Case Study: Lifetime Income Features in a 401(k) Plan
Case Study: Lifetime Income Features in a 401(k) Plan

Case Study: Lifetime Income Features in a 401(k) Plan

🌹J E Y J E Y 🌹

17 min
Business & Finance
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<p>Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to discuss 401(k) participants’ interest in a lifetime income feature to their plans. They talk about what that might look like, the fiduciary concerns, and if it is even a good option for the investors.</p><p>Read the Article: <a href='https://www.henssler.com/lifetime-income-from-a-401k-you-may-want-to-think-again'>https://www.henssler.com/lifetime-income-from-a-401k-you-may-want-to-think-again</a></p>

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susan88

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