Surveys show participants want it—and (other) surveys show plan sponsors are considering it.
That focus is all about retirement income offerings—but as retirement plans evolve and the landscape of retirement income solutions continues to expand, how does an advisor keep up with all of the options?
At the 2024 NAPA 401(k) Summit, we’ve got a special workshop titled “Better Income Outcomes” from the nation’s leading voices and first-hand experts—on what you can—and should—consider among the options currently available—and those on the way.
They’ll discuss how to effectively compare different in-plan retirement income solutions to ultimately help your clients make informed decisions, including discussion and insights regarding:
- The benefits and demand for income solutions from participants
- The plan sponsor challenges and rationale reasons for having in-plan solutions—not just for decumulation but for alpha generation
- The challenges of portability
- How advisors can be educated—and then educate—and advocate what is needed
Don’t forget to sign up for the NAPA 401(k) Summit—April 7–9—early bird rates end JANUARY 31!
