Regional Vice President of Sales The Retirement Plan Company
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Compass
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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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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Three Policy Ideas for Turning Individual Account Balances Into Retirement Security (PDF)
K&L Gates, via Benefits Law Journal [Opinion] July 2, 2019 "Crafting the ideal retirement spending program requires an alchemistic blend of the retiree's life expectancy, future investment returns, inflation, emergency spending needs, bequest motives, and ever-changing tax law and Social Security benefits. Annuities would be an obvious solution for many, but few retirees are willing to turn over a large sum of money for a seemingly small monthly payment.... [T]hree relatively new and promising ideas [are]: a voluntary Social Security buy-in; tontine -- a kind of mortality risk sharing pool; and a new kind of Treasury bond called a SeLFIE." |
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