Arnerich Massena White Paper Evaluates Lifetime Retirement Income Solutions

Top Quote White paper inspects the fiduciary risks of annuities and explores communicating the complexities to participants End Quote
  • Portland-Vancouver, OR-WA (1888PressRelease) October 28, 2011 - Arnerich Massena, an independent investment advisory firm specializing in retirement plan consulting and progressive investment strategies, has released its latest white paper, Lifetime Retirement Income: Annuities and Beyond. The white paper inspects the fiduciary risks of annuities and explores communicating the complexities to participants. Also examined are the benefits and risks of alternative solutions, including guaranteed minimum withdrawal benefit options, managed accounts, annuity shopping services, and out-of-plan options.

    "We recognize the importance of thoroughly examining lifetime retirement income solutions for our defined contribution sponsors," said Scott Dunbar, Arnerich Massena's director of Institutional Services. "Our latest white paper enables plan sponsors to communicate the information needed to best prepare participants for retirement."

    Lifetime Retirement Income: Annuities and Beyond outlines a simple, multi-step approach to consider when developing programs that meet participants' retirement needs. Participant, purpose, prudence, process, and fiduciary considerations are outlined and explained when providing guidance.

    A downloadable version of the Lifetime Retirement Income: Annuities and Beyond is available at https://www.am-a.com/company/research.html.

    About Arnerich Massena
    Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing corporations, institutions, state and local governments, charitable organizations, trusts and estates, corporate pension and profit sharing plans, and private clients. More information is available at www.arnerichmassena.com.

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