Flicking the Switch: How Fee and Return Disclosures Drive Retirement Plan Choice

2016 ◽  
Author(s):  
Hazel Bateman ◽  
Ben Newell ◽  
Susan Thorp
Keyword(s):  
Retirement Plan ◽  
Plan Choice

Financial Advice, Plan Choice, and Retirement Plan Satisfaction

2020 ◽  
pp. JFCP-18-00050
Author(s):  
Michael P. Ryan ◽  
Brenda J. Cude
Keyword(s):  
Risk Tolerance ◽  
Defined Benefit ◽  
Defined Contribution ◽  
Retirement Plans ◽  
Retirement Plan ◽  
Defined Contribution Plans ◽  
Plan Choice ◽  
Public Sector Employees ◽  
Selection Of

Most private sector employees have access to defined contribution retirement plans while public sector employees often may choose defined benefit or defined contribution plans. This research utilized a survey of faculty to analyze retirement plan satisfaction. Advice from a financial planner was positively associated with satisfaction with portability. Retirement plan knowledge was negatively associated with satisfaction on the decision period. Selection of a defined benefit plan was positively related to four aspects of satisfaction and negatively related to regret. Financial planners assisting individuals who face such choices should acknowledge the decision's challenges and evaluate the client's level of retirement planning knowledge. Focusing on long-term goals and the client's investment and mobility risk tolerance may be helpful, especially after market corrections.

Alcoa of Australia Retirement Plan Pty Ltd v Frost

2012 ◽  
Vol 36 VR ◽  
pp. 618-636
Keyword(s):  
Retirement Plan

Tail Index-Linked Annuity: A Longevity Risk Sharing Retirement Plan

2020 ◽  
Author(s):  
An Chen ◽  
Hong Li ◽  
Mark Schultze
Keyword(s):  
Risk Sharing ◽  
Tail Index ◽  
Longevity Risk ◽  
Retirement Plan

The SECURE Act: Retirement Plan Distributions after the Death of a Beneficiary

2020 ◽  
Author(s):  
Vorris J. Blankenship
Keyword(s):  
Retirement Plan

Misinformed and informed asset allocation decisions of self-directed retirement plan members

2008 ◽  
Vol 29 (4) ◽  
pp. 473-490 ◽  
Author(s):  
Gokul Bhandari ◽  
Richard Deaves
Keyword(s):  
Asset Allocation ◽  
Retirement Plan ◽  
Allocation Decisions

Connecticut Adopts Retirement Plan

1954 ◽  
Vol 54 (7) ◽  
pp. 875-876
Author(s):  
&NA;
Keyword(s):  
Retirement Plan
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