Sentences with phrase «discussion about retirement planning»

Not exact matches

Join US plan sponsors this spring in San Francisco (4/10), Chicago (4/12), Dallas (5/1) and New York (5/3) to participate in discussions about investment lineup trends and hear MFS» proprietary retirement income research insights.

I learned about the problem 14 years ago when I put up a post to a Motley Fool discussion board asking my fellow community members who were using a retirement calculator to plan their retirements whether the calculator should contain an adjustment for the valuation level that applied on the day the retirement was to begin.

This comparison examines the characteristics of the methods and serves as an empirical basis for discussions about retirement - income policy issues, such as projected - income illustration requirements, default annuitization in 401 (k) plans, minimum distribution rules for individual accounts, and retirement - plan design by sponsors.

I've been included in a lot of discussions about factors that need to be considered such as timing, compensation, gaps in lawyer ranks and desire to work past retirement while addressing succession plans.