ABOUT
ANNEXUS RETIREMENT
SOLUTIONS

Driving an Industry Paradigm Shift

IT’S TIME FOR A CHANGE

Over the last 20 years, attempts to deliver an easy and effective retirement income solution have fallen short because providers – viewing the challenge through a single, proprietary lens – have focused on adapting their existing income products to fit a particular investment model.

Today’s retirement income crisis is a multidimensional challenge that requires an integrated approach to product development and design. Annexus Retirement Solutions is revolutionizing the market through a smarter approach that challenges traditional thinking to deliver true income innovation.

INNOVATIVE INCOME DESIGN

When you put the participant at the center of everything, all of the pieces fall into place. Our design philosophy is focused on helping drive better participant outcomes, without compromising flexibility or control.

PARTNERING FOR BETTER OUTCOMES

Annexus Retirement Solutions has forged strategic partnerships with some of 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’re empowered to develop and deliver solutions that offer greater efficiencies and competitive advantages for every member of the defined contribution (DC) plan value chain.

BUILT ON A FOUNDATION OF SUCCESS

Solving the retirement income crisis is a multi-dimensional challenge that requires an integrated approach, from solution development to organizational leadership. In forming Annexus Retirement Solutions, we assembled a team of highly successful leaders with a combined 175 years of experience in retirement plans, annuities and asset management.

Learn more about our team »

What Can We Do for You?

Whether you are a representative from a financial institution or a financial professional looking to offer your clients innovative solutions, we look forward to helping you. Contact us today to learn how you can leverage Annexus Retirement Solutions to help build a more secure financial future.

Patent Pending
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 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.