Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Assessing the Optimal Shape of Retirement Planning
Nerd's Eye View Oct. 18, 2017
"[E]ach shape leads to its own unique views on what is 'best' for retirement planning, and what is considered 'safe' -- from cash under the curve approach (the most conservative portfolio on the efficient frontier), to the lifetime annuity under the triangle approach (guaranteeing that essential expenses are covered for life), to a laddered portfolio of TIPS bonds with the rectangle approach (aiming to perfectly match assets to liabilities and immunize the household against future changes in interest rates or inflation).... [T]he best approach for retirement planning may incorporate all three[.]"
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