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Russell Investments Comment Letter to DOL on Lifetime Income Illustration in Pension Benefit Statements (PDF)
Russell Investments
[Opinion] Aug. 8, 2013
"[E]ven though we believe there is value in showing income values based on the projected balance (especially for a younger investor whose total wealth today is primarily in the form of earnings potential rather than current financial wealth) some care is needed in how this is done. For this reason, we would suggest that the Department consider giving greater prominence to the assumptions."
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