Compass
|
Bates & Company, Inc.
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
AimPoint Pension
|
Loan & Distribution Specialist AimPoint Pension
|
Regional Vice President of Sales The Retirement Plan Company
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
How to Create a Retirement Policy Statement
Morningstar Oct. 15, 2021 "If you're close to retirement or already retired, creating a retirement policy statement is a critical task. With an RPS, you're effectively committing yourself to abiding by a given system. That's not to say your system won't evolve as the years go by, but having an RPS makes it much less likely that you'll ratchet your planned 4% spending rate up to 10% in a given year." |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |