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Optimizing Retirement Income Solutions in DC Retirement Plan Brief
Optimizing Retirement Income Solutions in DC Retirement Plan Brief A brief summary of the four phase ... phase project on retirement income strategies, from development to implementing. Defined Contribution Plans;Retirement ...- Authors: Society of Actuaries, Steven Vernon, Joseph Tomlinson, Wade D Pfau
- Date: Nov 2016
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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides ... provides a framework of analyses and methods that can be use to compare and assess strategies for developing ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides ... provides a framework of analyses and methods that can be use to compare and assess strategies for developing ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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We Can Build Better Retirement Products
We Can Build Better Retirement Products I recommend a Social Security deferral product, and two annuity ... annuity enhancements. I then discuss the challenges faced in getting such products distributed. Long-term ...- Authors: Joseph Tomlinson
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations
- Publication Name: Retirement Section News
- Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance