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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

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

Kelli Hueler

Anna Rappaport

Oxford University Press

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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