Public Access: Beginning in 2024, the DCIIA Retirement Research Center (RRC) conducts a biennial study to measure recordkeepers’ changing perspectives and priorities when it comes to offering retirement income solutions. The study aims to build a more complete picture of their attitudes towards guaranteed and non-guaranteed solutions, future plans for implementation, and rationale behind both action and inaction related to

Beginning in 2024, the DCIIA Retirement Research Center (RRC) conducts a biennial study to measure recordkeepers’ changing perspectives and priorities when it comes to offering retirement income solutions. The study aims to build a more complete picture of their attitudes towards guaranteed and non-guaranteed solutions, future plans for implementation, and rationale behind both action and inaction related to retirement income solutions.

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing retirement income in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “retirement income” for other papers in the series and additional resources and updates.

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing retirement income in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “retirement income” for other papers in the series and additional resources and updates.

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing retirement income in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “retirement income” for other papers in the series and additional resources and updates.

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing retirement income in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “retirement income” for other papers in the series and additional resources and updates. The DOL may provide further clarification and support or the adoption of lifetime income solutions as it finalizes the proposed regulations. This paper will be updated periodically as the situation evolves.

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