Description: The project goals are: • Illustrate an analytical framework using stochastic forecasts and efficient frontiers for hypothetical retirees, for determining retirement income generators (RIGs) that could be offered in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal according to specified criteria. • Encourage plan participants, plan sponsors, and advisors to adopt a portfolio approach to developing retirement income strategies.

Description: This paper is intended to help plan sponsor fiduciaries understand existing options and carry out their due diligence when studying retirement income solutions for DC retirement plans. It educates human resources and financial professionals at plan sponsors about the potential issues, solutions, and processes involved with implementing, administering, and communicating a retirement income program for their plan participants.

Description: The project goals are: • Illustrate an analytical framework using stochastic forecasts and efficient frontiers for hypothetical retirees, for determining retirement income generators (RIGs) that could be offered in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal according to specified criteria. • Encourage plan participants, plan sponsors, and advisors to adopt a portfolio approach to developing retirement income strategies.

Description: The project goals are: • Illustrate an analytical framework using stochastic forecasts and efficient frontiers for hypothetical retirees, for determining retirement income generators (RIGs) that could be offered in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal according to specified criteria. • Encourage plan participants, plan sponsors, and advisors to adopt a portfolio approach to developing retirement income strategies.

Description: This article advocates that DC plan sponsors implement programs of retirement income in their plans, and that actuaries are ideally qualified to help plan sponsors with that task. A program of retirement income offers a menu of choices to convert savings to income, along with appropriate communications to help retiring employees make informed choices.

Description: The PowerPoint summarizes the research. This paper is intended to help plan sponsor fiduciaries understand existing options and carry out their due diligence when studying retirement income solutions for DC retirement plans. It educates human resources and financial professionals at plan sponsors about the potential issues, solutions, and processes involved with implementing, administering, and communicating a retirement income program for their plan participants.

Description: Three papers use sophisticated actuarial methods to develop a straightforward retirement income strategy that can be implemented in virtually any IRA or 401(k).

Description: This report provides a framework of analyses and methods that can be use to compare and assess strategies for developing lifetime retirement income.

Description: Three papers use sophisticated actuarial methods to develop a straightforward retirement income strategy that can be implemented in virtually any IRA or 401(k).

Description: This project explores various design and implementation details for the Spend Safely in Retirement Strategy (SSiRS).