Benefits Think A process to ease plan participants into retirement

Published 5 Min Read

  1. Work longer
  2. Die sooner
  3. Spend less
  4. Save more/defer benefits
  5. Change rate of return
  6. Adjust inflation assumptions
  7. A combination of all six
  • Income distribution is not a one-time event, but rather an ongoing process that should occur, at a minimum, on an annual basis.
  • Current projections many years into the future are going to be inaccurate.
  • By creating an ongoing annual evaluation process, we move beyond probability theory into reality customized on an individual basis.
Briggs Matsko
Co-Founder

Matsko, CFP, CRPC, is a co-founder and financial planner affiliated with Retirement Security Centers. He specializes in and is passionate about meeting the financial planning needs of those … Read full bio


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