Insight: Helping Plan Sponsors Provide a Full Menu of Retirement Income Options to Their Participants
By Wade Pfau
IDEAS IN THE INSIGHT YOU CAN PUT INTO ACTION
This Insight provides guidance to plan sponsors about building a menu of tools to help their participants create effective retirement income plans. In addition to traditional investments, the authors suggest including annuities, investment funds that also manage distributions for retirement spending, and a fixed income tool that can support delaying Social Security benefits.
Read the Full Insight
About the Author
Wade Pfau, PhD, CFA, RICP, is the Curriculum Director of the Retirement Income Certified Professional designation and Professor of Retirement Income at The American College of Financial Services in King of Prussia, Pennsylvania. He hosts the Retirement Researcher website and is author of the book Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement. To learn more, visit the Retirement Income Institute website.