PLANSPONSOR - September - October 2023 - 9
Allianz Life Insurance Company of North America
ALLIANZ LIFETIME INCOME+® FIXED INDEX ANNUITY
Help drive better participant outcomes
with personalization + protection
Seeking a solution for today's retirement risks? Delivering Allianz Lifetime Income+® Annuity
through a managed account could be one approach.
Managed accounts
* Tailored personal advice
* Professional management
* Disciplined process
* Depth of investment knowledge
* Convenience
* Tax efficiency
Allianz Lifetime Income+® Annuity
* Guaranteed lifetime income
* Potential for income increases to help address inflation
* Depth of retirement income experience
* Flexibility
* Portability
This powerful pairing, available as a Qualified Default Investment Alternative (QDIA), provides the protection of
guaranteed lifetime income plus personalized advice from the managed account provider for a protection solution
tailored to the participant's needs.
With seamless integration and a fully digital enrollment, guidance, and service experience, it's a modern solution for
today's retirement risks.
→ SEE HOW IT ADDS UP
866.604.7516 option 2
For institutional use only - not for use with the public.
Fixed index annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, tax
deferred accumulation potential, and the reassurance of a death benefit for beneficiaries.
Increasing income potential is provided through a built-in rider at no additional cost. Any distributions are subject to ordinary income tax and, if taken prior to age
59½, a 10% federal additional tax.
Allianz Life Insurance Company of North America (Allianz) does not offer financial planning services.
Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. (C64712-MVA)
Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.
* Not FDIC insured * May lose value * No bank or credit union guarantee * Not a deposit * Not insured by any federal government agency or NCUA/NCUSIF
Product and feature availability may vary by state and retirement plan.
LIA-079 (4/2023) This notice does not apply in the state of New York.
allianzlife.com/dcplan
retirement-income@allianzlife.com
https://www.allianzlife.com/What-We-Offer/Annuities/Fixed-Index-Annuities/lifetime-income-plus/insights-and-education/?cmpid=ola_LIA-079_pi_em_2023.09.14
http://www.allianzlife.com/dcplan
PLANSPONSOR - September - October 2023
Table of Contents for the Digital Edition of PLANSPONSOR - September - October 2023
INSIGHTS
PARTICIPANT ANALYSIS
RULES & REGULATIONS
UPFRONT
Building Strength
2023 Defined Benefit Administration Survey
2023 Best in Class 401(k) Plans
If the Goal Is Engagement
Upgrading NQDC Plans
When to Amend?
PRTs’ New Notoriety
Continuous Improvement
PLANSPONSOR - September - October 2023 - Cover1
PLANSPONSOR - September - October 2023 - FC1
PLANSPONSOR - September - October 2023 - FC2
PLANSPONSOR - September - October 2023 - Cover2
PLANSPONSOR - September - October 2023 - 1
PLANSPONSOR - September - October 2023 - INSIGHTS
PLANSPONSOR - September - October 2023 - 3
PLANSPONSOR - September - October 2023 - PARTICIPANT ANALYSIS
PLANSPONSOR - September - October 2023 - 5
PLANSPONSOR - September - October 2023 - RULES & REGULATIONS
PLANSPONSOR - September - October 2023 - 7
PLANSPONSOR - September - October 2023 - 8
PLANSPONSOR - September - October 2023 - 9
PLANSPONSOR - September - October 2023 - UPFRONT
PLANSPONSOR - September - October 2023 - 11
PLANSPONSOR - September - October 2023 - 12
PLANSPONSOR - September - October 2023 - 13
PLANSPONSOR - September - October 2023 - 14
PLANSPONSOR - September - October 2023 - 15
PLANSPONSOR - September - October 2023 - Building Strength
PLANSPONSOR - September - October 2023 - 17
PLANSPONSOR - September - October 2023 - 18
PLANSPONSOR - September - October 2023 - 19
PLANSPONSOR - September - October 2023 - 2023 Defined Benefit Administration Survey
PLANSPONSOR - September - October 2023 - 21
PLANSPONSOR - September - October 2023 - 22
PLANSPONSOR - September - October 2023 - 23
PLANSPONSOR - September - October 2023 - 2023 Best in Class 401(k) Plans
PLANSPONSOR - September - October 2023 - 25
PLANSPONSOR - September - October 2023 - 26
PLANSPONSOR - September - October 2023 - 27
PLANSPONSOR - September - October 2023 - 28
PLANSPONSOR - September - October 2023 - 29
PLANSPONSOR - September - October 2023 - 30
PLANSPONSOR - September - October 2023 - 31
PLANSPONSOR - September - October 2023 - If the Goal Is Engagement
PLANSPONSOR - September - October 2023 - 33
PLANSPONSOR - September - October 2023 - 34
PLANSPONSOR - September - October 2023 - 35
PLANSPONSOR - September - October 2023 - Upgrading NQDC Plans
PLANSPONSOR - September - October 2023 - 37
PLANSPONSOR - September - October 2023 - When to Amend?
PLANSPONSOR - September - October 2023 - PRTs’ New Notoriety
PLANSPONSOR - September - October 2023 - Continuous Improvement
PLANSPONSOR - September - October 2023 - Cover3
PLANSPONSOR - September - October 2023 - Cover4
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https://www.plansponsordigital.com/plansponsor/june-july_2018
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