World Investment Advisors (formerly Pensionmark) reposted this
Helping participants navigate retirement income decisions is crucial for a secure financial future. Whether a DC plan offers income solutions or not, having a strategy in place is essential. Industry experts stress the importance of plans offering a variety of products, solutions, tools, and services to assist participants nearing retirement. The upcoming panel discussion will delve into the options available to plan sponsors, shedding light on how required minimum distributions factor into retirement strategies. Attendees can look forward to valuable insights on selecting the most suitable offerings. 🎤 Moderator: Shelly Horwitz, Managing Director at Pensionmark 🌟 Panelists: - Bruce Lanser, Senior Retirement Plan Consultant at UBS - Sam Moroni, Senior Wealth Strategy Associate at UBS Financial Services - Joshua Weinstein, Vice President of Retirement Income Experiences at Fidelity Investments Stay informed, gain knowledge, and make informed decisions about retirement income planning. Join us for this insightful session! #RetirementPlanning #IncomeStrategies #FinancialSecurity #RetirementIncome #IndustryExperts #PanelDiscussion #PLANSPONSOR2024
