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  • Using Sound Actuarial Principles to Better Manage Retirement Finances
    most of this advice is aimed at the average individual who wants a quick and easy answer. Thus, we ... recommendations is the 4 percent rule, by which the individual withdraws 4 percent of his or her accumu- lated ...

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    • Authors: Kenneth Steiner
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Finance & Investments>Asset liability management; Pensions & Retirement>Retirement risks
  • Retirement Adequacy in the United States: Should We be Concerned?
    available to the layperson that can help an individual, or even a policymaker, develop an informed ... the circum- stances surrounding a particular individual, the results of this study could reveal some ...

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    • Authors: Deborah Tully, Julie Curtis
    • Date: Oct 2018
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • Lump Sum and Risk Transfer: Why Defi ned Benefi t Plan Sponsors Should Consider Risk Transfer as Early as 2012
    Lump Sum and Risk Transfer: Why Defi ned Benefi t Plan Sponsors Should Consider Risk Transfer ... developed and proposed a new mortality table to be used as the standard table for U.S. actuarial valuations, ...

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    • Authors: Sean C Brennan
    • Date: Feb 2013
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management>Risk measurement - ERM; Pensions & Retirement>Pension accounting; Pensions & Retirement>Retirement risks
  • 401k Tax Trap?
    401k Tax Trap? This article addresses studies which came to different conclusions regarding ... income until distribution is a tax waiver for an individual or a tax subsidy from the government. Mark W ...

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    • Authors: Ho Kuen Ng
    • Date: Sep 2001
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Stable Value: Is There Really a Problem?
    Stable Value: Is There Really a Problem? The article reviews recent investment performance ... qualify as “income-producing, low-risk, liquid.” S table value has been in the news far more than the facts ...

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    • Authors: Paul Donahue
    • Date: Mar 2013
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Risks & Rewards
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks