PLANSPONSOR Roadmap: Retirement Tier Investing – Withdrawal Strategies
Experts will discuss the guidance and tools that plan sponsors can offer participants—systematic withdrawals, managed accounts, advice, annuities, etc.—for managing withdrawals from retirement accounts in a way that maximizes their longevity and sustainability. Speakers will also talk about how to work with recordkeepers and advisers to make sure these options work smoothly for participants and retirees.