Course Homework

Welcome

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. My contact information is listed to the right of this page.


Course Homework – Session #2 Readings

Evaluating Investments Versus Insurance in Retirement

Evaluating Investments Versus Insurance in Retirement

 Download Now
Falling Short: The Coming Retirement Crisis and What to do About it

Falling Short: The Coming Retirement Crisis and What to do About it

 Download Now

Course Homework – Session #3 Readings

Are 401(k) Investment Menus Set Solely For Plan Participants?

Are 401(k) Investment Menus Set Solely For Plan Participants?

 Download Now
Optimal Retirement Income Solutions in DC Retirement Plans – Executive Summary

Optimal Retirement Income Solutions in DC Retirement Plans – Executive Summary

 Download Now

Additional Resources

You are using an outdated and unsupported browser. Please upgrade to continue.

This version of Microsoft Internet Explorer is over eight years old, does not receive security updates, and is not able to render modern websites. We strongly suggest updating your version of Internet Explorer or using a modern web browser such as Microsoft Edge, Google Chrome, or Mozilla Firefox