October 2022 / RETIREMENT INSIGHTS
Retirement Income Framework
This process is designed to help sponsors identify retirement income solutions that merit further exploration and rule out less suitable approaches. By bringing focus to resources that are already provided or available to the plan, you can more easily evaluate the merits of new investment solutions for retirement income.
STEP 1: Establish baseline plan objectives, participant needs and preferences, and possible limitations
STEP 2: Complete the income evaluation framework to assess single-asset, multi-asset, and annuity-based options
STEP 3: Further exploration by applying due diligence to services and solutions identified
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