))
Joe Hendrickson & Brian Lenz
Manage episode 374223606 series 2903282
Indhold leveret af 401(k) Specialist Magazine. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af 401(k) Specialist Magazine eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Lifetime Income Solutions in 401(k)s
Allianz Life’s Joe Hendrickson and AmericanTCS’ Brian Lenz Discuss Market Momentum
In-plan guaranteed lifetime income solutions, such as annuities, have received plenty of attention in the wake of the SECURE Act of 2019 and 2022’s SECURE 2.0 legislation, which made it significantly easier to add these types of solutions into 401(k) plans.
Here to talk about how these solutions are being adapted for defined contribution plans – and how they are being presented in the real world to 401(k) participants – we have Joe Hendrickson, Vice President of Strategy & Relationship Management at Minneapolis-based Allianz Life Insurance Company of North America (Allianz) and Brian Lenz, Chief Sales Officer at AmericanTCS, an early adopter bringing lifetime income options to plans sponsors and participants.
The discussion includes how the market is changing, how the solutions are being implemented at the plan-level, the challenges being faced in bringing these solutions to participants, and how to help them understand the products and the 5-year outlook for lifetime income solution adoption in the employer-sponsored retirement plan market.
100 episoder
Del
