Leverage the $9T In-Plan Annuities Opportunity - Before Your Competitors Do
Americans are deeply concerned about their financial futures—and our recent research highlights the urgency of addressing retirement income security.
The in-plan annuities market represents one of the most significant untapped opportunities in retirement planning, with 92% of participants wanting employer offerings despite only 3% current market awareness. For asset management firms, success requires navigating three critical challenges:
- Product Development
- Distribution Strategy
- Asset Management Integration.
The convergence of low current awareness (3%) with overwhelming latent demand (92%) creates a rare first-mover opportunity. Asset managers who establish clear strategic direction and market positioning now will benefit significantly as the market scales to meet this demand. Success in in-plan annuities requires early strategic clarity on target segments and distribution channels. Firms that move decisively while the market remains nascent will capture sustainable competitive advantages as participant awareness and adoption accelerate.
Read the first article in this series, In-Plan Annuities: Meeting the Demand for Guaranteed Retirement Income
