Stacy Schaus, Executive Vice President at PIMCO and her colleague, Ying Gao, recently wrote a white paper titled, “ Loss Capacity Drives 401(k) Investment Default Evaluation ” that tackles some of the most important issues in retirement planning. The white paper discusses the development of asset a…
Vanguard's John Ameriks says distribution-rate rules are good starting points for an in-retirement spending plan, but assetallocation and time horizon also should be key factors.