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Evaluation Scorecard for Retirement Income Products
Newport Group Link to more items from this source
Sept. 18, 2020

"While ... a large body of knowledge ... has been developed regarding selecting and monitoring traditional investment options within participant directed retirement plans, the new lifetime income options don't easily fit within existing frameworks. The purpose of this paper is to propose a set of metrics that plan sponsors and their consultants can use in assessing the suitability of a retirement income strategy as an investment option within a participant directed retirement plan."

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