Retirement Income Consortium Resource Hub

posted April 27 2023

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The Retirement Income Consortium has set out to educate the industry on managing retirement income in defined contribution plans. What you can find in this resource hub has been curated to offer you insights into product spotlights from well-known carriers, informational resources, educational webinars and more.

Retirement Income Consortium

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Evaluating Retirement Income Strategies for Defined Contribution Plans

Frameworks for Adding Retirement Income to Your Plan

“How to” Implement Retirement Income Solutions – From the Advisor’s Perspective

“How to” Overcome Objections to Retirement Income

Lessons Learned from Retirement Income in 2024 and Beyond

Plan Sponsor’s Guide to Retirement Income Solutions

“How to” Analyze Fees Associated with Retirement Income Solutions

How to Compare Retirement Income Solutions

Retirement Income Solutions: Guiding Plan Sponsors on the Path from Education to Implementation

Glossary of Terms

Advisor playbook for retirement income solutions

Prudent Practices for Retirement Income Solutions, Second Edition

Participant Guide: Why Retirement Income Matters to You

Participant Guide: Why Retirement Income Matters to You (Customized)

The DOL’s Fiduciary Proposal: How Fiduciary Standards Will Apply to Retirement Income Solutions

Portability, Expense, and Complexity: Reshaping Perception of the Top Objections (a three-part series)

Practices for Providing Retirement Income to Participants in Defined Contribution Plans: By Fred Reish

Solution Spotlight: Faegre Drinker Biddle and Reath LLP

Solution Spotlight: AllianceBernstein

Investment Policy Statement: A Fiduciary’s Guide

Case Studies in Retirement Income: The Plan Sponsor Perspective

Institutionalizing Retirement Income in the Defined Contribution System—a Pathway to Success

Case Studies in Retirement Income: The Plan Advisor’s Perspective

Frequently Asked Questions: Incorporating Retirement Income Solutions Into Defined Contribution Plans

Language Matters: An Advisor’s Approach to Retirement Income

Social Security, Your Clients Largest (Underappreciated) Asset Hiding in Plain Sight

First Look: A Fiduciary-Focused Framework for Retirement Income Solutions

The Advisor's Role in Retirement Income

Prudent Practice for Plan Fiduciaries – Retirement Income

In Plan Retirement Income: Why Now?

Essential Retirement Income Concepts

Introducing the Retirement Income Consortium