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?
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Evaluating Investments Versus Insurance in Retirement
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The Impact of Leakages from 401ks and IRAs
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Market Risk, Mortality Risk, and Sustainable Retirement
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Mutual Funds have Invisible Costs – UC Davis
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NAFA White Paper on Annuity Income Opportunities
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NRRI Update Shows Half Still Falling Short
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Numbers
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Optimal Retirement Income Solutions in DC Retirement Plans
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Planning with Certainty
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S&P Historical Performance
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The Top 10 Financial Companies that Need to Win Back Your Trust
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