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Retirement Risks and Solutions in the Middle Market
Retirement Risks and Solutions in the Middle Market This research report on retirement ... plans;Defined contribution plans=DC plans=401k plans;Individual annuities;Long-term care insurance=LTCI;Retirement ...- Authors: Application Administrator, Anna M Rappaport
- Date: Mar 2011
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Pensions & Retirement>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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Products, Tools, and Strategies that Address Retirement Risks
consider an issue from the perspective of an individual or other stakeholder (e.g., regulators, advisors ... interest in the individual and how new products and tools can help with an individual’s retirement security ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>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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Impact of Running Out of Money Roundtable: Ideas Provided
middle-market clients that adequately recognizes individual needs, and does so in a cost-effective manner ... providing a service that recognizes the needs of the individual buyer, and offers alternatives. Buyers come to ...- Date: Nov 2012
- Competency: Results-Oriented Solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks
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Society of Actuaries and Stanford Center on Longevity Collaborate to Help Pre-Retirees and Retirees Develop Lifetime Retirement Income
Society of Actuaries and Stanford Center on Longevity Collaborate to Help Pre-Retirees ... baseline strategy to reflect a number of possible individual goals and circumstances. These refinements include ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
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What Retirement Plan Features Do Employees Really Want?
What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...- Authors: Patrick Ring
- Date: Mar 2023
- Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks