Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • 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 ...

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    • 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
  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?
    these plans in the retirement strategies for an individual. EP: Assuming you can’t have both, would people ... plans with payroll deduction than to personal Individual Retirement Accounts (IRAs). Does your research ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy