Welcome and thank you for attending our course! Here you will find the academic reports and research that were assigned as your homework. Please be sure to take a moment and read these prior to our next meeting. Some of these articles will reinforce the subject matter we have already discussed and the others introduce new topics that we will cover next in class. Please be ready to discuss the topics contained within these and remember, participation and asking questions are key in your overall understanding of the material.
As always, if you have any questions or need any help at all, feel free to reach out to me.
Homework for Courses
Are 401(k) Investment Menus Set Solely for Plan Participants?Download Now
Evaluating Investments Versus Insurance in RetirementDownload Now
The Impact of Leakages from 401ks and IRAsDownload Now
Market Risk, Mortality Risk, and Sustainable RetirementDownload Now
Mutual Funds have Invisible Costs – UC DavisDownload Now
NAFA White Paper on Annuity Income OpportunitiesDownload Now
NRRI Update Shows Half Still Falling ShortDownload Now
Optimal Retirement Income Solutions in DC Retirement PlansDownload Now
Planning with CertaintyDownload Now
S&P Historical PerformanceDownload Now
The Top 10 Financial Companies that Need to Win Back Your TrustDownload Now