In-Plan Annuity Uptake May Still Depend on Advice: Sri Reddy

Conversation September 16, 2024 at 01:21 PM
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What You Need To Know

  • Some predict that in-plan annuities will be huge.
  • Getting workers to take up anything optional may be difficult.
  • Older in-plan annuitization options had takeup rates under 5%.
Sri Reddy. Credit: Principal