Page 23 - DCAC November 2023 Files

How we develop and deliver

best-interest recommendations

Solutions to help participants pursue the retirement they imagine

Retirement planning doesn’t have to be difficult, but for many, retirement terminology can sound like a foreign language.
Help with retirement planning doesn’t have to be limited to professional advice that addresses a person’s retirement
planning needs. In addition to covering asset allocations, income in retirement and withdrawal strategies, such
assistance can also cover asset consolidation and options for keeping assets tax deferred during retirement.

A solution that addresses a participant’s unique situation includes:

• Rigorous collection of relevant data. Participants are encouraged to consider all options and
• Methodical and repeatable delivery their features and fees before moving any money
of recommendations. between accounts.

• Strict processes and procedures to ensure
compliance with the law.
• Access to licensed, trained professionals along

the way.

FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY.