The New Table Stakes: “Unified Managed Income”

October 15, 2021 | Income Discovery

Published by Retirement Income Journal on October 14, 2021
Author: Kerry Pechter

Income Discovery was featured in a Retirement Income Journal article, discussing the growing demand for Unified Managed Income (UMI) – going beyond planning capabilities to issue paycheck in retirement instructions.

The article describes how UMI may make wealth management firms the go-to place for retirement income advice. It deepens advisers’ relationships with clients, which may make clients more likely to consolidate assets. The appeal for recordkeepers and plan sponsors and target date funds is the retention of assets in the plan. The recordkeepers can use UMI to win new plans and keep existing plans as clients.

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