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Mitchell Shames

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Topic

Guaranteed lifetime income products mark a new era of retirement plan design

Fifty years after the passage of ERISA, the insurance industry has come to the rescue with solutions that allow retirement plans to address the problem of decumulation.

Topic

Big change is coming for 401(k)s

The move to provide guaranteed lifetime income products in defined-contribution plans will transform retirement planning.

Topic

Cryptic crypto doesn’t square with qualified retirement plan fundamentals

Crypto assets have not provided audits and other standard modes of verification, which disqualifies them as prudent investments.