Lifetime Income Features in a 401(k) Plan

Original Air Date: November 13, 2021

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.

Read the Article: https://www.henssler.com/lifetime-income-from-a-401k-you-may-want-to-think-again