PLANSPONSOR Roadmap: Retirement Income—Navigating the Retirement Income Landscape

Speakers will give an overview of retirement income structures—in‑plan vs. out‑of‑plan, guaranteed vs. nonguaranteed—and discuss the primary trade-offs. Hear what is required and what is optional under ERISA’s fiduciary duties and how to document a prudent decisionmaking process. Plan sponsors and advisers will learn how to develop a framework for evaluating income options—understanding the risks and the benefits.