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The Future of Defined Contribution Plans
The Future of Defined Contribution Plans An interview with Michelle Richter-Gordon which provides a ... security in retirement and suggests how retirement professionals can improve the financial security of retirees ...- Authors: Patrick Ring
- Date: Jan 2024
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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A View from the SOA’s Staff Fellow for Retirement
View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section ... Section Council meeting. Update on defined contribution initiative and potential US legislation. Highlight ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
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An Exploration of Lifecycle Finance
An Exploration of Lifecycle Finance Many retirement actuaries have experience developing, implementing ... significant portion of the investment and interest rate risk now or at some point in the future when specific ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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DC Corner: ADP/ACP Testing & Plan Design Considerations
focus on DC design and the important nondiscrimination test requirements that need to be at the core of ... of a plan design project. Plan design for DC plans seems easy, but should not be looked at any less seriously ...- Authors: Ruth Schau
- Date: Sep 2022
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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An Interview with Blaine Aiken
responsibility and financial and retirement advice. New developments will extend the fiduciary requirements financial ... in the code of ethics that apply to CFPs. Pension plan governance, Fiduciary issues, Retirement advice ...- Authors: Anna M Rappaport
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation