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Addressing the need for lifetime income in a post-defined benefit plan world04 December 2017 - By Kari Jakobe - Article

This article summarizes some of the approaches commonly used by retirees to convert their lump-sum distribution into a lifetime of retirement income.

Auto enrollment: Two sides to every coin29 April 2014 - By Kari Jakobe - Article

Auto enrollment for retirement plans helps employees start to save and also benefits plan sponsors by helping them address participation and testing challenges—but plan sponsors face steep penalties for any errors in the auto enrollment process.


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