Report: Annuitization is linked to plan design

01/21/2013 | AdvisorOne · National Underwriter Life & Health

Plan design influences whether investors choose a lump sum or systematic withdrawal from their defined-benefit plans, according to a report from the Employee Benefit Research Institute. Plans with more restrictions on lump-sum payouts had higher annuitization rates, the report says.

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AdvisorOne · National Underwriter Life & Health

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