In the News

Title

Retirees with Advisers Have More Comprehensive Financial Plans

Document Type

Article

Publication Date

3-14-2016

Abstract

A study by the Center for Retirement Income at The American College of Financial Services finds that the majority (62%) of recent retirees with substantial assets in a defined contribution plan at retirement chose to move their assets out of the plan.

More than eight in ten did so with the help of an adviser.