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  • A Portfolio Approach to Retirement Income Security
    A Portfolio Approach to Retirement Income Security Retirees and their advisors should construct diversified ... diversified portfolios of retirement income, allocating among various retirement income classes that include ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
  • Operation De-Risk: Creative Arrangements for Sharing Risks
    Operation De-Risk: Creative Arrangements for Sharing Risks This article discusses the risk-sharing arrangements ... provided by a number of different types of hybrid pensions, focusing on hybrid designs in the United States ...

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    • Authors: JOHN ANDREW TURNER, Conrad Ferguson, Mark Anthony Macharia
    • Date: Jun 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans
  • A Workable Approach to Lifetime Income in DC Plans
    insights about the United Technologies Corporation lifetime income approach and information on the design, administration ... administration and acceptance. Retirement income;Retirement planning;Variable annuities;Guaranteed minimum ...

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    • Authors: Kevin T Hanney
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Retirement Section News
    • Topics: Finance & Investments>Investment policy; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Risk management
  • Employers Should Consider a Single Plan Document
    combined plan”allows the promise, funding and delivery of both pension benefits funded by the employer and salary ... salary deferrals funded by the employees Defined benefit plans=DB plans;Defined contribution plans=DC ...

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    • Authors: Barry Kozak
    • Date: May 2018
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design