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Decoding the Plan Participant Portability Challenge
Manage episode 450650593 series 3461748
The American Retirement Association에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The American Retirement Association 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Why is portability so important for retirement plan participants? And how does it apply to in-plan guaranteed lifetime income solutions like annuities?
We speak with Gordy Stead, Director of Institutional Sales at Allianz Life Insurance Company of North America. He joins us to discuss the importance of portability in retirement savings as we explore the unique challenges and considerations when it comes to in-plan guaranteed lifetime income solutions.
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Disclosure
Research cited in this podcast:
- Allianz Life conducted an online survey, the 2024 3Q Quarterly Market Perceptions Study, in August 2024 with a nationally representative sample of 1,005 individuals age 18+.
- U.S. Bureau of Labor Statistics, January 2022
- Trends in Public-Sector Employee Tenure, 2000-2022, Public Retirement Research Lab, 2022
Allianz Life Insurance Company of North America has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products.
Allianz Life Insurance Company of North America does not provide financial planning services.
Allianz Life Insurance Company of North America is not affiliated with NAPA
Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.
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