Regional Vice President of Sales The Retirement Plan Company
|
AimPoint Pension
|
Bates & Company, Inc.
|
Compass
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
Loan & Distribution Specialist AimPoint Pension
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
The Impact of an Advisor on Retirement Savings Levels (PDF)
Employee Benefit Research Institute [EBRI] May 19, 2013
"[T]he savings targets set by those in the lowest-income quartile who had sought the input of a financial advisor were associated with a lower risk of running short of money in retirement by anywhere from 9 to nearly 13 percentage points, depending on family status and gender.... As for those who 'guessed' at those retirement savings targets, the analysis also finds that for all four income quartiles, those who did so ... were less likely to choose an adequate target."
|
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |