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Products, Tools, and Strategies that Address Retirement Risks – Essay Collection
and opinions expressed herein are those of the individual authors and are not necessarily those of the ... directly by individuals (to create a type of “individual DB”) or institutions from their respective governments ...- Authors: Zvi Bodie, Kenneth Steiner, R Inglis, Jonathan Barry Forman, Richard Fullmer, John Turner, Marion Laboure, Sally Shen , Elizabeth Bauer, Gwen Weng, Gregory A Ward, John Cutler, Max Rudolph, Robert Merton, Paula Hogan, Nevenka Vrdoljak
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Post retirement risks
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A Spending Plan for Retirement: Estimating Expenses
suntan lotion and white sandy beaches, or perhaps a table full of kids and grandkids? Maybe it includes ... living expenses, and tend to be unique to the individual. They may include travel and recreational activity ...- Authors: Gregory A Ward
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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How Family Dynamics Influence Retirement Security
be comfortable with debt (61% vs. 52%). See Table 1. Table 1 The Financial Behavior of Married Employees ... when employees with kids were unmarried. See Table 2 for a breakdown of the numbers. 5 Thumbtack ...- Authors: Gregory A Ward
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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Calculating ROI: Measuring Workplace Financial Fitness
potentially leave thousands of dollars on the table every year. The money they are foregoing could ... and turnover. Table 1 shows the total a company could save across all categories. Table 1 Projected ...- Authors: Gregory A Ward
- Date: Aug 2017
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Assess decision effectiveness
- Publication Name: Risks & Rewards
- Topics: Actuarial Profession>Professional associations; Health & Disability>Health insurance; Predictive Analytics
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Calculating ROI: Benefits of Workplace Financial Wellness
potentially leave thousands of dollars on the table 9 Deloitte, “The Deloitte Millennial Survey 2016: ... health care costs, delayed retirement and turnover. Table 1 shows the total a company could save across all ...- Authors: Gregory A Ward
- Date: Apr 2017
- Competency: Strategic Insight and Integration
- Topics: Experience Studies & Data; Modeling & Statistical Methods
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Calculating ROI: Benefits of Workplace Financial Wellness
employees potentially leave thousands of dollars on the table every year. The money they are forgoing could be ... and turnover. Table 1 shows the total a company could save across all categories. Table 1 Projected Annual ...- Authors: Gregory A Ward
- Date: Jun 2017
- Competency: Strategic Insight and Integration
- Publication Name: Pension Section News
- Topics: Experience Studies & Data; Modeling & Statistical Methods
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Session 162: Technology and the Impact to Retirement Consumers in the Future
Asset Experiences relevant and unique to the individual, such as (illustrative examples)… • Smart estimates ... to meet basic living expenses as long as the individual is willing and able. Source: Vanguard’s roadmap ...- Authors: Gregory A Ward, Nathan Christopher Zahm
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Technology & Applications; Technology & Applications>Analytics and informatics
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Retirement Health & Happiness
Retirement Health & Happiness The Society of Actuaries and Financial Finesse are creating ... document does not provide advice for specific individual situations and should not be construed as doing ...- Authors: Gregory A Ward
- Date: Jun 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Retirement is about More than Money
Retirement is about More than Money This interview provides information on Retirement Health ... classification. What is the current state of individual financial wellness? We believe people experience ...- Authors: Gregory A Ward
- Date: Sep 2017
- Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks