Retirement Edge

Retirement Edge integrates with many well-known recordkeepers, custodians, distribution partners, 3(38) money managers and insurance carriers to seamlessly deliver managed accounts or self-directed protected income options for lifetime income within a defined contribution retirement plan.

• Combines 360° data integration with recordkeeping systems into a customizable environment
• Leverages standard industry protocols for annuity processing to facilitate connections with carriers
• Integrates in-plan & out-of-plan assets for a holistic view of lifetime income