In this short interview, Bonnie Treichel, Chief Solutions Officer of Endeavor Retirement and Founding Partner of Endeavor Law, explained how the SECURE Act has helped to pave the way for easier adoption of in-plan retirement income solutions. Treichel highlights that there is now a viable roadmap for plan fiduciaries which helps eliminate a crucial roadblock to offering lifetime income options in a DC plan. The interview covers three key tips on what you need to know.
See full interview here On the Money: SECURE Act (youtube.com)
For more information about retirement income, check out these resources:
- Retirement Income Consortium Resource Hub, available here
- Retirement Income Consortium, available here
- NAPA Retirement Income Certificate Program for Advisors, available here