Offered by Key Features Platform availability GMWB Trans Lincoln PRU Emp Voya JH others Downside protection upside market participation guaranteed income at high water mark enables more aggressive investment mix ID: 697066
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Where are we today
Type of Product / Service Offered byKey Features Platform availability GMWBTrans, Lincoln, PRU, Emp., Voya, J.H. others Downside protection, upside market participation, guaranteed income at high water mark, enables more aggressive investment mix. Insurers, RICC middleware, SPARK files, RK relationship Deferred Fixed Annuity (in-plan)Principal, MM, M of O, TIAA contributions and transfers buy a future guaranteed income stream at current rates. COLA offered Insurers, SPARK files, RICC Immediate fixed Annuity (in-plan) Various plans and Ins Co. Plan Sponsor selects Ins Co through Fid process. In-plan fixed income annuity is issued to planNot necessarily integrated to RK Managed Payout Service Financial Engines , Morningstar Manage account in drawdown phase. Continuation of Investment advice service. Not Gteed. Regular retirement check. Any with F.E. or M* is available Payout FundsTrowe, Vanguard, Fidelitydiversified portfolios make monthly payouts and adjust them to account for market fluctuationsNot currently offered Inst marketHueler or marketplace AIG, Lincoln, M of O, NW Symetra, others Inst platform of multiple Insurers that compete for immediate fixed and deferred income annuity. Multiple partners / RKs Custom Approach Alliance Bernstein Same as GMWB above except three insurers back the offering with quarterly bidding on rate All platforms willing to customize. Mega Mkt.
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