Rethinking Retirement Through New Vehicles

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.