Insights


Showing our Public Plan Perspectives article library.

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22

Jul 2019

Decumulation Confusion: The 4% Rule

In part-three of our decumulation series, we discuss the 4% Rule, a time-honored method of withdrawing funds from retirement plans and annuities.

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22

Jul 2019

Dividends and the Power of Compounding

Dividends play an important role in the returns of equity portfolios and indices, especially in a low-interest rate environment, where income generation is more difficult. We take a closer look at dividends and their benefits.

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19

Jun 2019

Decumulation Confusion: The Annuity Conundrum

In part-two of our decumulation series, we discuss annuities; the presence and promotion of which as a decumulation solution is perplexing to many retirement plan participants and retirees.

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19

Jun 2019

China A-Shares: The Implications for U.S. Investors

Emerging markets have become an important part of retirement portfolios for many U.S. investors. Recently, global index providers such as MSCI and FTSE announced that they will gradually increase the inclusion of stocks from companies incorporated and traded on mainland China in their global and int…

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17

May 2019

A Closer Look: Decumulation Confusion

​Just as the accumulation of sufficient assets for retirement is critical to a successful retirement outcome, proper decumulation, or the spending of those assets throughout retirement, is equally important.

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