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The purpose of this paper is to provide plan sponsors and other interested parties with a broad overview of potential retirement income strategies, the considerations of prudent implementation, and general information regarding new and emerging retirement income oriented strategy. It is not intended to portray any particular strategy as superior to any other, but rather to highlight the trade-offs that plan sponsors should consider when reviewing options and provide a basic understanding of the differences  that exist.

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  • 251.24 KB File Size
  • July 12, 2013 Create Date
  • January 8, 2020 Last Updated
Retirement Income Strategies or Retirement Savings Plans Are Not Just About Saving Anymore