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Oct 29, 20201 min read

ThinkAdvisor has published its 2nd BI-SEM Article:

https://www.thinkadvisor.com/2020/10/29/best-interest-for-conservative-investors/

Oct 9, 20201 min read

ThinkAdvisor has published its 1st BI-SEM article

Link: https://www.thinkadvisor.com/2020/09/30/best-interest-standards-change-and-deferred-annuities/ Title: Best Interest Standards,...

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jkavanagh6

Jul 8, 20201 min read

Introducing BI-SEM: Best-Interest Simulation Evaluation Method

Deferred Annuities often constitute a major chunk of a Client’s portfolio. As such, they deserve the best on-going due diligence that an...

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We are a a non-profit group, organized for the purpose of establishing a recognized standard method, in the Defined Contributions community, for the evaluation of, and illustrations for, 401(k) Plan Portfolios composed of Investments and Deferred Annuities.

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