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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 2, Enable Delay of Social Security
Optimal Retirement Income Solutions in DC Retirement Plans, Phase 2, Enable Delay of Social Security ... Security The project goals are: • Illustrate an analytical framework using stochastic forecasts and efficient ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios
Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building ... Building Retirement Income Portfolios This project has four phases. Phase 1 develops the framework for using ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jun 2016
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 4: Strategies to Protect Retirement Income before Retirement
Optimal Retirement Income Solutions in DC Retirement Plans, Phase 4: Strategies to Protect Retirement Income ... Income before Retirement The project goals are: • Illustrate an analytical framework using stochastic ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income Solutions
Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income ... Income Solutions The project goals are: • Illustrate an analytical framework using stochastic forecasts ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline
Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline The project goals are: ... determining retirement income generators (RIGs) that could be offered in a DC retirement plan. • Determine ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Building Better Defined Contribution Plans and the Need for a Quantitative Evaluation Framework
Building Better Defined Contribution Plans and the Need for a Quantitative Evaluation Framework Defined ... participants a menu of investment choices--the average worker is not building a secure retirement. Because both ...- Authors: Joseph A Tomlinson
- Date: Jan 2014
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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We Can Build Better Retirement Products
We Can Build Better Retirement Products I propose a Social Security deferral product and two annuity ... annuity enhancements. Then I address the challenges in getting such products distributed. Payout annuities;Long-term ...- Authors: Joseph A Tomlinson
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations
- Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance; Social Insurance>Social Security
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New Investment Accounting
RECORD OF SOCIETY OF ACTUARIES 1985 VOL. 11 NO. 2 "NEW" INVESTMENT ACCOUNTING Moderator: GREGORY 5 ... Recently, insurance companies have accelerated extension of their role in financial services far beyond traditional ...- Authors: Gregory Broer, Gregory J Carney, David E Rogers, Joseph A Tomlinson, William D Ward
- Date: Apr 1985
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Investments; Financial Reporting & Accounting