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May 21, 2024

Brad Campbell Discusses In-Plan Retirement Annuities Strategy With PLANSPONSOR

In “Mastering In-Plan Annuities,” PLANSPONSOR sought insight from benefits and executive compensation partner Brad Campbell on how details matter when adopting in-plan annuities.

“The fiduciary obligation is the same,” Campbell said. “Fiduciaries need to consider all of the relevant factors and then make a prudent decision. The process is pretty much the same structure as fiduciaries use for other investments. What differs are some of the individual inputs.”

Further, Campbell outlined a process that plan committees can consider when adding a retirement income product to their plan, from the preparation phase to discussing options with their clients.

The full article is available for PLANSPONSOR subscribers.

Full Article

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