Michael Finke

As pandemic restrictions evaporate and the U.S. economy looks to fully reopen, many 401k-focused advisors are predicting big things for the rest of 2021 as plan sponsors and participants refocus on retirement-related issues.

And they’re not the only ones focused on retirement issues this year, as lawmakers in Washington D.C. continue to build momentum toward passing more significant retirement reform legislation looking to build on 2019’s SECURE Act.

For expert insight on advisor opportunities this year and the most impactful regulatory changes likely to impact 401k plans, we talk with renowned retirement expert Michael Finke, Ph.D., Professor of Wealth Management at The American College of Financial Services.

Finke hits on topics like why we’re entering a new stage of “Retirement 2.0” in terms of QDIAs, the need to develop higher-quality in-plan retirement income solutions, why SECURE 2.0 might actually become law before the end of this year and how the RMD provision helps its chances, and a quick “review” of new-look Social Security statements.

Sponsored by John Hancock Investment Management. To get more information on the John Hancock “State of the Participant 2021” white paper click here.