Retirement Plan Stakeholders - Income Discovery: For a Full & Rich Retirement

Confident Retirement Income for Every Retiree.

Income Discovery is optimal for retirement recordkeepers and institutions. Generate tailored allocation to annuities and retirement lifetime income strategies in seconds, with built-in tax optimization and automated execution.

Personalized Retirement Income

Household-level planning at scale
Easy-to-use interface supports high-volume environments
Dynamic income monitoring with SafePath^SM
Tax-optimized withdrawal sourcing from qualified and non-qualified accounts
Education-based distribution strategies to increase rollover conversion

Seamless Integration for Institutions

Full integration via API or UI

Scalable tools with white-label flexibility for brand continuity

SOC 2 Type II certified process and infrastructure

Modular platform: strategy, execution, and monitoring all in one

How it works

Deliver retirement income solutions that benefit both retirees and recordkeepers—supporting asset retention while strengthening plan competitiveness and driving potential new revenue through asset consolidation.