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Retiree Medical Insurance Management: Perspectives from an Independent Retiree Resource Center
or count on securing the information in an individual meeting or on the company internet. Retired ... helped. Some of the other milestones are shown in Table 1. These metrics present an idea of the need for ...- Date: Jun 2019
- Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Economics>Health economics; Pensions & Retirement>Retiree medical; Social Insurance>Medicare; Social Insurance>Postemployment benefits
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Financial Well-Being as a Technology Solution
both the short- term and long-term needs of the individual. The right technology can help get employees ... identify the short- and long-term goals of the individual, and that help align those needs with plans ...- Authors: Scot Marcotte, John Larson
- Date: Apr 2017
- Competency: Strategic Insight and Integration
- Topics: Technology & Applications
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A Framework for Multilayered Post-Retirement Financial Planning
Planning Strategy: Critical Assessments of Individual Needs and Available Resources Joonghee Huh ... tailoring to recognize various factors involving individual circumstances. Given the idiosyncratic nature ...- Authors: Joonghee Huh
- Date: Apr 2017
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Retirement risks
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Calculating ROI: Benefits of Workplace Financial Wellness
potentially leave thousands of dollars on the table 9 Deloitte, “The Deloitte Millennial Survey 2016: ... health care costs, delayed retirement and turnover. Table 1 shows the total a company could save across all ...- Authors: Gregory A Ward
- Date: Apr 2017
- Competency: Strategic Insight and Integration
- Topics: Experience Studies & Data; Modeling & Statistical Methods
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How to Make Sure that You Take the Right Road to Enterprise Risk Management
How to Make Sure that You Take the Right Road to Enterprise Risk Management There are many ... much easier to identify those objec- tives for individual risks. In early 2011, eight insurers volunteered ...- Authors: David Ingram
- Date: May 2012
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance
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The Declining Role of Families in the U.S. Retirement System
The Declining Role of Families in the U.S. Retirement System Retirement income can be provided ... income support can be provided by families, the individual, government programs, employer-provided pensions ...- Authors: John A Turner
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Pensions & Retirement
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Caregiving and What We Have Learned So Far
Caregiving and What We Have Learned So Far The article offers a more nuanced approach to caregiving ... delivered when the need becomes too great for the individual or family to continue. A more robust Medicaid ...- Authors: John Cutler
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Demography; Finance & Investments; Health & Disability; Long-term Care>Long-term care insurance