A Lack of Retirement Income Guidance Harms Participants

Annua > News > Industry > 2019-Industry > A Lack of Retirement Income Guidance Harms Participants

Defined contribution plan participants are unlikely to feel confidence about retiring when they receive no retirement income projections and no help defining discretionary versus required expenses.hree researchers present a retirement spending strategy focused on delaying Social Security and getting the most out of RMDs.

By John Manganaro

David Lau, founder and CEO of DPL Financial Partners, a firm that bills itself as a commission-free insurance network for retirement plan and wealth management fiduciaries, uses a personal story to explain the source of his deep interest in the topic of retirement income.

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