Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Compass
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Assessing the Choices for the 'Distribution Phase' of DC Plans
Callan Aug. 15, 2018
"[This article describes] some of the options plan sponsors can offer participants for the distribution phase, if they wish to retain retiree/terminated participant assets. Sponsors should evaluate the breadth of choices they wish to offer retirees, alongside the level of fees and complexity, in making a determination of which choices to offer."
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