Episode #44 – Resource Review – 401(k) Annuity Hub
Most advisors know guaranteed income is becoming a bigger part of the 401(k) conversation.
But when it comes to actually evaluating annuity options, it can get complicated fast.
In this episode of the 401k Best Practices (Ask the Experts) podcast, I sit down with Tamiko Toland, creator of the 401(k) Annuity Hub, to walk through a tool designed to simplify how advisors evaluate and implement lifetime income solutions within retirement plans.
The 401(k) Annuity Hub helps advisors sort through the growing number of annuity and lifetime income options — not from a product-first perspective, but from a plan design and decision-making perspective.
During our conversation, Tamiko walks through:
- How the platform works behind the scenes
- How advisors can filter and compare different lifetime income solutions
- How the tool supports documentation and a repeatable due diligence process
- Why evaluating annuities inside retirement plans requires a different approach than the retail space
If you’ve ever felt overwhelmed by the number of annuity options available — or unsure how to evaluate and document a recommendation — this is a resource worth exploring.
Mentioned in this episode:
- 401(k) Annuity Hub –401kannuityhub.com
- Watch the YouTube version of this episode here