Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Retirees, This Is Not Your Father's Retirement Plan: Constructing The 2015 Fill-The-Gap Portfolio
Seeking Alpha; free registration may be required Dec. 28, 2014
"Approximately 10,000 boomers are retiring daily for the next 20 years. Social Security will provide an average of $1200 per month per person.... For most of us, without a defined benefit pension plan, that leaves us with an annual gap of $21,200 that needs to be filled.... This portfolio construction focuses on the annual dividend income produced. If this entire portfolio was purchased today, it would immediately close the gap and produce the total income the average retired couple requires right now."
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