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Product Opportunities in the Evolving Retirement Landscape

Retirement trends that explore major retirement developments.

Actions by the Department of Labor (DOL) and Social Security Administration (SSA) create new possibilities for plan advisors, sponsors, administrators and recordkeepers. Increasingly diverse investor interests call for a wider selection of product choices in retirement plans. Against the backdrop of turbulent markets and heightened competition, a new Broadridge article series helps make sense of it all.

Product Opportunities in the Evolving Retirement Landscape, the second article in our series on retirement trends, explores opportunities for plan advisors, sponsors, administrators and recordkeepers to increase plan assets under management by capitalizing on new rules, regulations and investor interests.

Download Article 2 to discover:

  • The ways the SECURE Act and the introduction of pooled employer plans can help incentivize small-business participation.
  • The potential role for annuities as a source of lifetime income within retirement plans. 
  • The democratization of alternative investments—and the prospects for their inclusion in plans per the SSA and DOL.

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