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  • What Retirement Plan Features Do Employees Really Want?
    What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary ... preliminary results of a recent SOA research project which surveyed employees on what retirement plan features ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?
    Address? Review of paper describing Collective Defined Contribution Plans. the elimination of traditional ... left employees without easy access to reliable retirement income Collective Defined Contribution plans ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
  • Optimizing QDIAs for Retirement
    for Retirement The article describes the factors that should determine the asset allocation of an employer's ... in general QDIAs have insufficient equity in retirement asset allocations. blockquote { margin: 10px ...

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    • Authors: Paul Donahue
    • Date: Jun 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
  • Annuities Versus Tontines in the 21st Century
    Tontines in the 21st Century This research report investigates the mechanics and practicalities of introducing ... introducing retirement investment income tontines (RITs) in today’s market place. March 2018 The Society of ...

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    • Authors: Moshe Arye Milevsky
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • How Retirement Benefit Plans Can Be Designed to Produce an Effective Workforce
    How Retirement Benefit Plans Can Be Designed to Produce an Effective Workforce The SOA Research Institute ... Institute tasked the Workforce Science Institute to investigate how retirement benefit plans can affect ...

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    • Authors: Patrick Ring
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Corporate plans; Pensions & Retirement>Plan design