1
-
7
of
7
results (0.41 seconds)
Sort By:
-
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)
-
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
-
SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg
system? BH: We have a challenge in the U.S. as an individual’s retirement relies heavily on their ability ... working. Multiple potential obstacles can derail an individual’s efforts to accumulate retirement savings. For ...- Authors: Patrick Ring
- Date: Jun 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
-
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)
-
Inequalities In Retirement Security: Unique Challenges for African American Households
costs for employers, to automating savings into individual retirement accounts that are linked to employment ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...- Authors: Patrick Ring
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
-
SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security
While this article is about retirement plans and individual financial well-being, we cannot ignore how systemic ... segregation. White families were more likely to have individual retirement account (IRA) and defined contribution ...- Authors: Anna M Rappaport, Alan Newsome
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
-
Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age
Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age This ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...- Authors: Anna M Rappaport, Steven Vernon
- Date: Mar 2022
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Demography; Pensions & Retirement; Pensions & Retirement>Post retirement risks