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Evaluating Retirement Plan Lifetime Income Solutions

With the growing popularity of lifetime income products such as annuities, more and more retirement professionals are being asked to consider their merits for inclusion in retirement plans. However, there are very few comprehensive guides for professionals that evaluate how to assess lifetime income options. Because of this discrepancy, Spencer Look, associate director of the Morningstar Center for Retirement & Policy Studies, created this framework for consideration in evaluating lifetime income solutions for retirement plans.

What’s Inside:

  • Six factors to consider in evaluating a lifetime income solution
  • How lifetime income solutions can serve plan participants
  • How a lifetime income solution may fit into your retirement plan

Take me back to The Morningstar Center for Retirement & Policy Studies.

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