Bridging The Gap Between
Institutional and Retail
Annuity Due Diligence with
ERISA Expert Standards
Read Our New Participant Education e-Guide www.RetirementSoon.org
Because Prudent Annuity
is More Qualitative than Quantitative
Common fiduciary concerns
about annuities include:
We get it.
We're fiduciaries too.
Every annuity is a nearly unique mixture of
capital markets exposures.
Key questions to ask about each contract:
1) Which risks do insurers take?
2) Which risks do consumers keep?
We combine 60 years of experience
to help dissect this.
ARC Offers Multiple Value
Propositions For Plans & Their Advisors
We help develop a retirement plan benefit so employers can proudly say...
"We care about what
happens to you after retirement too!"
Where To Begin?
WE SUGGEST TRIAGING THE MOST URGENT NEED:
EMPLOYEES RETIRING THIS YEAR AND NEXT
We're working with plan advisors to provide guidance on a topic many people say is a top priority:
AGING IN PLACE
Our content about this is called
Unbiased Participant Education
WE PROVIDE EDUCATION ON HOW TO SAFELY FIND LIFETIME INCOME I
Unbiased guidance is needed for near retirement participants about Immediate Annuities, such as understanding where they fit and how to evaluate SPIA platforms either inside or outside the plan.
A Boutique-Size Firm with
A Custom Service Menu
Our process is engineered to meet and exceed the DOL Safe Harbor Section 404(e).
We can help in more than one way:
Hourly Consulting (Non-Fiduciary)
We customize every client engagement to you, your plan, and your participants.