Course Homework

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.

Below the homework items you will also find some additional resources that I’ve found to be helpful and informative. These readings are not required as homework, but I do think you will find them valuable.

As always, if you have any questions or need any help at all, feel free to reach out to me.


Homework for Courses

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

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

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Evaluating Investments Versus Insurance in Retirement

Evaluating Investments Versus Insurance in Retirement

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Market Risk, Mortality Risk, and Sustainable Retirement

Market Risk, Mortality Risk, and Sustainable Retirement

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Mutual funds have invisible costs - UC Davis

Mutual funds have invisible costs - UC Davis

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NAFA White Paper on Annuity Income Opportunities

NAFA White Paper on Annuity Income Opportunities

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NRRI Update Shows Half Still Falling Short

NRRI Update Shows Half Still Falling Short

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Numbers Sheet

Numbers Sheet

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Optimal Retirement Income Solutions in DC Retirement Plans

Optimal Retirement Income Solutions in DC Retirement Plans

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Planning with Certainty

Planning with Certainty

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S&P Historical Performance

S&P Historical Performance

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The Impact of Leakages from 401ks and IRAs

The Impact of Leakages from 401ks and IRAs

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The Top 10 Financial Companies That Need to Win Back Your Trust

The Top 10 Financial Companies That Need to Win Back Your Trust

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