Retirement Plan Design: Don’t Forget a Plan For Retirement

Thursday, October 7, 2021
2:00pm – 3:00pm EDT

Participants not only need to save in their retirement plan—they need a plan for retirement. In-plan guaranteed retirement income can boost their retirement readiness and benefit your clients. Their success is your success—be proactive by delivering value through addressing retirement transitions. 

It’s critical to address retirement transitions. In this session, we’ll focus on participant needs and how you can bring retirement income in-plan. 

We’ll discuss:

  • Evolution of DC plans
  • Consumer demand for in-plan guaranteed income
  • Benefits to plan sponsors and participants
  • Guaranteed income options, with an in-depth review of guaranteed lifetime withdrawal benefit designs

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Matthew Eickman is not affiliated with Lincoln and the views expressed are not necessarily the views of Lincoln Financial Group.

Lincoln Financial Group affiliates, their distributors, and their respective employees, representatives, and/or insurance agents do not provide tax, accounting, or legal advice. Please consult your own independent professional as to any tax, accounting, or legal statements made herein.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.

LCN-3723885-081921
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PRESENTER
Ralph Ferraro
SVP, RPS Product Management
Lincoln Financial Group
PRESENTER
Matthew Eickman, J.D.
National Retirement Practice Leader
Qualified Plan Advisors
MODERATOR
Randy Myers
Senior Contributing Editor,
PLANADVISER Digital
ISS Media