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Affordable Retirement Income Through Savings and Annuities
retirees at an affordable price that incorporates individual equity, inflation protection, and competitive ... security—Social Security, employer-based pensions, and individual savings—appear unable to meet demands. Social ...- Authors: Donald Fuerst
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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Personal Risk Manager: Driver of Resilience
Personal Risk Manager: Driver of Resilience To be financially "well" is unique ... financially "well" is unique to an individual. Following a hierarchy of needs is key, along ...- Authors: Max Rudolph
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Comments on “Affordable Retirement Income through Savings and Annuities”
payroll deductions and remittances to the member’s individual account. For the employee, it mitigates much ... for a guaranteed annual income and charges the annuitant for these risks: longevity risk, investment risk ...- Authors: Charlene Moriarty
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums
such as the income equivalent of the balance in an individual retirement account (IRA). These situations are beyond ... to them. • Annuity purchase can be on an individual basis or a plan sponsor can arrange for group purchase ...- Authors: Anna M Rappaport
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Increased Interest in International Plans
contributions may be tax effective depending on individual cir- cumstances. Members can choose from a wide ... dictate their own level of involvement. o The table below gives a brief comparison of funded plans ...- Authors: Carl Hansen
- Date: Sep 2012
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Global Perspectives; Global Perspectives>Multinational companies; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Save and Grow: Considerations for Future Financial Freedom
and inflation rates, based on calendar year individual who has reached age 35 45 Save and Grow ... series (annual real return of 3.5%) is presented in Table 1. 2. An asset allocation strategy is a very important ...- Authors: Ramandeep Nagi
- Date: Apr 2017
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement>Retirement risks
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The Feel Free Retirement Spending Strategy
balances no matter how long someone lives. Each table represents a combi- nation of a portfolio approach ... 30% Table 1 Real Rates of Return 2. Comparison of Spending Rule to Life Expectancy Table 2 shows ...- Authors: R Inglis
- Date: May 2016
- Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
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Oh, No! Not Another Government Program
it came to me that many of the problems with individual longevity insurance could be overcome using a ... as a way to be involved with retirees on an individual level who rely on actuarial prod‑ ucts, strategies ...- Authors: Mark Shemtob
- Date: Sep 2016
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Demography>Longevity; Pensions & Retirement>Retirement risks; Public Policy
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Enhanced Annuities: Caring For At-Retirement Needs
insurance and financial products that reflect their individual risks. This market profile differs notably from ... holders were required by law to annuitize their individual de- fined contribution (DC) pension pots. Life ...- Authors: Mick James
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Reinsurance News
- Topics: Actuarial Profession>Professional development; Annuities>Individual annuities; Annuities>Product development - Annuities; Pensions & Retirement>Retirement risks
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Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
side fund account. At the end of period t, the individual has income from this life annuity, P(t). If ... multiply the mortality rates of a base mortality table by a constant factor so as to reproduce the ...- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
- Date: Feb 2010
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Actuarial Practice Forum
- Topics: Annuities>Payout annuities; Demography>Longevity; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement>Retirement risks