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Diverse Risks 2016 Call for Essays
and opinions expressed herein are those of the individual authors and are not necessarily those of the ... balances no matter how long someone lives. Each table represents a combination of a portfolio approach ...- Authors: Society of Actuaries
- Date: Apr 2016
- Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
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A Portfolio Approach to Retirement Income Security
planner who can help them with these decisions. Table 1 shows how various RIGs meet common retirement ... their unique goals and circumstances. Note that Table 1 is intended to illustrate broad concepts about ...- 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
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Interview with Greg Ward, Financial Finesse
Interview with Greg Ward, Financial Finesse During the past few years, the Society of Actuaries ... is a state of financial wellbeing whereby an individual is experiencing minimal financial stress, has ...- Date: Feb 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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Insights on Fintech, 401(k) plans and the 2018 Pension Research Council Symposium
Insights on Fintech, 401(k) plans and the 2018 Pension Research Council Symposium Discussion of FinTech ... plan rather than rolling this money into an individual retirement account (IRA). DC plans may offer ...- Authors: Stacy Schaus
- Date: Oct 2018
- Competency: Leadership>Thought leadership
- Publication Name: Retirement Section News
- Topics: Finance & Investments>Investments; Pensions & Retirement>Defined contribution and 401k plans
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Perspectives from Anna:Responding to Challenges ....
Perspectives from Anna:Responding to Challenges .... This article provides insights from ... several factors that point to longer work. When an individual reaches the early 60s without adequate retirement ...- Authors: Anna M Rappaport
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Retirement risks