Case Studies in Retirement Income: The Plan Advisor’s Perspective

Blaine Aikin, AIFA®, CFA, CFP®
Founder and Principal
Fiduciary Insights

Vern Cushenbery
GoalPath Solutions, LLC

Schuyler Mann, AIF®, C(k)P®
Managing Director
Retirement Wellness Group

April 13, 2023

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 of participants in an environment where one size doesn’t fit all.