Simplicity & Sustainability

We’re dedicated to improving the retirement experience by  transforming 401K Plans into True Retirement Plans

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We're building a platform for

Carrier

We can help design the most sustainable and capital efficient In-Plan Guaranteed Income products for carriers.

Plan Sponsor / Advisor

Help Plan Sponsors who are considering integrating Guaranteed Income into their plan with the appropriate analysis to select the best GI design and provide support with internal communications.

DCIO Asset Manager

We can help with product design, analytical framework, and integration of providers and marketing support.

401K Record Keeper

Help Record Keepers select and “On Board” the most efficient In-Plan GI designs.

401K Participant

We're dedicated to improving the retirement experience by transforming 401K Plans into True Retirement Plans.

Thought Leadership

White Papers & Research
Videos
Articles

User experience is key

401K Product Design should contemplate and Map Directly to User Experience.

Two mobile phones showcasing the AlexIncome app.

Why Alex?

Guaranteed Income in Defined Contribution plans is the next evolution to make DC Plans a true retirement vehicle. At ALEXIncome, our experience in modeling and evaluating Guaranteed Income will help you choose and integrate the best approach.

A photo of Ramsey Smith.