Americans are deeply concerned about their financial futures—and our recent research highlights the urgency of addressing retirement income security.
Plan sponsors play a critical role in overcoming educational challenges related to in-plan annuities. Survey findings reveal that a vast majority of participants believe plan sponsors should provide educational training and assessment tools to help determine whether in-plan annuities are appropriate for their individual situations.
Our in-depth conversations with participants revealed several promising strategies for improving educational effectiveness:
- Consistent Financial Advisor Engagement
- Interactive Planning Tools
- Practical Demonstrations
Plan sponsors who tackle these challenges strategically position themselves to create meaningful competitive advantages while genuinely improving participant retirement outcomes.
Read the Full Article
Read the first article in this series, In-Plan Annuities: Meeting the Demand for Guaranteed Retirement Income
Read the second article in this series, Leverage the $9T In-Plan Annuities Opportunity - Before Your Competitors Do
Read the third article in this series, Recordkeepers: Are You Ready to Build the Future of In-Plan Annuities?
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