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An Exploration of Lifecycle Finance
derisking strategies within defined contribution and individual retirement accounts. The economic theory behind ... during retirement. Similar to pension plans, each individual has his or her own idiosyncratic needs, wants ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
funds under their employers’ retirement plans and Individual Retirement Accounts (IRA) including IRA rollovers ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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Family Structure, Roles and Dynamics Linked to Retirement Security
and opinions expressed herein are those of the individual authors and are not necessarily those of the ... development to come to fruition. Regardless of the individual essay’s stage of development, the ultimate aim ...- Date: Jun 2019
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Session 193: Reboot, Rewire, or Retire: Important Decisions about Next Steps After Full Time Work
a Retirement and Life Planning Educator • An Individual Perspective • Panel Discussion • Questions ... preparation educational program ▪ Actions the individual can take to mitigate a GAP ▪ Formulating a ...- Authors: Carol Bogosian, Tim Driver, Sally Hass, Anna M Rappaport, Richard Johnson
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Social Insurance; Social Insurance>Social Security; Pensions & Retirement>Post retirement risks
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Inequalities In Retirement Security: Unique Challenges for African American Households
costs for employers, to automating savings into individual retirement accounts that are linked to employment ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...- Authors: Patrick Ring
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security
While this article is about retirement plans and individual financial well-being, we cannot ignore how systemic ... segregation. White families were more likely to have individual retirement account (IRA) and defined contribution ...- Authors: Anna M Rappaport, Alan Newsome
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age
Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age This ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...- Authors: Anna M Rappaport, Steven Vernon
- Date: Mar 2022
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Demography; Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Flexible Work and Phased Retirement: Practical Issues for Employers
temporary, or as an independent contractor. The individual perspective: From the viewpoint of the retiree ... flexible arrangements are available only with individual approval. The people strategies should include ...- Authors: Anna M Rappaport
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Committee on Post- Retirement Needs and Risks 2019 Call for Essays: Products, Tools, and Strategies that Address Retirement Risks
directly by indi- viduals (to create a type of “individual DB”) or institutions from their respective governments ... and advantages of such an instrument to the individual, financial institutions and the government.- Authors: Andrea Sellars, John Cutler
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Technology & Applications; Pensions & Retirement>Post retirement risks
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Retirement Planning Tools
help you translate the results and discuss your individual financial strategy. GARBAGE IN GARBAGE OUT ... and assumptions that are appropriate for your individual needs. If your outcomes across multiple tools ...- Authors: Society of Actuaries
- Date: Aug 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks