Defining "Retirement Success"
How do you define "retirement success"? For many people, the concept is somewhat abstract, and can mean different things for different individuals.
In this paper, we take the perspective of a defined contribution (DC) plan sponsor and outline the key things a plan sponsor can do to maximize the likelihood of its employees achieving their definition of a successful retirement outcome. We outline best practices for plan sponsors focused on maximizing the change of reaching their financial goals both during accumulation and retirement (decumulation). Better choices can help employees to achieve their retirement goals.
Paper Cover: How Can You Help Your Employees Retire?
Begin with the End in Mind
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Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Opinions expressed are subject to change without notice. Morningstar Investment Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions or their use. This commentary is for informational purposes only. The information, data, analyses, and opinions presented herein do not constitute investment advice, are provided solely for informational purposes and therefore are not an offer to buy or sell a security. Before making any investment decision, please consider consulting a financial or tax professional regarding your unique situation.
Since this paper's publish date of February 11, 2014, the Morningstar Investment Management division has been restructured. As of December 31, 2015, Morningstar Associates, LLC was re-named Morningstar Investment Management LLC and Ibbotson Associates, Inc. was merged into this entity. In addition, Morningstar Investment Services, Inc. was converted into a limited liability company.
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