Planadviser
Planadviser

Institutional Plan Consultants: Nearly 90% of Clients Want Income Solutions

PLANADVISER Spotlight: Retirement Income - June 12, 2024 Also, Could Majority of TDFs Include Income Annuity in 10 Years?
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Wednesday, June 12th, 2024
A biweekly topical newsletter from PLANADVISER
Retirement Income
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DATA & RESEARCH
Institutional Plan Consultants: Nearly 90% of Clients Want Income Solutions
PIMCO's survey of DC plan consultants noted clients seeking a suite of both non-guaranteed and guaranteed income options.
PRODUCTS & SERVICES
Could Majority of TDFs Include Income Annuity in 10 Years?
Recordkeeper builds and government backing will be key elements of TDFs with annuity options taking hold, according to a panel at the PLANSPONSOR 2024 National Conference.
COMPLIANCE
ERISA Contributed to DB Plan Decline, Experts Say
The replacement has been an undefined system largely managed by individuals, according to experts discussing ERISA 50 years on.
CLIENT SERVICE
LIMRA Says Advisers Key to Driving In-Plan Annuities
Advisers will play a critical role in working with sponsors if the product offering is going to get traction, insurance trade association research head says.
DATA & RESEARCH
Addressing Changing Attitudes Toward Retirement Planning
Today's savers are preparing for retirement differently from their parents and grandparents, Nationwide finds.
PRODUCTS & SERVICES
Vetting of QDIAs Is Crucial as Options Proliferate
Fiduciaries must have a strong process to determine the best qualified default investment alternative for their plan's participants, said a panel at the PLANSPONSOR National Conference.
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