Why it is important to evaluate alternative products when researching annuity income options in retirement planning

Guarantee. Is there anything truly like that any more? And if there is one, what is the cost of obtaining that guarantee? And are we willing to pay the price for that guarantee? When is the last time we have stepped back and thought about that? In the context of retirement planning, this topic is … Continue reading Why it is important to evaluate alternative products when researching annuity income options in retirement planning

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Selecting Fixed Income Fund options for retirement savings plans

Investment fund line up in the DC plan. To meet the fiduciary standards the due diligence required in selecting the right asset classes and individual funds is nothing less than rigorous. And even more so in this highly volatile economic environment. And how does a plan sponsor determine an appropriate fund line up to provide … Continue reading Selecting Fixed Income Fund options for retirement savings plans

Determining Fixed Income options in retirement plans

Prudential's report outlines considerations for offering Fixed Income Options Within DC Plans. With the estimated 78 million baby boomers retiring in the next 20 years, it is no surprise that there will be a substantial need for people to have a predictable income source that will keep the economy humming. As I reviewed the report … Continue reading Determining Fixed Income options in retirement plans