After three years of conceptualizing, designing, architecting, and engineering an innovative retirement offering, Annexus Retirement Solutions (ARS) has been recognized for how it’s redefining retirement income with its patent-pending, innovative product Lifetime Income Builder. This new product, along with Annexus Retirement Data Exchange (ARDX), has been named a “Wealthies” finalist in Wealth Management’s Awards.
“Many participants don’t know how to best secure their financial futures, and the industry hasn’t necessarily made it easy for them,” said Dave Paulsen, chief distribution officer at Annexus Retirement Services. “We at Annexus Retirement Solutions knew we could do better. Our product design philosophy is to put the participant at the center of everything we do, and in doing so, everything else falls into place.”
The journey of working with the Annexus Retirement Solutions family has been a privilege. They have been clear about what they want to create from the beginning – a participant-centered, technology-enabled solution that creates retirement income surety for participants, and ease of integration for recordkeepers.
ARS selected Trility as their technology partner in 2020 to help ARS invent an asset class that reimagines retirement savings and create a technology platform that is flexible enough to meet stakeholder needs across the value chain.
"The journey of working with the Annexus Retirement Solutions family has been a privilege. They have been clear about what they want to create from the beginning – a participant-centered, technology-enabled solution that creates retirement income surety for participants, and ease of integration for recordkeepers.” shared Matthew D Edwards, Trility president and CEO. “The leadership team is experienced, knowledgeable, and decisive, and that has made partnering with them, and building a new system from scratch, a great experience."
In addition to the Lifetime Income Builder, ARS, and Trility have architected and engineered the Annexus Retirement Data Exchange (ARDX), a proprietary middleware solution that streamlines data administration and transmission. ARDX provides a seamless interface for data calculating and transmission, making it easy for recordkeepers to administer TDFs with Lifetime Income Builder across all value chain partners.
Read more about how the partnership is Revolutionizing Retirement Income Solutions
Annexus Retirement Solutions designs, develops, and facilitates the distribution of institutional lifetime income products that help Americans solve their most significant challenge in retirement—outliving their money. Founded in 2020, the company’s over-arching philosophy centers on delivering better participant outcomes through innovation. Industry veterans lead it with a combined 175 years of experience in retirement plans, annuities, and asset management. Annexus Retirement Solutions is headquartered in Scottsdale, Arizona. Learn more about Annexus Retirement Solutions at annexusretirementsolutions.com.
Trility Consulting® is a fast-growing business and technology consulting firm that helps mid-market to enterprise-sized companies define, design, and deliver custom solutions that solve high-consequence problems for their businesses. Trility is headquartered in Central Iowa, and our U.S.-based team is geographically distributed. Giving our people autonomy to live anywhere and work anywhere allows us to serve clients from all corners of the United States and globally. Learn more at trility.io.
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