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Managing Retirement Assets Symposium: Managing Longevity Risk in U.S. Retirement Plans
method of managing longevity risk, both for the individual and for society. This paper suggests a possible ... is that employees can roll over lump sums to individual retirement accounts (IRAs), from which they can ...- Authors: Beverly Orth
- Date: Apr 2004
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Retirement Implications of Demographic and Family Change Symposium Monograph: Retirement Option Decisions for Married Couples
one or more defined contribution (DC) plans or individual retirement accounts (IRAs). Then we will consider ... survivor annuity with the dependent as the joint annuitant, are best in these cases. Not all employers’ plans ...- Authors: Beverly Orth
- Date: Jan 2002
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Demography>Gender factors; Pensions & Retirement>Plan design
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How Long Will We Live in Retirement, and Will We Have Enough Funds?
How Long ... materials are available through the link on the table of contents. RECORD Volume 30 ... terms of today's dollars. We won't get into the individual numbers, but at least we've started to paint ...- Authors: William Leslie, Beverly Orth, Anthony Webb
- Date: Oct 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Pensions & Retirement>Retirement risks
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Evaluation of Approaches to Reducing Women’s Longevity Risks
individuals, as in a pension plan. When borne by an individual, however, it is unpredictable and difficult to ... which the insurance benefits are ancillary. Individual members would purchase units in a risk pool tranche ...- Authors: Beverly Orth
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Demography>Gender factors; Demography>Longevity; Social Insurance>Survivor benefits
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Approaches for Promoting Voluntary Annuitization
i Even when lump sums are rolled over to an Individual Retirement Account (IRA), very little of th ... but not simple to predict or manage at the individual level. As a result, individuals either overestimate the ...- Authors: Beverly Orth
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Pensions & Retirement>Plan design
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New Retirement Plan Designs for the 21st Century
New Retirement Plan Designs for the 21st Century The abstract for a paper talks about the risks ... but is a significant, unpredictable risk for individual retirees. We present some ideas for ne ...- Authors: Beverly Orth, William R Hallmark
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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How to Survive Living to 100: Ways to Improve the U.S. Retirement System
longevity risk, which currently fall on the individual, would be redistributed across society. ... of pay up to the Social Security wage base to individual accounts.v His paper does not address whether ...- Authors: Beverly Orth
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge
- Topics: Long-term Care>Medical expenses; Pensions & Retirement>Retirement risks
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New Retirement Plan Designs for the 21st Century
New Retirement Plan Designs for the 21st Century The abstract for the paper New Retirement Plan ... but is a significant, unpredictable risk for individual retirees. We present some ideas for n ...- Authors: Beverly Orth, William R Hallmark
- Date: May 2006
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Retirement risks
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Approaches for Promoting Voluntary Annuitization
1 Even when lump sums are rolled over to an Individual Retirement Account (IRA), very little of the ... but not simple to predict or manage at the individual level. As a result, individuals either overe ...- Authors: Beverly Orth
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Pensions & Retirement>Plan design
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Annuity Clearinghouse Proposal
Benefits accumulation or distribution options. Individual participants in DC plans must manage longevity ... choose to roll over their DC plan balance to an individual retirement annuity. Employers recognize that ...- Authors: Beverly Orth
- Date: Aug 2011
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: The Independent Consultant
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans