Wednesday, March 17th, 2021
A biweekly topical newsletter from PLANSPONSOR
Income in Retirement
A newsletter to inform defined contribution (DC) plan sponsors about various options to help participants create retirement income and to help sponsors decide which options to offer their participants.
Annuities Aren’t the Only Option for Generating Retirement Income
Annuity adoption lags, but there are other ways to help retirement plan participants prepare for income in retirement.
Retirement Income: Key Considerations
Peg Knox, with the Defined Contribution Institutional Investment Association (DCIIA), says DC plans need to evolve to prepare participants to convert their assets into retirement income.
Plan Sponsor Roundtable: Retirement Income Is the Outcome
Plan provisions and advice tools can help participants turn their savings into reliable retirement income.
Retirees and Near-Retirees Need an Annual Financial Checkup
Retirement plan sponsors can remind participants to review their finances and provide resources for them to do so.
In-Plan Guaranteed Annuities
What to consider if you’re thinking about adding a guaranteed income benefit.
Deciding Whether an Annuity Is Right for Your Plan Participants
Plan sponsors should look at participant needs to determine whether annuities would be a fit for their plan and, if so, which types of annuities meet those needs.
Details About SECURE Act’s PEP and Lifetime Income Provisions
Open MEPs are now PEPs, and additional guidance is needed about requirements for PEPs and other provisions of the SECURE Act.
Did someone forward you this newsletter?
to get PLANSPONSOR Spotlight directly in your mailbox!
©2021 Asset International Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850