Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
Compass
|
Loan & Distribution Specialist AimPoint Pension
|
AimPoint Pension
|
Regional Vice President of Sales The Retirement Plan Company
|
Bates & Company, Inc.
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Lump Sum Option vs. Life Annuity from a Pension Plan
Ken Steiner, FSA Retired [Opinion] May 6, 2022 "If a household needs non-risky assets like a life annuity to fund its essential expenses, it can't also use those assets for other purposes and, based on financial economics principles ... Households that do not need some or any of the pension plan assets to fund their essential expenses, can be more aggressive in selecting and investing a lump sum payment." |
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). |