Wednesday, April 16th, 2025 A topical newsletter from PLANSPONSOR Retirement Income A collection of articles about how plan sponsors are helping their employees plan retirement income. SPONSORED AD Opinions Don’t Forget Decumulation: 3 Key Pillars for an Effective Retirement Income Solution Each pillar is key to building a robust retirement offering that not only meets fiduciary standards but can also help enhance employee satisfaction and retention, writes a Morgan Stanley executive. Benefits Milken Institute Offers ‘Next Steps’ to Increase Access to In-Plan Lifetime Income Solutions The think tank advocated in a recent paper for labeling in-plan lifetime income solutions as distinct asset classes, as well as refining safe harbor language. Data and Research T. Rowe Price Finds Social Security Knowledge Gaps Many workers do not understand the benefits of delaying their claim of Social Security benefits and ‘full retirement age.’ Investing BlackRock’s Fink: Private Assets Could Raise Retirement Funds by 14.5% In his annual chairman’s letter, Larry Fink wrote about the benefits of infrastructure investment in an attempt to ‘cut through the fog’ and influence 401(k) providers. Data and Research Rollovers Fuel Traditional IRAs, While Contributions and Conversions Boost Roth Accounts Households with Roth IRAs were found to contribute more to their accounts than were those with traditional IRAs, a new report from the Congressional Research Service found.  Products TIAA Expands Lifetime Income Access Through IRAs Working Americans can now gain access to TIAA’s fixed and variable annuity products through the company’s individual retirement accounts. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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