A Method for Comparing Retirement Plan Annuities

PlanAdviser
January 06, 2023

John Faustino, the head of Fi360, a Broadridge company, discusses new guidance to help advisers pitch in-plan retirement income annuities in a year when the products may be getting more attention. He has been working toward the use of annuities as guaranteed income solutions in DC plans through Broadridge’s Retirement Income Consortium. The group includes leading annuity providers Allianz, Nationwide and TIAA, as well as data and analytics firms that work with advisers, including Fi360, Cannex and Fiduciary Insights.

 

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