In 2023, Neither DB Nor DC Plans are Optimal
Both forms suffer from human failings, such as financial illiteracy and behavioral biases that impact investors and hinder the basic functions of planning and retirement preparation.
Ensuring DB/DC Plan Success: Fixed Menu Beats a La Carte
Ensuring DB/DC Plan Success: Fixed Menu Beats a La Carte The following article is primarily an outtake of a larger presentation delivered Tuesday, October 25, 2022 at the AFP 2022 annual conference in Philadelphia, PA, : “Ensuring DC/DB Plan Success: Beyond Slogans and Gurus.” Dec 08 2022 | 16 min read – by Steve Deutsch Fixed Menu Management Approach Beats a La Carte Using a well-run restaurant as an illustration, I would like …
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