Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans: Check your understanding.
Now that you have viewed the course, you must complete this online quiz in test your knowledge. When you have completed the last question, click the “Finish Your Understanding and Feedback” button to submit your final answers. You may not return to review or change your answers after submitting or if you close the browser window. You may restart the quiz if needed.
Your quiz score will be displayed on your screen upon submitting your answers. A score of 70% (6 questions out 8 correct) is required to pass the quiz.
Your Understanding and Feedback Summary
0 of 8 questions completed
You have already completed the your understanding and feedback before. Hence you can not start it again.
Your Understanding and Feedback is loading…
You must sign in or sign up to start the your understanding and feedback.
You must first complete the following:
Time has elapsed
You have reached 0 of 0 point(s), (0)
Earned Point(s): 0 of 0, (0)
0 Essay(s) Pending (Possible Point(s): 0)
1. Question1 point(s)
There are many viable retirement income solutions. The challenge is how to deploy retirement savings (accumulation period) to last a long lifetime (payout/retirement period). The answer: Apply modern portfolio theory to the payout phase. The following are examples of migrating planning from applying modern portfolio theory to the payout phase, except:
2. Question1 point(s)
All of the findings below are true about the Efficient Frontier Phase #1 approach of the research, which supports a diversified, portfolio approach to delivering higher average levels of inflation-adjusted retirement income, except:
3. Question1 point(s)
The Phase 2 Efficient Frontier approach models used retirement savings to enable delaying Social Security benefits from age 65 to 70 to increase projected retirement income without increasing risk or decreasing liquidity. All of the following are conclusions of Phase 2 research, except:
4. Question1 point(s)
Retirement income approaches for optimizing retirement income solutions include the following, except:
5. Question1 point(s)
All of the following are reasons why in Phase 3 the researchers found it is easier said than done to use a SWP until age 85 along with a qualified longevity annuity contract (QLAC) that begins at age 85, except:
6. Question1 point(s)
Possibilities for more robust retirement income options for plan sponsors and advisors include all the following, except:
7. Question1 point(s)
In Phase 4 of the research, investing in target date funds (TDFs) right up to retirement produced all of the following findings, except:
8. Question1 point(s)
All of the following are approaches to generating retirement income, except: