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EPIC RPS
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Regional Vice President, Sales MAP Retirement USA LLC
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July Business Services
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MVP Plan Administrators, Inc.
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Compass
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BPAS
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Anchor 3(16) Fiduciary Solutions
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Retirement Plan Consultants
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Taft Dorman, Barry S. Mulholland, Qianwen Bi and Harold Evensky via SSRN
Feb. 23, 2016
"The authors conclude that the advice provided from a majority of these tools is extremely misleading to households, and propose a more systematic approach to tool development by improved choice of input variables. Analyzing professional advisor opinion and theory, critical input variables are identified and recommended. A case scenario is developed incorporating these critical variables and used to test the efficacy of 36 publicly-available retirement planning tools."
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