DC Prevalence Magnifies Importance of Education |
It’s not just a U.S. phenomenon: longer lives and the rise of defined contribution plans are creating a global need for deeper knowledge about personal savings and investing.
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Few Retirement Plan Investors Respond to Market Volatility |
“These data show that, hopefully, investors understand the value a target-date investment can provide them over the long term,” says Judith Ward, a senior financial planner with T. Rowe Price.
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TIAA Analysis Suggests Retirees Should Use a 'Hybrid' Income Strategy |
A hybrid income strategy, combining a variable immediate annuity with discretionary supplemental withdrawals from a separate liquid asset account provides the best income at the least risk for retirees, TIAA found.
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2016 PLANADVISER Adviser Value Survey |
From a 10,000-foot view, sponsors working with an adviser are quite satisfied with the services being provided.
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