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Benefits Perspectives: July 201629 July 2016 - By Jinnie Olson and Matt Kaufman - Article

This issue features “Helping employers in their retirement: 401(k) decisions, decisions, decisions!” and “Helping 401(k) plan participants calculate withdrawal rates in retirement.”

The 6% rule: Determining portfolio withdrawal rates using stochastic analysis and managed risk equities04 September 2014 - By Ken Mungan and Matt Kaufman - Article

Strategy based on stochastic analysis and use of managed risk equities may offer more sustainable retirement income.

The risk tolerance paradox19 December 2013 - By Ken Mungan and Matt Kaufman - Article

Reconciling the difference in investor risk tolerance between long- and short-term investments.

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