Wednesday, January 22nd, 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 Products TIAA, Nuveen Target-Date Annuity Strategies Hit 1M in Accounts The news follows BlackRock’s announcement last week that its annuity-embedded TDF product has accumulated more than $16 billion in assets under management. Products Prudential Announces Product Partnership With Dimensional Fund Advisers, FIDx The collaboration will allow for lifetime income strategies to be incorporated into managed accounts. Compliance 3 New QDIA Recommendations Approved by ERISA Advisory Council The council aims to establish a safe harbor for IRA investment rollovers and to enhance participant education on retirement plan income options. Data and Research Plan Sponsors Understand Need for Guaranteed Income, but Lack ‘Annuity Fluency’ Employers not planning to offer an in-plan annuity option cite a lack of understanding as their top barrier for implementing a solution, according to a new survey from provider TIAA. Benefits Rothification, AI Advancements Among Expected Retirement Plan Trends for 2025 The head of institutional investor advice at Vanguard shares her predictions for retirement plan trends next year. Opinions Retirement Income Stands Out as a Rare Consensus Focus for Politicians Both major political parties and the business community agree on the need for solutions to help address challenges around income in retirement, and they’ve taken action to address them. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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