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Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
An individual's investment allocation is a big factor to consider when deciding a proper optimal withdrawal rate of savings in retirement, but there are many other factors to consider as well.
Edward Jones Self-Dealing ERISA Challenge Leads to $3M Settlement

The plaintiffs accused Edward Jones of favoring its own investments and those of its “preferred partners” in its 401(k) plan, at the expense of performance; they also raised questions about excess recordkeeping fees.

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Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

Pension Plan Glide Paths Need to Evolve
As funding status improves, it is important for most employers to take pension investment risk off the table and move to liability-driven strategies.
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Lessons learned from district and appellate court decisions filed this year can help plan sponsor clients better protect their plans and fiduciary staff; 2018 also brought new trends in regulatory audits and investigations of advisers.

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