Successful defined contribution investment design
Subtitle: how to align target-date, core, and income strategies to the PRICE of retirement
By: Stacy L. Schaus, CFP, with Ying Gao, Ph.D., CFA, CAIA
Contributors: Gao, Ying, contributor
Series: Wiley finance series; Wiley finance series
Published: 2017
Language: eng
Number of pages: 362
ISBN-13: 9781119298564
Subjects: Defined contribution pension plans; Planning; Retirement income
Notes: Includes bibliographical references and index.
Table of contents: title: Introduction; title: DC Plans: A Cornerstone of Retirement. DC Plans Today; title: Aligning DC Investment Design to Meet the PRICE of Retirement; title: Plan Investment Structure; title: Target-Date Design and Approaches; title: Building Robust Plans: Core Investment Offerings. Capital Preservation Strategies; title: Fixed-Income Strategies; title: Designing Balanced DC Menus: Considering Equity Options; title: Inflation Protection; title: Additional Strategies and Alternatives: Seeking Diversification and Return; title: Bringing It All Together: Creating Retirement Income. Retirement Income: Considering Options for Plan Sponsors and Retirees; title: A Global View; title: Closing Comments.