Conferences
Conferences
Decumulation: The Final Frontier

Decumulation: The Final Frontier

A SPARK Institute session led by IPXSM

November 5, 12:30 – 1:20 pm EST

This panel will discuss the process of integrating annuities into a DC plan as both an asset class during the final years of accumulation with optionality and as a potential retirement paycheck for life with certainty.

Hidden Fiduciary Risks You Need to Know Now

Hidden Fiduciary Risks You Need to Know Now

An Excel401(k) Session led by IPXSM

October 27th at 3:30 pm EST

Are you aware of all the fiduciary risks in retirement plans? Bring value to your clients when you share these little-known risks with them, and help them reduce their exposure while cutting plan costs.