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This case study by Eva Levine, principal of Plenaris Advisory and found in Financial Advisor magazine, discusses the optimal use of annuities for retirement income and how to determine how to use them to achieve maximum income potential.
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Employees have very unrealistic ideas when it comes to retirement income, as is highlighted in this PLANSPONSOR article. In fact, “Social Security is one of the most confusing retirement topics that American workers face today.”
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DIETRICH, a leading national pension risk transfer company specializing in providing insured institutional solutions to plan sponsors interested in transferring risk from their retirement plans, has hired a Client Relationship Manager to join their experienced team of professionals.
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This PLANSPONSOR thought leadership article, sponsored by MetLife, highlights the challenges faced by Americans come time for retirement, when in a time of need to convert their hard earned income to a monthly paycheck they can sufficiently live off of.
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This PLANSPONSOR article by Rebecca Moore, reports on recent survey findings in a DC plan survey that while half of DC plans offer some kind of retirement plan income solution, a little more than 10% mention the use of an annuity and only 3% use an annuity placement service and 3% offer in plan guaranteed...
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In this PLANSPONSOR article by John Manganaro, a school is highlighted for focusing on a broader mission or big picture by supoporting target date funds and in-plan income, among other things.
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In this PLANSPONSOR article by John Manganaro, it is brought to attention that there is an overall improvement in retirement readiness when purchasers annuitize a percentage of their 401(k) balance.
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