How to Add In-Plan Guaranteed Income: Wealth@wor(k) 2021

How to Add In-Plan Guaranteed Income: Wealth@wor(k) 2021

Keynote speaker Glenn Dial speaks at Wealth@wor(k) on Monday The passage of the SECURE Act in 2019 removed the last barriers facing plan sponsors’ adoption of “in plan” guaranteed income features.

With the SECURE Act providing safe harbor to include annuity products within 401k plans, the floodgates are opening and advisors are scrambling to gauge plan sponsor and participant interest in adding guaranteed income opt ions—and figuring out the best way to do so.

This timely topic was the subject of the opening keynote presentation at the Wealth@wor(k) conference in Nashville, Tenn., on Monday morning.“This is going to change things. We […]

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