Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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How Retirees Manage Retirement Savings for Retirement Income (PDF)
TIAA-CREF Institute Nov. 16, 2015 17 pages. "There was no difference in retirement confidence among annuitants and non-annuitants at the time of retirement ... Annuitants are more likely to have experienced an increased standard of living in retirement and a retirement lifestyle that has exceeded expectations.... [V]ery few annuitants were specifically advised to not annuitize. 80% of non-annuitants were advised to not annuitize or received no advice about annuitization. Non-annuitants are more likely to have a fair or poor understanding of annuities and annuitization." |
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