Retirement Plan Advisory Group Overview

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Retirement Plan Advisory Group Overview

• Carrier-Driven Advisory Group
• Product Scope
• Group Annuity
• Hybrid Mutual Fund Retirement Account
• Information Sharing Scope
• Plan
• Contract
• Participant
• Work Output
• Industry White Paper
• Data Requirements
• Next Steps
• Establish Full Working Group Carriers,
  Distributors, Data Aggregators

Great West Mass Mutual
Guardian Nationwide (Group Chair)
ING Principal
John Hancock Sammons Retirement Group
Lincoln