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Invest Like an Institution: Professional Strategies for Funding a Successful Retirement by Michael C. Schlachter

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Introduction

The retirement world is generally on a steady march away from traditional pension plans and toward individual retirement responsibility in 401(k)s, Individual Retirement    Accounts (IRAs), and the like. The fact of the matter is, however, that the average person, who is now responsible for their retirement security, often lacks the tools to manage their assets and future expectations as well as the professional managers of those pension plans are able to do.

A variety of studies have been published in recent years that indicate that traditional defined benefit pension plans on average have experienced annual returns that are 1% to 2% higher than defined contribution plans, like 401(k)s and IRAs.1 Although a 1.5% improvement in the ...

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