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The Market for Retirement Financial Advice$
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Olivia S. Mitchell and Kent Smetters

Print publication date: 2013

Print ISBN-13: 9780199683772

Published to Oxford Scholarship Online: January 2014

DOI: 10.1093/acprof:oso/9780199683772.001.0001

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The Role of Guidance in the Annuity Decision-Making Process

The Role of Guidance in the Annuity Decision-Making Process

Chapter:
(p.125) Chapter 7 The Role of Guidance in the Annuity Decision-Making Process
Source:
The Market for Retirement Financial Advice
Author(s):

Kelli Hueler

Anna Rappaport

Publisher:
Oxford University Press
DOI:10.1093/acprof:oso/9780199683772.003.0007

This chapter focuses on structural and active guidance in the process of buying annuities. We explore the role of employers and service partners, and we review experience with a purchasing platform offering structural and active guidance in purchasing annuities. The analysis draws heavily on data from Hueler Companies, a firm that provides individuals access to lifetime income annuities through an online institutional delivery platform implemented in non-exclusive partnerships with financial services firms, defined contribution plan sponsors, plan administrators, not-for-profit associations, and financial advisors.

Keywords:   annuity, annuitization, distribution period, guidance, guidance in retirement, income, purchasing platform

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