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CRITs: An Alternative Retirement Income Approach
accounts scattered about with prior employers or in Individual Retirement Accounts (IRAs).[1] Retirees can use ... transferred to the CRIT, the ages of the retiree and co-annuitant (if applicable), an assumed investment rate of ...- Authors: Mark Shemtob
- Date: Sep 2021
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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Optimizing QDIAs for Retirement
20px 20px; } table, td { border: 1px solid #bbb; padding: 15px; text-align: left; } table { width: 100%; ... non-household assets. I summarize the results in Table 1 below. Table 1 Percentage Change in Assets in First 18 ...- Authors: Paul Donahue
- Date: Jun 2022
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
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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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The Happiness Hedge
retiring with a pot of money, Table 1 provides the rubric I’ve chosen. Table 1 Retiree Long-Term Happiness ... direct hedge of longevity risk. The longer an annuitant lives (related to the “risk of running out of ...- Authors: Douglas Robbins
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Product Matters!
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks; 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)