Retirement Plan Legal Specialist Pentegra |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Bates & Company |
Pentegra |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement, LLC |
Compass Retirement Consulting Group, Inc. |
Retirement Plan Documents Specialist Loren D. Stark Company |
Trucker Huss, A Professional Corporation |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Carpenter Morse Group |
Retirement, LLC |
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You Don't Need to Think Like a Nobel Laureate to Make (or Help Your Clients Make) Informed Retirement-Related Financial Decisions Ken Steiner, FSA Retired ![]() [Opinion] Aug. 16, 2021 "Data points to facilitate many retirement-related financial decisions can be obtained by answering the following two questions ... [1] Does the household have sufficient non-risky assets to fund the present value of their future Essential Expenses (their self-selected 'needs') using assumptions consistent with purchase of these liabilities from an insurance company? ... [2] Does the household have sufficient risky assets to fund the present value of their future Discretionary Expenses (their 'wants') using reasonable assumptions?" |
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