Retirement income, annuities, 401(k) plans and decumulation, for advisors building income for clients. Selected by our editors.
16 videos and podcasts · new this week: 2
For wealth professionals who work with retirement plans or retirement policy, the episode packages research and policy discussion around 401(k) tax incentives and retirement security. It may be useful context for conversations about plan design, tax benefits and the direction of U.S. retirement policy.
For advisors weighing a move or feeling disconnected from their work, the episode offers a framework for separating environment and firm constraints from a loss of interest in clients. It also focuses on purpose-driven client conversations as a way to deepen trust.
The episode is aimed at advisors who are questioning their next move or considering a firm transition, and it frames that decision around whether the problem is the environment rather than the work itself. It offers practice-level framing rather than market or product content.
The episode collects the week's defined contribution news in one place for advisors who work with plan sponsors or try to turn plan relationships into wealth clients. Several items touch on regulatory enforcement, recordkeeping arrangements and retirement income adoption, all of which sit inside the plan advisor's remit.
It is a rare on-the-record account of how a large, well-funded pension is thinking about cashflow-driven allocation and the illiquidity premium, framed around concrete manager-selection questions rather than generalities. The discussion of stalled PE funds and credit versus equity in the same company is useful framing for anyone discussing private-markets liquidity with clients.
New manager videos, podcasts and our own retirement & income stories on My Desk and in your morning edition.
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