Ethical Issues in Retirement Income Planning: An Advisor’s Perspective

September 8, 2016
Julie Ragatz
Chuck Galli

The Ethical Issues in Retirement Income Planning study gathered the perceptions of expert retirement income planners. The good news is that the retirement income planners surveyed expressed a high level of satisfaction with the retirement planning profession’s ethical climate.

The purpose of this research is to identify financial service professionals’ primary ethical concerns in retirement income planning, gauge how financial service professionals view the industry’s current ethical challenges, and understand how ethical practices can be improved in retirement income planning.