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  • Fighting Procrastination for Financial Wellness
    We discussed impacts of procrastination and strategies to harness the power of inertia to aid individuals ... individuals in their pursuit of future financial well-being. Financial Wellness;Procrastination;Behavior Finance ...

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    • Authors: Tianyang Wang
    • Date: Apr 2017
    • Competency: Communication>Persuasive communication; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making
    • Topics: Economics>Behavioral economics; Economics>Financial economics; Finance & Investments
  • Understand ORSA Before Implementing It
    Understand ORSA Before Implementing It The National Association of Insurance Commissioners (NAIC) is moving ... perform an Own Risk and Solvency Assessment (ORSA). Before developing a response to the ORSA requirement ...

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    • Authors: Owen J Stein
    • Date: May 2012
    • Competency: Communication>Written communication; External Forces & Industry Knowledge; Leadership>Change management; Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Compliance; Enterprise Risk Management>Governance; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks
  • Is ORSA a Good Move for All the Stakeholders?
    for All the Stakeholders? The essay briefly discussed the impacts from implementing ORSA to the main stakeholders ... stakeholders in the insurance industry. Those stakeholders include: insurers, regulators, policyholders ...

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    • Authors: Jianwei Xie, Yayuan Ren
    • Date: May 2012
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Enterprise Risk Management>Compliance; Enterprise Risk Management>Governance; Enterprise Risk Management>Risk measurement - ERM
  • Financial Life Planning at Work
    Financial Life Planning ... employee retirement preparedness. DC plans;Financial planning;Financial economics;Retirement planning;Retirement ... planning;Retirement plans 6442482470 5/1/2018 12:00:00 AM ...

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    • Authors: CYNTHIA RITA MEYERS, Scott Spann
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • The 401(k) As A Lifetime Financial Wellness Instrument
    The 401(k) As A Lifetime Financial Wellness Instrument All we need is … a §401k - redesigned to • Leverage ... Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create liquidity without ...

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    • Authors: Jack Towarnicky
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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