Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Understanding Preretirees' Retirement Income Preferences
T. Rowe Price July 28, 2020 "Confusion about different retirement income products creates an opportunity for traditional advice or advice-embedded retirement income solutions. Preference for managed payout accounts and annuities weakens as participants get close to retirement. Willingness to work with a financial professional increases at the same time. Participant preferences suggest that retirement income solutions need to evolve beyond products to provide participants with an experience that makes them confident about their choice." |
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