Retirement Plan Relationship Manager ERISA Services, Inc. |
Compass Retirement Consulting Group, Inc. |
Carpenter Morse Group |
Trucker Huss, A Professional Corporation |
Retirement, LLC |
Nicholas Pension Consultants |
Retirement Plan Legal Specialist Pentegra |
Nova 401(k) Associates |
Pentegra |
United 401(k) Plans, Inc. |
Bates & Company |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Central Pension Fund of the IUOE |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Central Pension Fund of the IUOE |
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A Conservative Retirement Portfolio in Three Buckets Morningstar; free registration may be required ![]() Sept. 15, 2015 "Many retired investors are comfortable embracing a healthy equity stake in their portfolios.... This conservative bucket portfolio has a more modest goal: preserving purchasing power and delivering living expenses for the retiree who has an approximately 15-year time horizon (that is, life expectancy). This portfolio does stake more than 30% in equities, but it also holds about 55% of its assets in bonds and another 12% in cash. The remainder of the portfolio is in commodities and other securities, such as convertibles and preferred stock." |
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