jkavanagh6
- Apr 11
- 1 min read

A BI-SEM Group 401(k) Whitepaper

Best-Interest Simulation Evaluation Method

for 401(k) Plan Portfolios

composed of

Investments and Deferred Annuities

Towards a widely-recognized Evaluation Method for the Financial Industry, and as a guide to Software Developers, Plan Sponsors, Administrators and Advisers.

BI_SEM_401K_Paper_1

.pdf

Download PDF • 627KB

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Article addresses ITM as the best metric to determine the profitability of a deferred annuity contract by maximizing income from the contract. https://www.thinkadvisor.com/2021/03/09/maximizing-a-clie

ThinkAdvisor has published its 3rd BI-SEM Article:

https://www.thinkadvisor.com/2020/12/20/how-to-find-deferred-annuity-gems/

Post: Blog2_Post