ANNEXUS
RETIREMENT
SOLUTIONS

Leading the In-Plan Income Revolution

DRIVING A RETIREMENT
INCOME PARADIGM SHIFT

It’s time for a change. Over the last 20 years, attempts to deliver retirement income inside a defined contribution (DC) plan have fallen short because companies have viewed the issue through a single, proprietary lens and have tried to adapt existing products. Today’s income crisis is an integrated challenge that requires an integrated new solution. Annexus Retirement Solutions is revolutionizing DC plans by taking a smarter, multidimensional approach to design and delivering true innovation that defines this emerging need for income solutions.

DESIGNING INCOME INNOVATION

When you put the participant at the center of everything you do, the rest falls into place. Our design philosophy is focused on creating better participant experiences and enables us to provide stronger benefits and better outcomes, without compromising flexibility or control.

PARTNERING FOR BETTER OUTCOMES

Annexus Retirement Solutions has forged strategic partnerships with the industry’s top-rated carriers, largest investment managers and leading plan administrators to align and protect best interests, leverage interdisciplinary synergies and deliver stronger value, across the board. By engaging all stakeholders up front in the process, we deliver greater efficiencies and competitive advantages for every member of the DC value chain.

BUILDING ON A
FOUNDATION OF SUCCESS

Annexus Retirement Solutions is backed by Annexus, the leading independent product developer of index-based wealth management solutions. Annexus innovation has transformed the annuity industry – the company was named “Annuity Innovator of the Year” in 2017, 2018 and 2019. Annexus Retirement Solutions builds on that success in the individual retirement solutions market to deliver innovation and enhanced value in the DC plan space. Blackstone, one of the world’s leading investment firms, has made a strategic investment in Annexus to advance the companies’ shared vision of developing and distributing next-generation income solutions.

LEARN MORE ABOUT ANNEXUS

What Can We Do for You?

Explore Lifetime Income Builder — whether you want to include into your benefits plan, partner with us, or add to your sales toolkit.

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This website is intended for institutional retirement industry professionals.

• Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value

This website is intended for institutional retirement industry professionals.

This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt a financial strategy, or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person.

Lifetime Income Builder will be powered by an insured guaranteed income solution issued by an insurance carrier that the plan fiduciary has determined qualifies for the safe harbor provisions of ERISA section 404. All guarantees and protections are subject to the claims-paying ability of the issuing insurance carrier. Lifetime Income Builder does not directly participate in the stock market or any index. It is not possible to invest in an index. Withdrawals are subject to income tax, and withdrawals before age 59½ may be subject to a 10% federal tax penalty.