Description
Retirees are increasingly relying on income from DC assets and the retention of retiree assets has become increasingly more important to plan sponsors. However there is confusion about what the term “Retirement Income” means and how to evaluate a plan’s ability to provide what participants’ need when they retire. This presentation reviews the retirement plan landscape, illustrates the retirement income opportunity, and offers recommendations for plan sponsors to consider as they seek to offer solutions that help participants achieve their retirement income objectives.
Learning Objectives
As a result of this attending this program, the attendee should be able to:
• Understand the current retirement plan landscape and retirement income opportunity
• Recognize the shortcomings of current retirement plans and the prevalent "to retirement" mentality
• Analyze current DC plan structure/objectives and apply retirement income solutions in order to attain a "through retirement" approach