This event will take place on Zoom Webinar. Please email broberts@naco.org with any questions regarding registration or login issues.

This presentation examines how recent Department of Labor guidance is shaping the use of Protected Retirement Income Solutions in Defined Contribution Plans including your NACo Deferred Compensation Program (457b). It highlights Plan fiduciary responsibilities, regulatory safe harbors, and key considerations for you as a Plan Sponsor or Participant in evaluating Lifetime Income Options. Through practical case studies, attendees gain insight into how plan sponsors can implement income‑focused solutions that address participant demand while supporting prudent fiduciary decision‑making. Also, as a participant, should these Lifetime Income Options be a part of my personal financial plan.

This webinar is brought to you by NACo EDGE, establishing people, purchasing, and performance cost-saving solutions that can be applied to counties nationwide. EDGE is owned by NACo, advised by county leaders and 100% focused on solutions for U.S. Counties. Learn more about NACo EDGE here.

Speakers

Headshot David Bazzel

David Bazzel

Product Specialist, Nationwide
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Ed Malone

Nationwide Sales Director, Franklin County, Ohio
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Carlos L. Greene

Managing Director of Retirement Services, NACo EDGE