Recordkeeper Distribution, Round Two: What's Changed in the Income Landscape

Among recordkeepers, income solutions are gaining momentum in workplace retirement plans, with recordkeepers proactively investing in systems and staff training at a pace few predicted two years ago. Join us for a conversation to discuss the latest findings and implications from the second iteration of the RRC’s Recordkeeper Distribution study.

Our expert speakers represent the income landscape across insurers, recordkeepers, advisors, and product providers. Together, they'll unpack:

–How income solution availability (SPIA, DIA, GLWB, and more) and success metrics have changed over the past two years

–Recordkeeper sentiments of a ‘moving target’ with participant adoption and the potential of advisor advocacy

–Solution availability gaps in small and mid-markets, including distinct attitudes from fintechs towards guaranteed income

With momentum building in infrastructure and resources from the DC system, what could the next two years look like if participant adoption caught up?

This discussion will be held via Zoom Webinars– look for the link to join in your confirmation email after registering.

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