TITLE

The three phases of retirement planning: Accumulation, preservation and distribution

AUTHOR(S)
FOGLI, PHIL
PUB. DATE
January 2009
SOURCE
Employee Benefit News;Jan2009, Vol. 23 Issue 1, p48
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses the stages of retirement planning. Employers should focus on the plan dynamics that will have an impact on employees in order to properly educate and provide for employees in their accumulation stage. Employee communication must deliver the asset allocation and contribution message. Employees who make significant contributions to their accounts should have built up a solid pool of retirement assets by the time they enter wealth preservation. Retiring employees need assistance when they start taking distributions.
ACCESSION #
36351679

 

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