Rethinking Retirement Through New Vehicles
Includes a Live Web Event on 08/12/2026 at 12:00 PM (MDT)
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This webinar will explore how evolving retirement needs are reshaping the role of advisors and insurance professionals, with a growing emphasis on delivering income that lasts throughout a client’s lifetime—not just managing assets through accumulation. As guaranteed retirement income options become more widely available within 401(k) plans, advisors have a unique opportunity to expand their value by helping clients stay in-plan rather than defaulting to rollovers. We will discuss why this shift is gaining momentum today, what in-plan guaranteed income solutions look like, and how they compare to traditional out-of-plan strategies. The session will also highlight practical best practices for evaluating and positioning these options, enabling advisors to better support long-term client outcomes while strengthening ongoing relationships beyond retirement.
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Retirement Savings and Income Planning
CFP Board CE Credit Hours:
- Navigate Regulatory Shifts: Understand SECURE Act provisions driving 401(k) in-plan income adoption.
- Evaluate Income Vehicles: Compare guaranteed, non-guaranteed, and hybrid solutions to traditional rollovers.
- Evolve Your Practice: Transition from asset gatherer to retirement income planner using actionable frameworks.
Stephen J. Resch
VP Retirement Strategies
Finance of America
As Vice President of Retirement Strategies at Finance of America, Steve leads the education and training programs for financial professionals about the strategic use of home equity within a comprehensive financial plan.
Steve’s career in financial services spans over 37 years, where he’s served as an investment analyst, educator, and an independent wealth advisor since 1994. His practice often incorporates home equity strategies to help safeguard and enhance retirement and legacy objectives for his clients.
Steve is recognized as a subject expert source and interviewed by media outlets including the TheStreet, MarketWatch, and many others. He is a frequent speaker at both national and regional professional conferences.
Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
CEO of Bryn Mawr Captial Management and Chief Wealth Officer of Byrn Mawr Trust and WSFS
Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS and Bryn Mawr Trust. Jamie is also the author of the new best seller, Your Retirement Sketchbook.
Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate. Hopkins earned a master’s degree in financial planning from The American College of Financial Services and a master’s degree in business administration from Villanova University.
A Wall Street Journal best-selling author, educator, and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.
Bonnie Treichel, JD
Founder and Chief Solutions Officer
Endeavor Retirement
Bonnie Treichel, JD, is the Founder of Endeavor Law and Founder and Chief Solutions Officer of Endeavor Retirement, where she helps advisors and plan sponsors navigate ERISA compliance, governance, and retirement plan strategy. A nationally recognized speaker and award-winning thought leader, she is co-author of Your Retirement Sketchbook and serves on the Board of the FinServ Foundation. She was awarded InvestmentNews 40 Under 40 in 2023, the ABA’s On the Rise - Top 40 Young Lawyers Award in 2022.
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