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Perspectives from Anna: Retirement and Financial Advice – What I Heard At Two Recent Meetings
(SEC) and states. Regulations regarding “standard of care” require that the advisor has an affirmative duty ... discussed planning for caregiving and long-term care needs. They focused on using team building and management ...- Authors: Anna M Rappaport
- Date: Nov 2012
- Competency: Communication
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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Helping Your Employers Choose Between a Lump Sum or a Monthly Pension
Helping Your Employers Choose Between a Lump Sum or a Monthly Pension Provides an overview ... not a retiree has long‑term care insurance. Retir‑ ees without long‑term care insurance may need significantly ...- Authors: Carol Bogosian, Anna M Rappaport
- Date: Sep 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined benefit plans