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How Financial Advisers and Defined Contribution Plan Providers Educate Clients and Participants about Social Security
Pension Research Council Link to more items from this source
Aug. 5, 2012

"American workers have demonstrated relatively low levels of knowledge of how Social Security works. Most claim benefits at age 62, far earlier than many experts believe is optimal.... Through a survey and in-depth interviews information was collected on how advisors and plan providers counsel clients and participants on Social Security. The results indicate steps that could increase the effectiveness of these channels to provide effective education and advice on Social Security and claiming." [WP2012-08]

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