering the adoption of guaranteed income options within retirement plans.
To help accelerate the adoption of guaranteed income solutions in retirement plans, Broadridge has launched the Retirement Income Consortium. The initiative brings together comprehensive expertise in an effort to help make retirement security a reality for all Americans.
As part of its mission, the Retirement Income Consortium has set out to educate the industry on the various components and drivers of in-plan retirement income. Register for an upcoming event to learn more. Or, explore these resources:
Case Studies in Retirement Income: The Plan Advisor’s Perspective
In-plan retirement income solutions took a major step forward with the legislative push of SECURE Act of 2019 and SECURE 2.0, but advisors remain as the gateway to the success of these solutions. This webinar features two plan advisors who have worked together to implement in-plan retirement income solutions for plan sponsors of all sizes. They share how technology can help advisors scale to meet the changing needs to participants in an environment where one size doesn’t fit all.
Prudent Practices for Retirement Income Solutions
Read this detailed guide to learn how you can prudently evaluate, select, and oversee retirement income solutions in qualified defined contribution plans.
Click here to join two plan sponsors that have implemented in-plan retirement income solutions. Though they approached it in a different way, they share the challenges and opportunities that in-plan solutions presented to their participant community.
Click here to review participant perspectives, current retiree needs, and potential institutional solutions. The presetners debunk some common misperceptions about in-plan solutions, while showcasing a direction and path for the future.
Click here to learn from 2022 Retirement Plan Advisor of the Year George Fraser to discuss how he approaches the participant education and communication strategy to achieve the best outcomes.
Click here for a preview of the Prudent Practices for Retirement Income Solutions. You’ll get an understanding of fiduciary best practices and considerations along with practical guidance for solution selection – all within the context of current market dynamics.
Click here for a discussion around why Social Security could be an underappreciated benefit, your fiduciary responsibilities, unique claiming strategies, and specific situations that impact Social Security benefits.
Click here to learn practical considerations for the roles and responsibilities that advisors and consultants may take with in-plan retirement income solutions.
Click here to watch experts discuss practical tips for selection and monitoring of in-plan retirement income options.
Click here for an overview of how in-plan solutions differ from the retail annuity market and how this can benefit participants in a retirement plan.
Click here to gain an overview of retirement income as a concept. Presenters explore the forces driving retirement income and why now is the time when it hasn’t been successful historically.
Click here to learn about the Retirement Income Consortium. You hear about its multi-year plan to educate advisors and plan sponsors as well as create a fiduciary framework for retirement income solution evaluation.
The Retirement Income Consortium: