A Diversified Income Strategy: Why It's Important For Your Employees

Tuesday, April 6, 2021
2:00pm – 3:00pm EDT

This webcast discusses the importance of income diversification and how to incorporate into retirement income strategies. It highlights the four key retirement risks and lifetime income sources that can help fortify a diversified retirement income strategy for participants. We will present insights from our latest 2020 Retirement Insights Survey along with research from Morningstar to show how “income diversification” on average can provide retirees with 20% more certainty-equivalent income in retirement. These insights strongly suggest that in-plan annuities should be considered as part of a retirement income strategy.

Many organizations are making changes to their retirement plan investment menus to add retirement income solutions

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PRESENTER
Benjamin Goodman
Vice President
Annuity Center of Excellence
PRESENTER
Dan Keady, CFP®
Managing Director
Chief Financial Planning Strategist
MODERATOR
Rebecca Moore
Managing Editor, PLANSPONSOR Digital
ISS Media